Financial Analyst

Northwestern Mutual has been helping people and businesses achieve financial security for more than 165 years. Through a comprehensive planning approach, Northwestern Mutual combines the expertise of its financial professionals with a personalized digital experience and industry-leading products to help its clients plan for what's most important. With nearly $700 billion of total assets being managed across the company's institutional portfolio as well as retail investment client portfolios, more than $38 billion in revenues, and $2.4 trillion worth of life insurance protection in force, Northwestern Mutual delivers financial security to more than five million people with life, disability income and long-term care insurance, annuities, and brokerage and advisory services.

Northwestern Mutual ranked 109 on the 2025 FORTUNE 500 and was recognized by FORTUNE® as one of the "World's Most Admired" life insurance companies in 2026.

The Financial Analyst collaborates with the highest-level to manage financial functions and assess performance of the firm. The ideal candidate must have superb organization skills, exceptional attention to detail, and high ownership of responsibilities. This is a critical, deadline-driven role in an organization with high growth trajectory - a great opportunity for those who value broad responsibilities and seek opportunities for accelerated professional growth.

This position is full-time, direct hire, located in Houston, Texas.

• Provide financial planning, reporting, and analysis support for the Network Office and Financial Advisors.
• Co-lead the annual office production goal setting, financial budgeting, long-term forecasting, and business planning processes.
• Prepare and maintain daily, weekly, and monthly reporting, including sales and production results, activity tracking, contest qualifications, program payments, cash flow, and budget variance reporting.
• Enhance and maintain reporting tools, dashboards, and performance tracking systems to improve data accessibility, reporting efficiency, and business decision-making.
• Track advisor activity, production stipends, and program qualifications; analyze program effectiveness and identify opportunities to improve performance.
• Build financial models and provide analytical support to office leaders and Financial Advisors to inform business decisions.
• Review and track leadership compensation splits, advisor incentives, and office cost-sharing arrangements.
• Support leadership with ad hoc projects, scenario analysis, ROI evaluation, performance assessment, and related reporting.

• Maintain accurate accounting records for the office using Northwestern Mutual’s Field Financial System.
• Manage the month-end close process, including timely review, reconciliation, and reporting activities.
• Oversee monthly accounts payable, accounts receivable, and credit card payment processes.
• Prepare, review, and reconcile general ledger entries, including the classification of office credit card charges.
• Manage interoffice invoicing, cost allocations, and shared expense calculations.
• Monitor banking activity and complete monthly bank reconciliations.
• Prepare and maintain semi-monthly cash flow forecasts to support liquidity planning and financial decision-making.
• Review monthly financial statements, production results, and variance analyses to evaluate office performance, identify trends, and support leadership decision-making.
• Support monthly financial reviews with office leadership and prepare required financial reporting submissions.
• Administer year-end 1099 reporting and issuance for the office.
• Partner with the outside CPA on tax payments, preparation, and filing of annual federal and state tax returns.
• Partner with technology and office teams to maintain accurate fixed-asset and inventory records.

• Process semi-monthly Financial Representative (FR) commissions payments - review/release ACH, address advisor questions and administer commission escrow and production allowance.
• Oversee manual compensation and fee-split calculations performed by the external accounting team, ensuring accuracy and compliance with established compensation arrangements.
• Maintain commission and fee-split calculation schedules and ensure all compensation data remains accurate and current.
• Manage commission processing calendars and payment timelines to ensure all payment deadlines are met.
• Administer financial…