PGIM

Planning & Analysis Specialist

PGIM

full-time

Posted on:

Location Type: Hybrid

Location: DallasTexasUnited States

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Salary

💰 $85,000 - $95,000 per year

Tech Stack

About the role

  • Develop multi-year forecasts of the PGIM Real Estate U.S. Debt business and present results to key stakeholders, including U.S. Debt and PGIM Senior Leadership
  • Mortgage Servicing Rights (MSR) analysis
  • Prepare analysis and management reporting packages for senior management discussion on multi-year forecasts and actuals reporting
  • Drive financial analysis and reporting enhancements useful to business partners
  • Ensure accurate and timely completion of key financial deliverables, including portfolio returns
  • Assist in business specific projects as needed
  • Emphasis on process efficiency, data validation, and documentation

Requirements

  • Undergraduate degree in Accounting or Finance
  • 3-5 years of prior work experience in a Planning/Forecasting or Financial Reporting role
  • Advanced excel knowledge with proven ability to create and utilize financial models
  • Knowledge of workflow, visual workflow, and process builder
  • Strong proven SQL querying skills
  • Must be detailed oriented and have strong problem solving and analytical skills
  • Experience in manipulating large amounts of data while understanding related object/field functions.
  • Excellent verbal and written communication skills with desire and ability to present to senior management while maintaining a strong executive presence
  • Strong analytical and problem-solving skills; conceptual thinker
  • Self-motivated and proactive, with the ability to manage multiple priorities
  • Ability to partner with various levels of management
  • Proven ability to work independently and as part of a team in a fast paced and challenging environment
  • Preference given to individuals with financial services experience, especially if in the mortgage loan real estate industry.
Benefits
  • Medical, dental, vision, life insurance, disability insurance
  • Paid Time Off (PTO)
  • 401(k) plan with company match (up to 4%)
  • Company-funded pension plan
  • Wellness Programs including up to $1,600 a year for reimbursement of items purchased to support personal wellbeing needs.
  • Work/Life Resources to help support topics such as parenting, housing, senior care, finances, pets, legal matters, education, emotional and mental health, and career development.
  • Education Benefit to help finance traditional college enrollment toward obtaining an approved degree and many accredited certificate programs.
  • Employee Stock Purchase Plan: Shares can be purchased at 85% of the lower of two prices (Beginning or End of the purchase period), after one year of service.
  • Eligibility to participate in a discretionary annual incentive program is subject to the rules governing the program, whereby an award, if any, depends on various factors including, without limitation, individual and organizational performance.
Applicant Tracking System Keywords

Tip: use these terms in your resume and cover letter to boost ATS matches.

Hard Skills & Tools
financial forecastingfinancial reportingadvanced Excelfinancial modelingSQL queryingdata manipulationdata validationprocess efficiencyportfolio returnsMortgage Servicing Rights (MSR) analysis
Soft Skills
detail-orientedproblem-solvinganalytical skillsverbal communicationwritten communicationexecutive presenceself-motivatedproactiveability to manage multiple prioritiesteam collaboration
Certifications
undergraduate degree in Accountingundergraduate degree in Finance