Finance Jobs

Job Title: Manager, Financial Planning & Analysis Company: Prudential Location: Hartford, CT Description: A key segment within Prudential Retirement is the Full Service segment which offers plan sponsors and their participants a broad range of products and services to assist in the delivery and administration of defined contribution, defined benefit and non-qualified retirement plans, including recordkeeping and administrative services, comprehensive investment offerings, and consulting services.  The segment has $120 billion in account values.   This position is responsible for forecasting all capital requirements, net customer flows (plan sales, plan lapses, and participant contributions and withdrawals), earnings, and investment cash flows for the Full Service segment.  Additionally, this position is responsible for analyzing and communicating data and trends that will drive business decisions regarding participant activity, capital positions/flows and investment results. This position has significant interaction with Senior Finance Management within the division.    Specific on-going responsibilities of this position include:   ·          Maintain and enhance Full Service planning models consistently and efficiently while  meeting deadlines. ·          Manage all aspects of cash flow forecasting and analysis; including monthly cash flow forecasts to senior management and quarterly/annual cash flow forecasts to business partners. ·          Responsible for various forecasting and attribution analysis of specialized items including investment income and equity market appreciation. ·          Miscellaneous ad hoc requests. ·          Working with Actuarial personnel on valuation and reporting matters such as DAC, VOBA, and reserves. ·          Opportunities to expand responsibilities include supporting other departments such as Pricing, Stable Value, and Expenses on a variety of analyses.Prudential and its affiliates, Newark, New Jersey are Equal Opportunity/Affirmative Action Employers and are committed to diversity in our workforce. Bachelors degree in Accounting, Finance, Actuarial Science or related field.  MBA, CFA, or CPA preferredMinimum of 5 years experience in financial planning or reportingStrong analytical skills including the ability to identify interrelationships between components of financial information in order to identify key drivers of earnings and other significant trendsStrong communication skills are needed to effectively and concisely communicate results to different audiences in a manner that is meaningful to the recipientAbility to understand actuarial conceptsFinancial services industry experience a strong plus, especially in retirement and/or investments Advanced Excel skills required; Experience with relational databases (Access) strongly preferred

Job Title: RS Education & Enrollment Spec Company: Prudential Location: Mobile, AL Description: The primary responsibility of this position is to provide Prudential Retirement support, education and expertise to the employees of a large defined contribution plan throughout the city of Mobile on a daily basis. The candidate selected will be responsible for developing a set schedule at facilities throughout the city. Ability to develop strategic relationships at Centers of Influence within their assigned territory.Work with Communication Directors, Relationship Managers & Client Service Reps and/or client to deliver specific strategies including presentations which meet the individual needs of each employee group.Ability to perform effective presentations.Is an effective presenter to diverse groups with varied financial backgroundsIs versed in defined contribution plans and the advantages of each plan in regard to retirement savings.Is knowledgeable concerning asset allocation and diversification concepts.Possesses a comprehensive knowledge of mutual funds/separate accounts, and also maintains an understanding of the risk/reward trade off for all securities and a willingness to review and communicate the objectives of all mutual funds that participate in Prudential's plans. Minimum of 3-5 years of financial services industry experience (primarily in the retirement market)Sales experience preferredFINRA Series 6 & 63 and State Insurance licenses requiredStrong presentation skillsAbility to work independentlyResults orientedProven ability to meet or exceed goalsSpanish speaking is a plusDefined Benefit experience prefered This position is located (preferably) in Mobile, AL.     Prudential and its affiliates, Newark, New Jersey are Equal Opportunity/Affirmative Action Employers and are committed to diversity in our workforce.

Job Title: RS Education & Enrollment Spec Company: Prudential Location: Miami, FL Description: The primary responsibility of this position is to provide Prudential Retirement support, education and expertise to the employees of a large defined contribution plan throughout the city of Miami, Florida on a daily basis. The candidate selected will be responsible to develop a set schedule at facilities throughout the city. Ability to develop strategic relationships at Centers of Influence within their assigned territory.Work with Communication Directors, Relationship Managers & Client Service Reps and/or client to deliver specific strategies including presentations which meet the individual needs of each employee group.Ability to perform effective presentations.Is an effective presenter to diverse groups with varied financial backgroundsIs versed in defined contribution plans and the advantages of each plan in regard to retirement savings.Is knowledgeable concerning asset allocation and diversification concepts.Possesses a comprehensive knowledge of mutual funds/separate accounts, and also maintains an understanding of the risk/reward trade off for all securities and a willingness to review and communicate the objectives of all mutual funds that participate in Prudential's plans. Minimum of 3-5 years of financial services industry experience (primarily in the retirement market)Sales experience preferredFINRA Series 6 & 63 and State Insurance licenses requiredStrong presentation skillsAbility to work independentlySpeak and write Spanish fluentlyResults orientedProven ability to meet or exceed goals  This position is located (preferably) in Miami,Florida.   Prudential and its affiliates, Newark, New Jersey are Equal Opportunity/Affirmative Action Employers and are committed to diversity in our workforce.

Job Title: Operations Accounting Supervisor Company: Prudential Location: Scottsdale, AZ Description: Primary Accountability:  Support Manager in day-to-day operations and management of Team.  Direct report responsibility for a team of 5 - 9 Analysts; including managing weekly time sheet reporting to paymaster, updating monthly metrics by analyst for use in performance appraisals and monthly one on one's.  Responsible for proactively managing team workload, transactions and deliverables such as but not limited to: reconciliations, audits, and year-end activities.   Responsibilities include, but are not limited to the following: Manage workloads including limited client caseload (increases/decreases in volume, client projects, company initiatives, etc.)Mentor and develop Expense Analysts; support new hire and ongoing trainingPerformance Management, including preparation of performance appraisals, conducting monthly one on one's and any training/development needsManage day-to-day operations in meeting deliverablesProblem identification and solution recommendationReconciliation of data from various systemsEnsure quality & integrity of delivering Cost Management services, with effective audit review of process from expense coding, payroll & year-end tax calculations.Technical resource for team, client and Client Service teamsWork special projects, as requiredDevelop and maintain process related documentation. This position is located in Scottsdale, AZ.Prudential and its affiliates, Newark, New Jersey are Equal Opportunity/Affirmative Action Employers and are committed to diversity in our workforce.  Core Competencies Possess leadership and training skills Client and customer focused Strong analytical skills Commitment to quality and process controls Drive for resultsDecision Making abilitiesExcellent written and effective verbal communication skills   Job SpecificationsEducation Minimum: High School diplomaMinimum 2 year's college with focus on Finance or Accounting, preferred.Experience: 2 years in accounting, finance, or payroll related experience. Minimum of 3 years experience with meeting and managing deadlines Evidence of strong leadership skills with a minimum of 2 years previous supervisory experience High level of computer proficiency including knowledge of Microsoft products, Advanced Excel requiredFamiliar with Relocation Industry is a plus

Job Title: Financial Services Associate Company: Prudential Location: Englewood, CO Description: The Financial Service Associate position is a sales position with The Prudential Insurance Company of America selling insurance and financial services. Financial Services Associates participate in a comprehensive development program, developing product knowledge, and selling experience while offering appropriate insurance and investment products to help clients meet their financial goals.After the training and development program, many will continue to be financial services generalists, assisting clients with a range of insurance and investment needs; others will go on to develop a specialty, such as fee-based financial planning, insurance for business needs, or estate planning needs.Overall Duties and Responsibilities·         Sell new insurance and investment products·         Solicit new customers through approved techniques and methods·         Conserve existing insurance and investments products·         Service the insurance and investment needs of all owners of policies issued or offered by Prudential Financial companies. Essential Job FunctionsIt is important that Financial Service Associates be capable of mastering the complexities of the job, continually learning new products, information, and approaches. As our representative, the Financial Services Associate must have a full understanding of all our products and be able to recommend to customers the appropriate solutions that are in the best interest of the customer. The end result of the Financial Services Associate's work is to develop long-term relationships between us and the policyholder that will impact the personal welfare of many people.The Financial Services Associate's general duties include the responsibility to:·         Prospect for clients, develop insurance and investment programs and make sales presentations regularly for a broad range of life and non-life insurance contracts and financial products and services sold by Prudential Financial companies.·         Propose insurance and investment products most suitable to the applicant's needs and ability to pay.·         Make the necessary adjustments in the policyholder's portfolio in light of changes in the policyholder's needs. Although many transactions are handled by the Customer Service Office, a Financial Services Associate should understand how to provide services, such as processing loans, surrenders, changes in beneficiary, claims, policy options, and the like, as well as being able to explain to customers the effect of these transactions.·         Maintain in force the existing insurance and investments products of clients, secure the reinstatement of insurance that has lapsed, and perform all the duties incident to the care and conservation of the business assigned by Prudential. This may apply to all policies, whether or not the insurance was originally sold by the Financial Services Associate.·         Maintain records of account, and render when required, on forms provided by Prudential, a report of all business transacted and complete accounting of all monies received on behalf of Prudential Financial companies.·         Conform to and abide by the procedures, rules and requirements of Prudential Financial companies and the state or states where the Financial Services Associate operates.The Prudential Insurance Company of America, one of the Prudential Financial Companies, is looking for men and women who are ready for a rewarding career opportunity selling insurance and financial services products… a career committed to making an impact in the lives of the people we touch. We're seeking individuals with these attributes.·         Customer Service Focused·         Revenue Focused (Sales Influence and Persuasion, Sales Resilience, Sales Initiative)·         Self Confident and Autonomous·         Drive and Initiative·         Responsible and Committed·         Excellent Interpersonal Skills·         Good Business Communication Skills·         Ability to Problem Solve, and develop ideas·         Ability to use basic math skills to problem solve·         Good Critical Thinking·         High school diploma or GED qualification required Any applicant selected for this position will be required to submit to an extensive background screening and a credit check. Failure to comply will eliminate an applicant from consideration for this position. Any negative information obtained as a result of the background screening may result in the disqualification of the applicant from this and any other position in Prudential, including their current position if they are an internal applicant. Insurance is issued by The Prudential Insurance Company of America and its affiliates. Securities are offered by Pruco Securities, LLC. Investment advisory services are offered through Prudential Financial Planning Services, a division of Pruco Securities, LLC. Each is a Prudential Financial company located in Newark, NJ, and is solely responsible for its respective financial condition and contractual obligations. The Prudential Insurance Company of America is an Equal Opportunity/Affirmative Action Employer.  Register to View 1-00 Ed. 10/2009

Job Title: Financial Analyst Company: Prudential Location: Newark, NJ Description: Financial Analyst, Prudential International Investment Advisors About Prudential International Investment Advisors Prudential International Investment Advisers (PIIA), is an Investment Adviser registered with the SEC of the U.S.A, and is part of Prudential International Investments (PII). PII is the international investment management division of Prudential Financial (NYSE:PRU), a Fortune 500 company, which serves individual and institutional customers worldwide offering a variety of products and services, including life insurance, annuities, group insurance, asset management, financial advisory, retirement products, real estate brokerage franchises, and relocation services. PII is active in Italy, Japan, Korea, Mexico, Brazil, Taiwan, China, and India, and offers local and offshore investment products and services to retail and institutional clients in their respective markets. PIIA undertakes investment research, strategy and portfolio advisory functions. PIIA undertakes global macroeconomic and financial market research and analysis to develop global macroeconomic and financial market outlook. PIIA formulates investment strategy for equity & bond markets and global sectors. PIIA publishes regular reports on the economic outlook, market outlook, and investment strategy, special reports on topical issues in global markets, and provides research support to PII JVs and Business Units. PIIA also provides non-discretionary and general securities market advice and analysis. PIIA's clients are the investment, finance, marketing, and sales professionals within PII JVs and Business Units, and their clients in Asia, Europe, and LatAm.    Financial Analyst to assist Prudential International Investment Advisors  (PIIA) group with   1) Portfolio Management & Rebalancing and 2) Investment Outlook & Strategy 3) Financial Market & Macroeconomic Research & Forecasting.   (1) Portfolio Management & Rebalancing:  Provide quant and analytical support in managing and rebalancing global equity portfolios managed by PIIA.  Research companies to include/exclude in PIIA equity portfolios.   (2) Investment Outlook & Strategy:  Provide quant support to PIIA professionals in maintaining, updating, and expanding strategy, asset allocation and stock, bond and sector models;  Provide quant support and take initiative in expanding existing models and building new models such as earnings & valuation models for markets and regions; and assist in undertaking financial market research, running financial market models and publishing monthly investment outlook and investment strategy publications.   (3) Macroeconomic Research & Forecasting: Participate in undertaking global macroeconomic research; Running macroeconomic models and provide Econometric support in market and macroeconomic analysis and forecasting; and, Support in preparing monthly global economic outlook publication.   Prudential and its affiliates, Newark, New Jersey are Equal Opportunity/Affirmative Action Employers and are committed to diversity in our workforce.Masters Degree (MA / MBA / MS) with a specialization in Finance/ Financial economics /Financial Engineering.  Ph.D is not required, but applicants with a PhD will be considered.  Candidate needs to have strong Quantitative/Econometrics skills and experience with using finance, macroeconomic & econometric/statistical packages, and market databases and tools like FactSet, Bloomberg, Reuters.  Some work experience desirable. Less than 5% travel required.  Ability to work independently and with a team.

Job Title: Pvt Client Portfolio Analyst Company: Morgan Stanley Smith Barney Location: Little Falls, NJ Description: Join a team of seven who manage $1.2 billion and have been recognized as one of the top teams by research magazine and as #9 in New Jersey, and #11 in Barron’s Top Women Advisor poll of June 2009. Career progression is a given for those who contribute. Role would include money manager analysis, portfolio reviews and recommendations, financial planning including education funding, retirement income estimates and estate planning. Analytical skills with attention to detail essential. Must be interested in the stock market, have strong technical and people skills, enthusiasm and high energy. Series 7 and/or CPA or CFP a plus, but advanced training will be provided. Compensation will be determined based on experience and is evaluated regularly.

Job Title: Director, Annuities Advanced P Company: Prudential Location: Shelton, CT Description: Director, Annuities Advanced Planning: WEST COAST Location The Director, Advanced Planning provides value-add support to the Sales and Distribution organization.  This support is primarily in the delivery of educational seminars for insurance, CLU, ChFC, CIMA, CFP, CPA and CLE continuing education credit, as well as informational seminars for financial professionals, clients/prospects, and key accounts.  The seminars may also be part of internal, broker-dealer or industry events, and contain timely information about relevant tax rules and regulations.  The incumbent will also provide technical assistance to internal and external wholesalers and advisors on client/prospect situations.  In addition, this individual will assist in identifying training needs for internal associates and developing education tools to address those needs.  This position will be located in Western United States.     Bachelor's degree required (advanced degree (JD or MBA) preferred)10 or more years of advanced planning or comparable expertiseIndustry designation, such as CPA, CLU, ChFC or CFP, preferredFINRA Series 6 or 7 required, or must obtain, within 3 monthsInsurance license required, or must obtain, within 6 monthsVery strong presentation and facilitation skills.Ability to understand technical information and convey in an understandable fashion to multiple audiences

Job Title: Sr Financial Analysis Associate Company: Prudential Location: Plymouth, MN Description: The Life Agency and Expense Management unit is responsible for planning, forecasting, financial reporting, and business measurement for Service Delivery Life Insurance Operations organizations. The successful candidate will provide support and be the financial resource to business partners in achieving their expense management financial objectives. This non-exempt level position in the Finance Department is responsible for conducting and documenting moderate to complex financial analysis projects in the areas of management reporting, strategic planning, and expense management. Provides ongoing financial support and is financial resource for Life Operation's business partners, assists with and monitors cost/benefit analysis related to the Project Initiation process. This is a fast paced environment with high visibility and includes interaction with executives and management at all levels of the organization. The successful candidate will be a highly motivated individual with strong financial, analytical, interpersonal, partnering and PC skills. Ability to work independently and interact in a team setting, including teams remotely located.   Prudential and its affiliates, Newark, New Jersey are Equal Opportunity/Affirmative Action Employers and are committed to diversity in our workforce. Position requires four year degree or equivalent business experienceStrong analytical and problem solving skills Strong partnering skills Solid background in finance or accounting Ability to think strategically Strong verbal, written and presentation skills Strong knowledge of PC applications (MS Office Applications) Ability to balance individual and team assignments/responsibilities Knowledge of Operations metrics and measurements is a plus  OTHER COMMENTS:Overtime required during peak periods. Occasional travel may occur.

Job Title: Govt Contracts Financial Analyst, Staff Company: Lockheed Martin Location: Fairfax, VA Description: GMS Financial Planning and Analysis Lead for $300M+ LOB located in Fairfax, VA.Responsibilities include: LRP development, monthly outlook development to with risk and opportunity analysis, lead monthly accounting and Horizon close, IM forecasting and tracking, collections/billing reporting and forecasting, Working Capital analysis and reporting, LOB monthly review, quarterly CSR reviews, indirect rate analysis, and additional ad/hoc reporting.Applicants selected will be subject to government security investigation and must meet eligibility requirements for access to classified information.Standard Job DescriptionPerforms economic research and studies subjects such as rates of return, depreciation, working capital, investments, and financial and expense comparisons by analysis of profit and loss statements and income statements. Prepares reports of findings and recommendations to management. Develops, maintains, and establishes operational specifications for financial information systems considering such things as information flow, volume, and document format for data processing equipment. May provide analysis on business development and may monitor business performance by unit or division.