D365 F&O Finance Analyst supporting Dynamics 365 Finance & Operations platform through application support and Finance process improvements. Collaborating with Finance stakeholders and IT teams while leading enhancements.
About the role
- Manager of Planning & Analysis for PGIM Finance providing financial insights and collaborating across departments. Leading budgeting processes and supporting business initiatives within a hybrid work environment.
Responsibilities
- Lead and support the annual budgeting and quarterly forecasting processes
- Develop multi-year financial plans in partnership with business leaders
- Coordinate with Human Resources on headcount planning and compensation modeling
- Maintain and enhance models for long-term incentive compensation and investment professional bonuses
- Own forecast assumptions and manage inputs into Anaplan (forecasting tool)
- Prepare and analyze monthly and quarterly financial results, identifying trends and variances
- Create and deliver executive-level presentations and business review materials
- Identify and implement process improvements within the expense management function
- Support the consolidation and analysis of financial results across business units
- Contribute to benchmarking studies and competitive analysis
- Participate in strategic initiatives and special projects
- Provide mentorship and guidance to junior team members
- Ensure a high level of accuracy and attention to detail in all deliverables
Requirements
- Bachelor’s degree in accounting, finance, economics, or a related field
- 5–7 years of experience in financial planning, analysis, or reporting
- Strong analytical skills with the ability to interpret complex data and deliver actionable insights
- Excellent communication skills, with the ability to present financial information clearly to non-financial audiences
- Proven ability to manage multiple priorities in a dynamic, fast-paced environment
- Strategic thinker with a problem-solving mindset and a high level of initiative
- Collaborative, team-oriented approach with a focus on driving results
- High level of discretion and professionalism when handling confidential information
- Proficiency in Microsoft Office Suite, especially Excel and PowerPoint; experience with Anaplan is a plus
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.
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