Senior Manager, Investment FP&A

Prudential’s purpose is to be partners for every life and protectors for every future. Our purpose encourages everything we do by creating a culture in which diversity is celebrated and inclusion assured, for our people, customers, and partners. We provide a platform for our people to do their best work and make an impact to the business, and we support our people’s career ambitions. We pledge to make Prudential a place where you can Connect, Grow, and Succeed.

Organisation Profile:

Prudential plc is an Asia-led portfolio of businesses focused on structural growth markets. The business helps individuals to de-risk their lives and deal with their biggest financial concerns through life and health insurance, and retirement and asset management solutions. Prudential plc has 20 million customers and is listed on stock exchanges in London, Hong Kong, Singapore, and New York.

Prudential was founded in London in 1848 on the principles of integrity, security and prudence and we still adhere to those principles today.

Job Scope: We are seeking an experienced and dynamic Senior Manager – Investment FP&A to lead the continual development of Investment data, process, FP&A and Reporting to support the management of investments. This role will play a critical role in shaping our cost management capability, driving standardisation and efficiency across the entire group. This position requires a strong process improvement mindset.

1. Investment process management and improvements:

• Support key reporting cycles including North Star (NS) actuals, Forecast (FYFC), Business Plan, ACR, and recharges, ensuring data consistency and alignment across all reporting outputs.

o Work with Local Business Units (LBUs), Central Pillars & Enablers and technology to appropriately capture and report investment spend across the Group

o Work with the Investment governance and procurement teams to integrate the approval pipeline into reporting and assist in building a credible forecast.

o Continue to evolve process improvements in collaboration with the Group Transformation Office and Data & Analytics process teams

• Act as a key contact point for North Star recharge matters across multiple business units, including Agency, Health, Customer, Wealth & Product (CWP), and Partnership.
• Support Pillars in the development of Business Cases using the Cost, Benefit, Recharge Toolkit
• Continue to enhance analytics and reporting capabilities across procurement information and Consulting spend with a link to North Star initiatives

2. Reporting

• Continue to evolve Investment FP&A reporting capabilities to drive effective decision making.
• Provide support for any month end activities such as cost review
• Provide support for monthly FP&A reporting for Regional CEO and Pillar representatives

Core Competences Required:

• Collaboration and Relationship Management: Ability to work across functions and build strong partnerships.
• Analytical Skills: Proficiency in financial analysis, cost management, performance evaluation and reporting.
• Change Management: Adaptability and driving transformation. Ability to continually improve processes.
• Influencing: Ability to explain key messages clearly and concisely and provide actionable advice.

Education and Experience:

• Experience:
  • A minimum of 5 years of experience in finance or cost management post qualification
• Education:
  • Bachelor’s degree in Finance, Accounting, or a related field.
  • Professional accounting qualification (e.g., CA, CPA, ACCA).
• Skills:
  • Strong analytical and strategic thinking abilities.
  • Strong communication and influencing skills
  • Ability to partner closely with the Pillar and Enabler Investment leads, LBU finance teams, and central entity accountants to drive Investment cost management
  • Preferred knowledge of Alteryx and PowerBI

Prudential is an equal opportunity employer. We provide equality of opportunity of benefits for all who apply and who perform work for our organisation irrespective of sex, race, age, ethnic origin, educational, social and cultural background, marital status, pregnancy and maternity, religion or belief, disability or part-time / fixed-term work, or any other status protected by applicable law. We encourage the same standards from our recruitment and third-party suppliers taking into account the context of grade, job and location. We also allow for reasonable adjustments to support people with individual physical or mental health requirements.