Brian Nee, Mba

Brian Nee, Mba Email and Phone Number

Senior Finance Leader | Business Advisor | Financial Planning & Analysis (FP&A) | Capital Planning @ Coleridge Initiative
Brian Nee, Mba's Location
Freehold, New Jersey, United States, United States
Brian Nee, Mba's Contact Details

Brian Nee, Mba personal email

n/a

Brian Nee, Mba phone numbers

About Brian Nee, Mba

I am Finance leader with a strong strategic focus, recognized for the ability to collaborate cross-functionally and deliver results in complex, highly regulated environments. Demonstrated success with fast paced situations, business strategy and execution, problem solving, and process improvement. Trusted business partner known for providing data, analytical insights, and strategic counsel in support of key decision-making. Skilled leader of people noted for building and developing high-performing teams.Areas of expertise:● Financial Planning & Analysis (FP&A)● Long range strategic planning● Decision support● Financial reporting & analysis● Budgeting● Forecasting● Financial modeling● Capital & liquidity management● Capital planning / budgeting● Expense management● Board reporting● Profitability analysis● Process improvement● Talent management & development

Brian Nee, Mba's Current Company Details
Coleridge Initiative

Coleridge Initiative

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Senior Finance Leader | Business Advisor | Financial Planning & Analysis (FP&A) | Capital Planning
Brian Nee, Mba Work Experience Details
  • Coleridge Initiative
    Chief Financial Officer
    Coleridge Initiative Jan 2022 - Present
    New York, New York, Us
  • Prudential Financial
    Vice President, Group Insurance Finance
    Prudential Financial Apr 2019 - Apr 2021
    Newark, New Jersey, Us
    Finance lead on a task force responsible for transforming the Group Insurance business and generating margin improvements consistent with competitive pricing targets.* Led development of the business case and reporting capabilities for tracking progress against the approved capital investment and targeted run-rate margin improvements.* Led the RFP process to select a strategic partner to provide operations and technology services in support of the Group Insurance new operating model.
  • Prudential Financial
    Vice President And Cfo, Pgim Investments And Pgim Global Partners
    Prudential Financial Sep 2015 - Mar 2019
    Newark, New Jersey, Us
    Led Finance function for businesses with over $200 billion in assets under management and operations in the U.S., Brazil, China, India, Italy, and Taiwan.* Oversaw financial planning & analysis, management reporting, expense management, capital planning and financial reporting through direct and non-direct reporting structure. * Re-engineered the financial planning process including enhancing models and implementing a thorough assumption review with senior leaders that ensured appropriate challenge and transparency.* Created business cases for all new products, in collaboration with Product Development, and received approval to launch target date funds and ETFs resulting in growth in AUM and fee revenue.* Developed product profitability results for each retail mutual fund and presented results to the mutual fund board of directors, successfully supporting the annual advisory contract renewal process.*Led finance due diligence for the sale and purchase of JV interests in Brazil and India, respectively, including financial modeling, intangible valuation and obtaining fairness opinions.*Presented at quarterly business reviews to the CEO of the asset management division on financial performance and KPIs, providing analytical insights on key variances, trends, opportunities, and risks.*Served as interim Treasurer and Principal Financial and Accounting Officer for the PGIM mutual funds. Directed SEC shareholder filings, audit relations, and reporting to the finance committee of the board.
  • Prudential Financial
    Vice President Treasury
    Prudential Financial Oct 2007 - Aug 2015
    Newark, New Jersey, Us
    Developed the company-wide capital plan and implemented capital and liquidity solutions for domestic and international insurance businesses.* Led the company-wide capital planning process to ensure key balance sheet metrics were compliant with Board approved targets.* Developed capital deployment recommendations, including shareholder distributions for Board approval and funding strategies for M&A opportunities.* Prepared and enhanced the Capital Protection Framework (CPF) to ensure capital adequacy in a stressed environment.* Supported Investor Relations in developing teleconference remarks for senior management for the quarterly earnings calls. * Developed a proposal for oversight and governance of capital and liquidity aligned with Federal Reserve Board standards approved by the Board.
  • Prudential Financial
    Vice President, Distribution Finance
    Prudential Financial Jun 2006 - Sep 2007
    Newark, New Jersey, Us
    Led Finance function for the company’s captive agency distribution channel.* Led long range planning and quarterly forecasting processes including establishing sales targets and developing embedded value analysis.* Developed financial models to support the design of producer and field management compensation plans and various business initiatives.* Led benchmarking studies and analysis to support financial and strategic planning activities.

Brian Nee, Mba Skills

Performance Measurement Accounting Data Science Corporate Finance Insurance Financial Modeling Business Analysis Strategic Planning Mutual Funds Talent Management Performance Benchmarking Financial Planning And Analysis Financial Analysis Treasury Business Case Development Financial Reporting Analytical Skills Product Development Mergers And Acquisitions Product Profitability

Brian Nee, Mba Education Details

  • Monmouth University
    Monmouth University
    Finance
  • Mount St. Mary'S University
    Mount St. Mary'S University
    Finance

Frequently Asked Questions about Brian Nee, Mba

What company does Brian Nee, Mba work for?

Brian Nee, Mba works for Coleridge Initiative

What is Brian Nee, Mba's role at the current company?

Brian Nee, Mba's current role is Senior Finance Leader | Business Advisor | Financial Planning & Analysis (FP&A) | Capital Planning.

What is Brian Nee, Mba's email address?

Brian Nee, Mba's email address is br****@****ial.com

What is Brian Nee, Mba's direct phone number?

Brian Nee, Mba's direct phone number is (973)-802*****

What schools did Brian Nee, Mba attend?

Brian Nee, Mba attended Monmouth University, Mount St. Mary's University.

What skills is Brian Nee, Mba known for?

Brian Nee, Mba has skills like Performance Measurement, Accounting, Data Science, Corporate Finance, Insurance, Financial Modeling, Business Analysis, Strategic Planning, Mutual Funds, Talent Management, Performance Benchmarking, Financial Planning And Analysis.

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