Northwestern Mutual · 9 hours ago
Financial Analyst
Milwaukee, WI
Full-time
Hybrid
Mid Level
$56K/yr - $104K/yr
3+ years expNorthwestern Mutual is a company focused on expense management and financial strength. The Financial Analyst role involves developing accurate expense reports, providing financial analysis, and consulting with business partners to evaluate strategic decisions.
AdviceConsultingEmployee BenefitsFinanceFinancial ServicesInsuranceLife InsuranceWealth Management
Responsibilities
Identifies issues for routine casework and participates in discussions to resolve those issues across departments. Makes decisions on more complex casework after consulting with higher level staff
Supports managers and directors to understand department operations and resulting cost structure
Coordinates monthly reporting of all expenses to meet financial reporting needs of the department
Monitors spend, develops forecasts and budgets and analyzes expense results
Applies creativity and innovation in identifying process improvements and other opportunities for the departments to better manage expenses or reduce spend
Builds financial models to predict and understand the business as well as actual results
Understands cost drivers, internal metrics, unit costs and benchmarking for tracking and comparing results
Challenges assumptions made in forecasts and projections
Assures that all expense activity follows the appropriate accounting controls, policies and procedures and is appropriately accounted for on the general ledger in compliance with statutory and/or GAAP accounting standards
May be responsible for maintaining aspects of the financial reporting systems (Such as PeopleSoft, IBM TM1 system, Apptio, or Project Portfolio Management)
May be responsible for corporate expense projections, metrics, fixed assets, accounting for payroll, fixed assets and intercompany charges between NM and its subsidiaries, and procure to pay process or other corporate processes
Supports special projects and assignments related to expense management, product line allocations, financial reporting, process improvements, or other projects as requested by division leaders
May collaborate with other enterprise resources in Human Resources, Corporate Strategy or Planning Coordinators
Qualification
Required
Typically three or more years of financial management experience and/or financial planning and analysis experience
Analytical, planning, organization, budgeting, problem solving, negotiation, oral and written communication skills are essential to this role
Ability to develop and interpret financial models for analysis
Ability to maintain confidentiality and manage multiple assignments concurrently while effectively prioritizing
Ability to develop and present recommendations to management
Ability to communicate clearly with peers and at different levels of management within finance and across the company
Preferred
Bachelor's degree in accounting, finance, business administration, or related degree with accounting emphasis preferred
CPA or CMA designation is preferred
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
Arkansas Business — Business News, Real Estate, Law, Construction
2026-01-12
Company data provided by crunchbase