What are the responsibilities and job description for the Senior Financial Analyst position at Northwestern Mutual?
About The Job
Support the Company's sales reporting and planning processes by delivering timely, accurate reports, forecasts, and analysis that inform business decisions and drive performance. Provide value‑added insights through financial modeling, variance analysis, and cross‑functional collaboration to support monthly reporting, the annual Sales Plan, and the Mid‑Year Forecast.
What You'll Do
Compensation Range
Pay Range - Start:
$81,280.00
Pay Range - End
$121,920.00
Structure 110
Geographic Specific Pay Structure:
$89,440.00 USD - $134,160.00 USD
Structure 115
$93,440.00 USD - $140,160.00 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
Resource Management (NM) - Intermediate, Process Improvement (NM) - Intermediate, Financial Acumen (NM) - Advanced, Process Mindset (NM) - Intermediate, Business Automation (NM) - Intermediate, Business Acumen (NM) - Intermediate, Storytelling through Data (NM) - Intermediate, Cross Functional Partnering & Planning (NM) - Intermediate, Financial Analysis (NM) - Intermediate, Financial Forecasting (NM) - Advanced, Consulting (NM) - Intermediate, Expense Reporting Management (NM) - Advanced, Learning Agility & Critical Thinking (NM) - Intermediate, Attention to Detail (NM) - Advanced
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.
Support the Company's sales reporting and planning processes by delivering timely, accurate reports, forecasts, and analysis that inform business decisions and drive performance. Provide value‑added insights through financial modeling, variance analysis, and cross‑functional collaboration to support monthly reporting, the annual Sales Plan, and the Mid‑Year Forecast.
What You'll Do
- Produce and validate monthly corporate sales reports and dashboards; ensure data accuracy and timely distribution to stakeholders.
- Perform detailed variance analysis (actual vs. plan / prior year), identify key drivers, and present concise insights and recommendations.
- Build and maintain decision‑grade financial models and scenario analyses for product lines and initiatives.
- Interact with executive officers, department heads, and other members of senior management to provide meaningful sales focused analysis and presents recommendations to aid in decision-making.
- Proactively identify issues and facilitate discussions to resolve those issues across functions and departments.
- Responsible for building complex financial models to predict and understand the business as well as actual results. Understand drivers and internal metrics for tracking and comparing results.
- Challenge assumptions made in forecasts and projections.
- Make connections to understand and integrate internal best practices to best support overall business objectives.
- Communicate results clearly to managers and senior stakeholders; prepare executive‑level commentary for leadership and board materials.
- Apply creativity and innovation in identifying process improvements and other opportunities to provide insight.
- May be responsible for developing strategies to best utilize systems and maintaining expertise over financial reporting systems.
- Lead special projects and assignments related to sales reporting, financial reporting, process improvements, or other projects as requested by division leaders.
- Partner with Data Solutions, Accounting, Sales Enablement, Corporate Strategy and business leaders to source data, resolve discrepancies, and improve data flows
- Bachelor's degree in accounting, finance, business administration, or related degree with accounting emphasis preferred.
- Typically, 5 or more years of financial management experience and/or financial planning and analysis experience.
- 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.
- Demonstrated ability to make effective decisions and influence without authority at all levels of leadership.
- Ability to maintain confidentiality and manage multiple assignments concurrently while effectively prioritizing.
- Ability to develop and present recommendations to management.
- Ability to build rapport and acceptance at different levels of management and across various departments.
- CPA or CMA designation is preferred.
Compensation Range
Pay Range - Start:
$81,280.00
Pay Range - End
$121,920.00
Structure 110
Geographic Specific Pay Structure:
$89,440.00 USD - $134,160.00 USD
Structure 115
$93,440.00 USD - $140,160.00 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
Resource Management (NM) - Intermediate, Process Improvement (NM) - Intermediate, Financial Acumen (NM) - Advanced, Process Mindset (NM) - Intermediate, Business Automation (NM) - Intermediate, Business Acumen (NM) - Intermediate, Storytelling through Data (NM) - Intermediate, Cross Functional Partnering & Planning (NM) - Intermediate, Financial Analysis (NM) - Intermediate, Financial Forecasting (NM) - Advanced, Consulting (NM) - Intermediate, Expense Reporting Management (NM) - Advanced, Learning Agility & Critical Thinking (NM) - Intermediate, Attention to Detail (NM) - Advanced
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.
- Flexible work schedules
- Concierge service
- Comprehensive benefits
- Employee resource groups
Salary : $81,280 - $121,920