Manager, Planning – Analysis

Prudential Financial

. Lead end-to-end quarterly and semiannual forecasting for the Bermuda entities .

Posted 9/29/2026full-timeHamilton • BermudaMid-LevelSeniorWebsite

Core Competencies

Role fit

Core Competencies

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Demonstrates expertise in financial analysis, forecasting, and reporting, with a strong understanding of the insurance industry and Bermuda regulatory requirements. Capable of leading complex processes, developing executive-ready presentations, and providing actionable insights to senior stakeholders.

Highest-signal resume keywords

Financial AnalysisForecastingReportingCPA or CFA CertificationInsurance Industry Knowledge

ATS Keywords

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Applicant Tracking System Keywords

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Hard Skills

Financial ForecastingVariance AnalysisData ConsolidationTrend IdentificationProcess ImprovementExecutive Presentation DevelopmentRegulatory ComplianceRisk Management PrinciplesReinsurance AccountingAnalytical Problem-Solving

Soft Skills

Communication SkillsAttention to DetailSelf-MotivationOwnershipJudgment in Ambiguity

Certifications & Qualifications

CPACFA

Industry Keywords

Bermuda Regulatory RegimeInsurance IndustryReinsurance TransactionsEarnings DriversCommercial Awareness

About the role

Key responsibilities & impact

Lead end-to-end quarterly and semiannual forecasting for the Bermuda entities
Consolidate and validate forecasting inputs, assess key drivers, and prepare executive management materials
Lead quarterly actuals reporting and analysis
Interpret sales and settlement activity and develop variance commentary
Translate financial results into business implications and forward-looking considerations
Monitor core financial metrics, identify trends and emerging issues, and provide actionable insights
Partner with senior Finance and business stakeholders on reinsurance transactions, strategic initiatives, and management priorities
Develop executive-ready presentations and recommendations for leadership discussions, quarterly business reviews, and regulatory updates
Drive process improvements across planning and reporting activities
Serve as a trusted Finance partner across functions and geographies

Requirements

What you’ll need

Bachelor’s degree, preferably in Accounting, Finance, or a related field
CPA, CFA, or equivalent professional designation; advanced degree preferred
Minimum of five years of progressively responsible experience in financial analysis, forecasting, reporting, or a related discipline
Ability to lead complex, end-to-end processes, manage competing priorities, and deliver high-quality work within challenging time frames and with limited oversight
Strong analytical and problem-solving skills
Strong presentation and communication skills, including translating complex information for senior stakeholders
High degree of self-motivation, ownership, attention to detail, and commitment to continuous improvement
Ability to navigate ambiguity, exercise sound judgment, and develop thoughtful solutions in a complex and evolving environment
Flexibility to work additional hours during peak reporting periods, as needed
Strong understanding of the insurance industry, including key earnings drivers and risk management principles
Knowledge of the Bermuda regulatory and solvency regime
Familiarity with reinsurance transactions, structures, and related accounting considerations
Commercial and industry awareness
Ability to work in a hybrid arrangement with recurring on-site presence as determined by the business and candidate location

Benefits

Comp & perks

Learning, gigs, and job opportunities to expand skills and experience
On-demand resources and networking
Leadership and learning opportunities
Flexibility in work arrangements
Opportunity to work with innovative technology and global teams