Investment Analyst
Prudential Financial
Salary
💰 $150,000 - $175,000 per year
Job Level
Lead
About the role
- Own the FP&A close process for revenue, MRR (Monthly Recurring Revenue), and bookings.
- Own the monthly forecast process and results for revenue and related KPIs.
- Develop and build out all corporate reporting for evaluating the close, including providing detailed variance explanations.
- Guide the preparation of finance-related slides for the board deck.
- Manage budget reporting to and meetings with the business, providing variance explanations and valuable insights to empower budget leaders to make data-driven decisions.
- Manage a team of financial analysts and senior financial analysts to support forecasting processes, provide insights, and deliver reporting to the business.
- Own the cash forecast and balance sheet forecast.
- Conduct comprehensive financial analysis to support strategic initiatives and operational decision-making.
- Identify opportunities to streamline processes and enhance efficiency within the FP&A function.
- Project management responsibilities and the ability to provide management, coaching and direction to direct report and matrix personnel.
- Continuously assess and improve financial processes and workflows for greater efficiency and accuracy
Requirements
- Bachelor’s degree in Finance, Accounting, Economics, or a related field; MBA preferred.
- Strong FP&A experience, with at least 5 years in a relevant role.
- Excellent experience in building out scalable processes.
- Experience managing and empowering a team.
- Previous ownership of a forecast process, preferably for compensation or non-compensation expenses.
- Advanced Excel skills and the ability to think creatively.
- Proven ability to work through complexity and articulate a simple story.
- Strong collaboration and leadership skills
- Ability to get hands dirty and build processes from the ground up.
- Experience in 3 financial statement modeling.
- Proven ability to work effectively in a fast-paced, dynamic environment and manage multiple priorities.
