Northwestern Mutual · 2 weeks ago
Senior Analyst - Financial Planning & Analysis
Milwaukee, WI
Full-time
Onsite
Mid, Senior Level
$70K/yr - $149K/yr
5+ years expNorthwestern Mutual is committed to protecting and maintaining product value and financial strength. The Senior Analyst in Financial Planning & Analysis will support the company's expense management process by providing financial analysis, developing forecasts and budgets, and consulting with business partners to evaluate strategic decisions.
AdviceConsultingEmployee BenefitsFinanceFinancial ServicesInsuranceLife InsuranceWealth Management
Responsibilities
Interacts with executive officers, department heads, and other members of senior management to provide meaningful expense management consultation and analysis and presents recommendations to aid in decision-making
Proactively identifies issues and facilitates discussions to resolve those issues across functions and departments
Independently meets with 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 function/departments to better manage expenses or reduce spend
Responsible for building complex financial models to predict and understand the business as well as actual results. Understand cost drivers, internal metrics, unit costs and benchmarking for tracking and comparing results
Challenge assumptions made in forecasts and projections
Make connections to understand and integrate internal best practices to best support overall business objectives
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 developing strategies to best utilize systems and maintaining expertise over financial reporting systems (Such as PeopleSoft, IBM TM1 system, Apptio, or Project Portfolio Management)
May be responsible for corporate expense projections, metrics, accounting for payroll, fixed assets and intercompany charges between NM and its subsidiaries, procure to pay process or other corporate processes
Leads special projects and assignments related to expense management, product line allocations, financial reporting, process improvements, or other projects as requested by division leaders
Collaborates with other enterprise resources in Human Resources, Corporate Strategy or Planning Coordinators
Qualification
Required
Typically, 5 or more years of financial management experience and/or financial planning and analysis experience
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
Demonstrated ability to make effective decisions and influence without authority at all levels of leadership
Ability to maintain confidentiality and manage multiple assignments concurrently while effectively prioritizing
Ability to develop and present recommendations to management
Ability to build rapport and acceptance at different levels of management and across various departments
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
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