Alan Breton Email & Phone Number

Hartford, Ct, Us

Boston, Ma, Us

New York, Ny, Us

• Educate equity analysts and investors as internal expert on financial performance, strategy, and growth opportunities.• Strategically interact with investment community regarding industry views, future growth opportunities, and market conditions.• Coordinate quarterly earnings calls and investor day presentations that effectively convey financial results and insights.• Create, conduct, and communicate competitor and benchmarking analyses to highlight gaps and proactive ways to remediate them.

New York, Ny, Us

• Oversaw the forecasting and reporting for the Defined Contribution and Non-Qualified Retirement businesses, including:⸰ P&L reporting to senior finance and business leaders ⸰ Revenue analyses for spread and fee-based products ⸰ Assets under management (AUM) and net cash flow projections ⸰ Tracking of KPIs, including retention rates and product adoptions⸰ Fee margin attribution and variance analyses • Collaborated with expense partners on annual budgeting and savings opportunities.• Partnered with pricing team to set annual sales goals and profitability metrics.• Provided analyses and projections for potential M&A transactions. • Integrated new forecasting tool that eliminated Excel sheets, built better system controls, and reduced processing time from weeks to days.

Newark, New Jersey, Us

Full Service Solutions Business, Cost Management Team • Partnered with Retirement Full Service Solutions leaders to manage expense budgets, identify efficiencies, and deploy resources for accelerating strategic growth.• Compiled multi-year forecasts that established business priorities and direction.• Utilized business volumes and metrics to pinpoint fixed/variable expenses, define affordability targets/acquisition, maintenance, and overhead categorization.• Provided driver-based allocation methodologies to inform product level pricing and profitability.• Reviewed capacity models with operations leaders to align assumptions with financial forecasts.• Participated in multiple cost savings and capacity creation initiatives, each producing $500K+ of expense reduction or resource re-deployment.

Newark, New Jersey, Us

Institutional Investment Solutions Business• Produced quarterly P&L results and forecasts for Institutional Investment Solutions (IIS) business leaders, highlighting key trends, opportunities, and progress to goals.• Provided financial scenario analysis for new products and strategic initiatives.• Briefed Finance leaders and business partners on IIS strategic projects and impacts to revenues, expenses, and sales forecasts.• Cross-functionally collaborated across multiple IIS business lines to develop Day One Funds cost benefit analysis utilized by leadership to make pricing and profitability decisions.• Conducted Proprietary Asset Risk Analysis that identified $26B of proprietary assets at risk of leaving Prudential worth ~$122M in revenue and was leveraged to prioritize retention efforts in the Retirement Full Service book.

Newark, New Jersey, Us

Institutional Income Product Team• Calculated, controlled, and communicated all financial metrics for the Institutional Income Team.• Supported Sales, Marketing, and Key Account Teams with client and participant analysis.• Reviewed and updated Forecast Model Reconstruction which eliminated inefficient processes and generated transparent P&L statements.• Reliably tested IFX Admin Pricing assumptions through forecasted scenario analysis in volatile market conditions to validate pricing model usage.

Newark, New Jersey, Us

Retirement Pricing Team • Monitored pricing model activity and profitability for new and existing business.• Created and distributed metric reports to senior management and business partners.• Conducted 2,500 DC Book of Business Client Analysis highlighting profitable and unprofitable market segments through creation of a 42-block matrix.• Implemented a concession and enhancement reporting tool that improved transparent tracking and client assignments.

New York, Ny, Us

Financial Analyst, Performance Measurement Group • Calculated mutual fund performance and returns based statistics for; Portfolio Management groups, Marketing, Client Services, Risk Management, and the RFP team• Managed numerous projects with IT, Operations, and Marketing to streamline data distribution and enhance reporting functionality• Oversaw the production and distribution of daily and monthly mutual fund performance reporting

Bachelor Of Science, Finance

Master Of Business Administration, Finance