Financial Planning & Analysis Assistant Director
Milwaukee Succeeds, Milwaukee, Wisconsin, United States, 53244
Financial Planning & Analysis Assistant Director
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.
Knowledge, Skills, and Abilities
Bachelor's degree in accounting, finance, business administration, or related degree required.
CPA or MBA designation is preferred.
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.
Compensation Range Pay Range - Start: $94,640.00 Pay Range - End: $175,760.00
Benefits 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
#LI-Hybrid
EEO/AA Employer/Vets/Disability
#J-18808-Ljbffr
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.
Knowledge, Skills, and Abilities
Bachelor's degree in accounting, finance, business administration, or related degree required.
CPA or MBA designation is preferred.
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.
Compensation Range Pay Range - Start: $94,640.00 Pay Range - End: $175,760.00
Benefits 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
#LI-Hybrid
EEO/AA Employer/Vets/Disability
#J-18808-Ljbffr