Manager, Agency Budget & Expense Management

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.

This role oversees agency budgets and expenses, ensuring effective cost control, policy compliance, and accurate financial reporting. You will work closely with Finance and business stakeholders to support budgeting, expense tracking, and agency initiatives.

Primary Roles & Responsibilities

• Manage and review agency expenses and payments to ensure accuracy, timeliness, and compliance with company policies.

• Track actual spending against approved budgets and highlight major variances to management.

• Prepare regular expenses and budget reports for management and Sales Heads.

• Support annual budgeting exercises, including budget allocation, consolidation, and reporting.

• Work closely with the Finance team on budget planning, fund allocation, and cost centre management.

• Ensure compliance with Procurement Spend Policy and Gifts & Hospitality guidelines.

• Support agency initiatives and events, including related administrative tasks.

• Provide ad‑hoc budget and expense support when required.

Job Specifications

Qualifications:

• Bachelor’s Degree in Finance, Accounting, Business Administration, Economics, or a related discipline.

Experience:

• Proven experience in budget management, expense tracking, or financial operations.

Knowledge & Skills:

• Strong understanding of governance, compliance, and internal controls.
• Good analytical skills with strong attention to detail.
• Ability to work collaboratively with Finance and business stakeholders.
• Good communication and report‑writing skills.

 

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.