Northwestern Mutual · 3 days ago
Distribution Senior Data Analyst
Milwaukee, WI
Full-time
Hybrid
Mid, Senior Level
$77K/yr - $142K/yr
5+ years expNorthwestern Mutual is a leading financial services company, and they are seeking a Distribution Senior Data Analyst to support the finance and rewards structure of their Distribution System. This role involves collaborating with Field and Home Office Leaders to analyze financials, design compensation programs, and provide guidance on financial decision-making.
AdviceConsultingEmployee BenefitsFinanceFinancial ServicesInsuranceLife InsuranceWealth Management
Responsibilities
Proactively identify Network Office financial issues and assist the Principals and internal management in resolving by providing research and resolution options, considering financial performance management standards, guidelines and accountabilities
Participate in interdepartmental projects related to the development of Field compensation, benefits and recognition for products or distribution initiatives. Perform analysis required for the assignment, including development of financial models. Manage the project work including the scope, schedule and documentation of research, analysis, modeling and presentation of implications to all stakeholders (financial representatives, Field management and policyowner/home office)
Develop educational and promotional materials regarding the financial representative and Field management compensation packages. Provide guidance to company and Field regarding compensation, benefit and recognition programs through consultations
Prepares financial scenarios using various financial modeling tools and concepts (Budgeting, Forecasting, NPV, ROI, etc. ) to direct decisions about investments in the Office
Collaborate with the regional team, Field business partners and internal management to assess, define or propose investment strategies for the Office
Regular review of financial results with Field and Home Office leaders assessing against budget, forecast and peer performance to identify areas of risk and opportunity for additional operational focus
Gather and review competitor information to prepare comparisons to the company's Field compensation offerings. Provide guidance to company and Field individuals on competitor compensation
Qualification
Required
Bachelor's Degree in Accounting, Finance, Actuarial Science, Mathematics or Economics
Minimum of 5 years of related business experience working with financial statements, performing financial analysis & modeling using spreadsheet tools
Strong analytical skills with the proven ability to analyze business problems and make decisions
Demonstrated independent leadership and project management skills
High degree of personal initiative and ability to work independently managing multiple projects simultaneously in a fast-paced environment
Demonstrated ability to build rapport and influence at all levels within the Home Office and Field and participate in a cooperative team environment, comfortable working in a highly matrixed organization
5-10% travel time required
Preferred
MBA, CFA or other relevant advanced degree preferred, but not required
Benefits
Flexible work schedules
Concierge service
Comprehensive benefits
Employee resource groups
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
Recent News
UPSTATE BUSINESS JOURNAL
2025-12-12
Company data provided by crunchbase