Regional Financial Cons

Northwestern Mutual•Milwaukee, WI

22h

About The Position

The Regional Financial Consultant works with Regional Vice Presidents, Regional Directors, internal management, and field business partners to assess and support the financial health and growth of Network and District Offices. The role identifies financial issues, researches and recommends resolution options, analyzes financial performance and trends, and supports decisions about investments and future growth. It consults primarily with Chief Financial Officers and Managing Office Partners and may lead cross-departmental financial consulting initiatives. The position conducts detailed reviews of Office financial statements and financial health, including revenue sources, expenses, profitability, cash flow, debt structure, and leverage. It prepares financial scenarios and investment analyses using modeling tools, provides short- and long-term planning support, and reports financial trends, opportunities, and concerns to management. It also provides day-to-day financial oversight and coaching to field partners, promotes use of Home Office tools and best practices, and contributes to the development of financial consulting processes and tools.

Requirements

Bachelor’s degree in business, accounting, or finance.
At least 5 years of related business experience working with financial statements, conducting 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 handle diverse assignments in a fast-paced environment.
Ability to build rapport and gain 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 different audiences and establish common understanding.

Nice To Haves

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

Responsibilities

Identify Office financial issues and provide research and resolution options to the VP Distribution Performance/Principal and internal management.
Review financial statements and assess Offices’ financial positions and trends, including revenue, expenses, profitability, cash flow, debt structure, and leverage.
Prepare financial scenarios using modeling tools such as FMM, Planning Tool, ROI, and break-even analyses 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, considering MP contracts and compensation programs, expense management, debt servicing, and the financial impact of leadership appointments.
Create financial tools to assess the timing of District start-ups and FD/DD appointments, and prepare MD/DD net income projections.
Report on Office financial health and identify trends, opportunities, and areas of concern to support management decisions about Office support.
Work with the VP Distribution Performance/Principal and field partners to develop short- and longer-term financial plans for each Office.
Collaborate with Field Accounting on trend analysis, best practices, and related requests.
Provide day-to-day Office financial consultation covering annual budgets and projections, 3–5 year rolling plans, line-of-credit usage, budget-to-actual results, peer comparisons, and financial or compensation questions.
Coach and train 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.
Collaborate with the Director and Home Office colleagues on financial tools, including modeling, retirement, net income projection, cash flow, and investment ROI tools.
Evaluate potential development and enhancements to financial consulting processes.