Apply on Employer Site

Northwestern Mutual · 4 days ago

Financial Planning & Analysis Assistant Director

Milwaukee, WI

Full-time

Hybrid

Mid, Senior Level

$93K/yr - $198K/yr

7+ years exp

Northwestern Mutual is a leading financial services company, and they are seeking a Financial Planning & Analysis Assistant Director. The role involves analyzing, forecasting, and reporting financial results, while managing budgets and participating in strategic initiatives.

AdviceConsultingEmployee BenefitsFinanceFinancial ServicesInsuranceLife InsuranceWealth Management

H1B Sponsor Likely

Responsibilities

Serves as a key financial resource on strategic initiatives for the FPandA team including participation in business case development

Responsible for managing the preparation of annual budgets, forecasts and reporting of results including variance analysis. Includes developing planning assumptions and understanding and communicating key business drivers of actual results

Participates in the setting, monitoring, and reporting targets/outcomes related to key performance indicators, which may include revenue, expense, or other metrics aligned with the company’s financial and strategic goals

Prepares financial modeling and scenario planning, and performs analysis to identify trends, guide resource allocation and understand business drivers to ultimately drive policyowner value and financial strength

Qualification

Financial AnalysisFinancial ForecastingFinancial ModelingBudgetingCPAMBAAnalytical ThinkingOrganizational SavvyAttention to DetailNegotiation SkillsCommunication Skills

Required

Bachelor's degree in accounting, finance, business administration, or related degree required

Minimum of 7 or more years of demonstrated financial leadership in accounting, finance or financial reporting and analysis

Strong 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 complex analysis

Attention to detail, with the ability to operate in a fast-paced, rapidly changing environment

Proven ability to develop strong working relationships with all levels of the organization

Demonstrated ability to overcome obstacles and lead through change

Preferred

CPA or MBA designation is preferred

Benefits

Flexible work schedules

Concierge service

Comprehensive benefits

Employee resource groups

Company

Northwestern Mutual

Glassdoor3.9

Northwestern Mutual delivers financial security to millions with life, disability income and long-term care insurance, and investments.

Founded in 1857

Milwaukee, Wisconsin, USA

5001-10000 employees

https://www.northwesternmutual.com

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)