Financial Planning & Analysis Assistant Director

Financial Planning & Analysis Assistant Director Accounting / Finance Milwaukee, WI Corporate / United States of America 23 Dec 2025 Description We're strong and growing. In a company with such a long and storied history, this may be the most exciting and important time to be a part of Northwestern Mutual. We're strong, innovative and growing. We invest in our people. We provide opportunities for employees to grow themselves, their career and in turn, our business. We care. We make a positive difference in our communities. Nationally, thousands have benefitted from our support of research and programs to fight childhood cancer. Each year, our Foundation, employees and financial representatives donate time, talent and financial support to causes they're passionate about. 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 & Responsibilities: Serves as a key financial resource on strategic initiatives for the FP&A 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. Knowledge, Skills, & Abilities: Bachelor's degree in accounting, finance, business administration, or related degree required. CPA or MBA designation is preferred. 5 to 7 years of demonstrated financial leadership in accounting, finance or financial reporting and analysis. Experience with IBM TM1 software and IBM Planning Analytics preferred. 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. #LI-Hybrid Compensation Range: Pay Range - Start: $92,750.00 Pay Range - End: $172,250.00 Geographic Specific Pay Structure: Structure 110: $102,060.00 USD - $189,540.00 USD Structure 115: $106,680.00 USD - $198,120.00 USD We believe in fairness and transparency. It’s why we share the salary range for most of our roles. However, final salaries are based on a number of factors, including the skills and experience of the candidate; the current market; location of the candidate; and other factors uncovered in the hiring process. The standard pay structure is listed but if you’re living in California, New York City or other eligible location, geographic specific pay structures, compensation and benefits could be applicable, click here to learn more. Grow your career with a best-in-class company that puts our clients' interests at the center of all we do. Get started now! Northwestern Mutual is an equal opportunity employer who welcomes and encourages diversity in the workforce. We are committed to creating and maintaining an environment in which each employee can contribute creative ideas, seek challenges, assume leadership and continue to focus on meeting and exceeding business and personal objectives. Skills Financial Reporting, Cost Forecasting, Client Counseling, Financial Modeling, Innovation, Developing Proposals, Budgeting, Expense Management, Process Improvements, Negotiation, Financial Reporting Systems, Strategic Decisions, Reconciliations (Inactive) FIND YOUR FUTURE We’re excited about the potential people bring to Northwestern Mutual. You can grow your career here while enjoying first-class perks, benefits, and our commitment to a culture of belonging.

Salary : $92,750 - $172,250