Northwestern Mutual · 3 months ago
VP, Financial Planning & Analysis
Milwaukee, WI Corporate
Full-time
Onsite
Lead/Staff
$167K/yr - $311K/yr
12+ years expNorthwestern Mutual is a leading financial services company, and they are seeking a VP of Financial Planning & Analysis. This role involves overseeing financial planning initiatives, providing strategic guidance to senior leadership, and driving collaboration across the organization to enhance financial performance and decision-making.
AdviceConsultingEmployee BenefitsFinanceFinancial ServicesInsuranceLife InsuranceWealth Management
Responsibilities
Design and lead comprehensive financial planning and forecasting strategy for significant portfolios company wide. This includes development of proposals and presentations to the Senior Leadership Team, the Board, and other corporate-level financial and operational committees
Synthesize and interpret complex financial data into compelling narratives that support business strategy and facilitate informed decision-making among stakeholders. Direct all financial planning, forecasting, and functional management activities in the Business Finance department
Serve as a trusted advisor to business units, providing consultative support to drive strategic financial decisions and enhance business outcomes. Drive collaboration with functional areas to optimize the company's cost structure and institute robust finance management policies and practices
Direct process improvements and efficiencies which can leverage the various company financial systems
Provide financial insights and recommendations to executive management to enhance corporate financial performance and strategic alignment. Lead cross-functional teams to develop capital and operating expense impacts of company capital projects
Partner with senior leadership across the organization to ensure that company spending and resource allocations are aligned with the company's short- and long-term strategic objectives such as Workforce Planning and other key stakeholders
Conduct proactive analysis to identify long-term implications of financial trends and operational changes, including workforce planning and resource allocation. guidance to key stakeholders across the company
Collaborate with finance and operational teams to enhance forecasting accuracy and transparency across business units
Utilize strong analytical capabilities to support expense management and provide actionable insights that inform strategic direction and optimize business performance
Participate effectively as a member of the Business Finance team, demonstrating transparent communication, effective conflict resolution skills of conflict and prioritization on department-wide initiatives
Build and manage a high-performing team including on-going coaching and development of teams, cyclical performance management, and directing daily work
Build and maintain strong relationships with internal and external stakeholders to support Business Finance initiatives
Analyze financial data to provide actionable insights into market trends and organizational performance
Ability to assist in future state tools selection for FP&A, participate in monthly meetings with Enterprise leadership team, review contracts and partner with strategic sourcing/procurement
Drive strategic cost-out initiatives by collaborating with leaders across the organization to identify and implement opportunities for cost reduction and efficiency improvements, ensuring alignment with corporate objectives
Build and mentor a high-performing team focused on transformation and business planning
Foster a culture of continuous improvement, innovation, and accountability
Provide leadership and guidance to project teams to ensure timely and successful completion of initiatives
Qualification
Required
Bachelor's degree required. Finance, Actuarial Science, Accounting preferred
Expert financial planning and analysis skills
Must have extensive and in-depth knowledge of company operations and culture
12+ years or more of relevant work experience in positions with increasing leadership responsibilities
Superior organizational agility, communication, and negotiation skills to maintain strong relationships with all levels of leadership
Superior analytical, critical thinking and decision-making skills. Ability to challenge effectively while building strong relationships at all levels in the company
Ability to lead people, build teams and improve work processes
Preferred
A CPA or MBA preferred
Advanced Excel and Expense Management Systems
Excellent leadership and team management skills
Strong strategic thinking and problem-solving abilities
Exceptional communication and presentation skills
Ability to build relationships and influence stakeholders at all levels
Strong project management skills with a focus on delivering results
Proficiency in financial modeling and analysis tools
High level of integrity and professionalism
Results-oriented with a strong sense of accountability
Adaptable and resilient in the face of change
Innovative mindset with a passion for continuous improvement
Company
Northwestern Mutual
Northwestern Mutual delivers financial security to millions with life, disability income and long-term care insurance, and investments.
5001-10000 employees
H1B Sponsorship
Northwestern Mutual has a track record of offering H1B sponsorships. Please note that this does not
guarantee sponsorship for this specific role. Below presents additional info for your
reference. (Data Powered by US Department of Labor)
Distribution of Different Job Fields Receiving Sponsorship
Represents job field similar to this job
Trends of Total Sponsorships
2020 (1)
Funding
Current Stage
Late StageLeadership Team
Timothy Gerend
Chairman, President and CEO
Phil Odella
COO/CFO
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