Financial Planning & Analysis Assistant Director

Northwestern Mutual

4d • Hybrid

About The Position

Summary Responsible for independently and objectively analyzing, forecasting and reporting financial results for Northwestern Mutual and subsidiaries. Has interactions with department heads and finance leaders and requires strong business partnerships as analyses, insights and recommendations are presented. Primary Duties and 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.

Requirements

• 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.

Nice To Haves

• CPA or MBA designation is preferred.

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.

What This Job Offers

• Job Type: Full-time
• Career Level: Director
• Number of Employees: 5,001-10,000 employees