Regional Financial Cons

Northwestern Mutual•Milwaukee, WI

1d•$89,360 - $154,200

About The Position

The Regional Financial Cons works with Regional Vice Presidents, Regional Directors, internal management, and field business partners—primarily Chief Financial Officers and Managing Office Partners—to assess and support the financial health of Network and District Offices. The role identifies financial issues, researches and recommends resolution options, conducts financial analysis to support management decisions and future-growth investments, and may lead cross-departmental financial consulting initiatives. The position reviews Office financial statements and trends, including revenue, expenses, profitability, cash flow, and debt structure. It provides Where to Invest consulting, prepares financial scenarios using modeling tools, and performs ad hoc analysis to propose investment strategies. The role also supports financial planning and oversight, develops trend reporting and tools, coaches field partners, and contributes to projects that improve financial consulting services and processes.

Requirements

Bachelor's degree in business, accounting, or finance.
At least 5 years of related business experience working with financial statements, performing financial analysis and modeling, and using spreadsheet tools.
Broad knowledge of the company's products, distribution system, field compensation, and sales reporting.
Strong analytical skills and demonstrated ability to analyze business problems and make decisions.
Ability to manage multiple projects simultaneously and carry out diverse assignments in a fast-paced environment.
Ability to build rapport and acceptance at all levels within the Home Office and Field.
Excellent written and oral communication skills.
Ability to explain complex technical or financial information to varied audiences to build common understanding.
Skills in analytical thinking, consulting, financial acumen, financial management, and interpersonal relationship-building.

Nice To Haves

MBA or CFA.
Experience working with Northwestern Mutual's Field Management, including knowledge of its commission system, contract structure, and financial programs.

Responsibilities

Proactively identify Office financial issues and provide research and resolution options to support the VP Distribution Performance/Principal and internal management.
Conduct financial statement and financial-health reviews, analyzing revenue sources, expense management, profitability, cash flow, and debt structure or leverage.
Prepare financial scenarios using tools such as FMM, Planning Tool, ROI, and break-even models to inform Office investment decisions.
Collaborate with regional teams, field business partners, and internal management to assess the feasibility of new front-line leadership roles.
Provide ad hoc analysis and propose Office investment strategies, including review of MP contracts and compensation programs, expense management, debt servicing, and the financial impact of leadership appointments.
Create financial tools to assess and guide decisions on District start-up timing and FD/DD appointments; prepare MD/DD net income projections to assess appointment viability.
Provide internal management with summary reporting on Office financial health, trends, opportunities, and areas of concern.
Work with the VP Distribution Performance/Principal and field business partners to develop short- and longer-term financial plans for each Office.
Develop trend analysis with Field Accounting to address specific requests and identify best practices for communication to the Field and implementation with the home office.
Provide day-to-day Office financial management consultation, including annual budgets and projections, 3–5 year rolling plans, line-of-credit monitoring, budget-to-actual reviews, peer comparisons, and responses to field financial and compensation questions.
Provide coaching and training to field business partners to promote Office self-sufficiency and advocate for Home Office tools, reports, and best practices.
Participate in cross-departmental projects and initiatives to develop financial consulting services and tools for Field Management.
Collaborate with the Director and home office colleagues on financial tool development and evaluate potential process and tool enhancements.