Northwestern Mutual · 1 month ago
VP, FP&A for Sales and Distribution
Milwaukee, WI Corporate
Full-time
Onsite
Senior Level, Lead/Staff
$167K/yr - $311K/yr
12+ years expNorthwestern Mutual is seeking a VP of FP&A for Sales and Distribution, responsible for driving financial insight and planning across various organizational domains. This role involves partnering with senior leadership to ensure financial management aligns with the company's strategic objectives and includes delivering analysis on sales performance and leading a high-performing team.
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Responsibilities
Deliver analysis on key drivers of field productivity, sales performance, expense allocations, and unit costs
Led cross-function efforts for multi-year sales and field growth plans
Work closely with leadership to assess field performance and distribution economics
Partner with marketing to evaluate marketing spend efficiency, ROI, campaign performance, and brand investment strategy
Support operational and service areas (Underwriting, Claims, Service, and Operations) with cost analysis, staffing plans, productivity measures, and process optimization insights
Translate complex financial data into clear, concise narratives for executive and board-level presentations
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
Benefits
This role is eligible for additional short-term and long-term incentive compensation.
Company
Northwestern Mutual
Northwestern Mutual delivers financial security to millions with life, disability income and long-term care insurance, and investments.
5001-10000 employees
Funding
Current Stage
Late StageLeadership Team
Timothy Gerend
Chairman, President and CEO
Phil Odella
COO/CFO
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