Distribution Senior Data Analyst

Northwestern Mutual•Milwaukee, WI

11h

About The Position

Summary: View the Distribution System’s finance and rewards structure broadly via helping to design rewards and then partnering to support office financials. W ork with Field and Home Office Leaders to interpret office financials, influence Field Office decision making with financial analysis , and proactively identify risks, issues and opportunities for deeper analysis. Involved in the design projects involving the evaluation, resolution and implementation of Field compensation , benefits and recognition program s considering the implications of all stakeholders. P rovide guidance and support to the Field consultation roles (e.g., P rincipals and Field financial consultants) and the Field offices you support. Primary Duties & Responsibilities: Proactively identify Network Office financial issues and assist the Principal s 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, F orecasting, NPV, ROI , etc . ) to direct decisions about investments in the Office. Collaborate with the regional t e am, Field business partners and internal management to assess, define or propose investment strategies for the Office. Regular r eview 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.

Requirements

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

Nice To Haves

MBA, CFA or other relevant advanced degree preferred, but not required

Responsibilities

Proactively identify Network Office financial issues and assist the Principal s 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, F orecasting, NPV, ROI , etc . ) to direct decisions about investments in the Office.
Collaborate with the regional t e am, Field business partners and internal management to assess, define or propose investment strategies for the Office.
Regular r eview 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.