Job Classification:

Manager – Planning and Analysis

PFI’s focus on Emerging Markets provides an opportunity to create a diversified, fast growing Life and Retirement portfolio of companies that complements PFI’s market leading Japan business by focusing in Latin America, high growth markets in Asia and key markets in Africa. The Emerging Markets Region has an aspiration to become a meaningful value contributor to PFI in the near- and long-term horizon, focusing on strong organic growth and building key capabilities in addition to inorganic growth opportunities.

The Emerging Markets Regional finance team reports through the International CFO and provides financial and strategic support partnering with the regional business leaders and country operations across 11 markets – LatAm – Argentina, Brazil, Chile, Mexico, Colombia, Peru; Asia – China, Indonesia, India; and Africa – Ghana and Kenya.

The team is responsible for financial planning and analysis functions, business development, management reporting, capital, and strategic planning across markets. This team is uniquely positioned to provide financial guidance, influence and execute across a variety of strategic priorities in the region and countries.

Team responsibilities include:

• Financial management oversight to the region including business drivers, capital management, and financial planning & analysis
• Partnering with country and regional business leaders on strategic initiatives including distribution channels, new lines of business, product strategy, competitive analysis
• Providing strategic input and advice to the country CFOs on decisions regarding capital structure, product design, profitability metrics, and talent management
• Leading financial workstreams for M&A activity and other strategic initiatives within the region
• Continuing to build Global Finance Community by fostering collaboration, identifying training and mobility opportunities, and sharing best practices across geographies
• Advisor to the countries on PII / Corporate governance and effectively partner with Newark and Regional teams

Team is co-located in the US and Singapore.

Main Responsibilities for P&A role include:

• Analyze trends in the international businesses (pension and insurance markets), specifically in Latin America, and produce detailed insightful analytics, from proprietary and public information, for senior management, highlighting key changes and actionable insights.
• Lead the strategic and financial business planning for the Latin America operations, including business forecast and insightful analysis, including quarterly business reviews with country and regional leadership.
• Proactively identify opportunities to optimize processes and develop innovative approaches to assess the health of the businesses in each region.
• Support new products and business initiatives from a strategic, capital, and profitability perspective.
• Assist in capital management activities including the development of capital frameworks, cost of capital analysis, and analysis of business capital plans.
• Lead the process of developing major stakeholders’ deliverables (including CFO, regional leaders), including portfolio level presentations for senior management
• Opportunity to influence in-country Finance local teams through partnering and ability to work in multi-functional projects
• Develop detailed budget and forecast models to drive high quality decision-making and closely monitor business performance
• Collaboration with key internal stakeholders including regional leadership, Actuarial, Portfolio Management, Tax, Treasurers, and other internal teams
• Turning data into meaningful insights and transformative solutions and move stakeholders to action with plans to execute our recommendations
• Opportunity to support strategic initiatives and M&A, including due diligence and/or integration, development of investment thesis on potential growth opportunities, financial statement modeling, synergy analysis, business/corporate development strategies, etc.
• Talent management

Qualifications:

• Bachelor’s degree in finance, accounting, data analytics, or economics required
• MBA, CFA and/or CPA preferred
• 5 to 7 years of experience within the financial services industry with a focus preferably on:
  • Financial planning & analysis / insurance and retirement industries / emerging markets / capital management / corporate development and strategy / management consulting
• Strong aptitude for proactive problem solving, analytics, and process/project management
• Ability to partner effectively with all levels including business unit senior management
• Ability to manage multiple assignments and priorities in a fast-paced environment and communicate issues in a clear, succinct manner to peers and senior executives
• Excellent communication, interpersonal, teamwork and collaboration skills
• Advanced Financial Modeling, Excel, and Power Point skills, Power BI skills a plus
• Fluent in Spanish and Portuguese a plus
• Minimal travel expected

Salary range specific to Colorado: $118,000-$160,700 + discretionary incentive bonus + benefits. 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. In addition, employees are eligible for standard benefits package including paid time off, medical, dental and retirement.