Supervisor managing financial operations and payment recovery for a healthcare financial solutions provider. Ensuring accuracy, timely reporting, and effective team leadership in diverse operational contexts.
About the role
- Planning & Analysis Specialist supporting PGIM Finance's Real Estate investment capability through financial forecasting and reporting analysis. Collaborating with senior leadership for data-driven decision making.
Responsibilities
- 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 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.
Benefits
- Medical, dental, vision, life insurance, disability insurance
- Paid Time Off (PTO), and leave of absences, such as parental and military leave
- 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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