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Planning & Analysis, Associate Manager at Prudential Financial in Plymouth, Minnesota

Posted in Admin - Clerical 30+ days ago.

Type: Full-Time

Job Description:

Planning and Analysis, Associate Manager – Individual Life Insurance, New Business


“Think Differently. Reach Higher. Be Empowered. Are You Ready to Rock?”


Prudential is looking for an individual who possesses strong analytical and reporting capabilities, curiosity, and a drive to enable the business to use data-driven insights to achieve optimal outcomes.


The Planning and Analysis Associate Manager will support the new business and underwriting leadership team in using data to inform the day-to-day needs of the operation and shape department strategy. This position will use cross-functional collaboration to identify and solve reporting needs, with high proficiency in using available tools/platforms to create/oversee reporting development. The successful candidate will gain exposure to Life New Business and Underwriting end-to-end planning processes, multiple distribution sources and informal leadership experience with Prudential, a world leader in financial services. 


Responsibilities (including but not limited to): 

  • Coordinate ad hoc metrics/reporting needs for the New Business and Underwriting organization (primary resource to help create and/or oversee the reporting needs)

  • Provide analysis and review of capacity model updates, service model analysis, budget & multi-year planning

  • Develop modeling of business drivers to understand and influence service model strategy

  • Tableau Reporting Governance – working with Enabling Solutions to set strategic direction for New Business & Underwriting report creation and execution

  • Coordinate and contribute to monthly new business scorecard

  • Support development of eCapability metrics to influence service model strategy

  • Build awareness of market trends and share insights with leadership team to enrich planning efforts

  • Critical thinking, problem solving, and analytical skills with demonstrated experience analyzing data to drive optimal business results

  •  Intellectual curiosity and ability to use data to challenge the status quo and introduce new perspectives

  • Excellent organization skills with the ability to manage multiple priorities and stakeholder requests

  • Self-directed ability to identify impactful areas of process improvement

  • Strong networking, verbal and written communication skills, with proven success translating complex components into concise insights

  • Expert knowledge of Excel and strong mathematical and reporting experience

  • Familiarity with Tableau preferred