Planning & Analysis Specialist - Finance; Hybrid - Dallas, TX

Job Classification

Finance & Accounting – Finance & Accounting

As the Global Asset Management business of Prudential, we’re always looking for ways to improve financial services. We’re passionate about making a meaningful impact – touching the lives of millions and solving financial challenges in an ever‑changing world. We also believe talent is key to achieving our vision and are intentional about building a culture on respect and collaboration. When you join PGIM, you’ll unlock a motivating and impactful career – all while growing your skills and advancing your profession at one of the world’s leading global asset managers!

If you’re not afraid to think differently and challenge the status quo, come and be a part of a dedicated team that’s investing in your future by shaping tomorrow today. At PGIM, You Can!

PGIM has an opportunity within the Finance team for a Planning & Analysis Specialist. This role supports senior leadership and business partners of the Real Estate investment capability within PGIM and includes analyzing, evaluating and reporting the financial performance of the Real Estate. This position will report to the FP&A Vice President. This role requires a high correlation of both technology and financial analytical skills, along with an understanding of the real estate / servicing terminology.

These skills will lead to success in problem solving, data extraction and big data analysis views, while partnering closely across the Loan Services business and IT teams to timely solve financial and other analytical and reporting problems.

• 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

• 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 detail 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

Take charge of your career. We equip and empower our employees to expand their skills and experience by using powerful learning, gigs, and job opportunities. We offer a suite of services such as on demand resources and networking to propel your career forward. We’re a global organization, full of outstandingly dedicated people who aren’t afraid to think differently, challenge the status quo and take sensible risks along the way.

You will enjoy pushing boundaries as we build innovative technology that helps clients, customers and employees live their best lives. You will have access to leadership and learning opportunities and the resources needed to take your career in any direction. We will help you do your best work, offering flexibility, while delivering on our Purpose.

Prudential…