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Financial Planning & Analysis Assistant Director

Job in Milwaukee, Milwaukee County, Wisconsin, 53244, USA
Listing for: Northwestern Mutual
Full Time position
Listed on 2025-12-31
Job specializations:
  • Finance & Banking
    Financial Analyst, Financial Manager
  • Business
    Financial Analyst, Financial Manager
Salary/Wage Range or Industry Benchmark: 92750 USD Yearly USD 92750.00 YEAR
Job Description & How to Apply Below

Financial Planning & Analysis Assistant Director

Apply to the Financial Planning & Analysis Assistant Director role at Northwestern Mutual
.

Summary

Responsible for independently and objectively analyzing, forecasting, and reporting financial results for Northwestern Mutual and its subsidiaries. Interaction with department heads and finance leaders 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 FP&A team, including participation in business case development.
  • Manages the preparation of annual budgets, forecasts, and reporting of results, including variance analysis; develops planning assumptions and communicates key business drivers.
  • Participates in setting, monitoring, and reporting targets/outcomes related to key performance indicators 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 policy owner 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.
  • 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: $92,750.00

Pay Range - End: $

Structure 110 Geographic Specific Pay: $ - $

Structure 115 Geographic Specific Pay: $ - $

Skills
  • Resource Management – Advanced
  • Cross Functional Partnering & Planning – Advanced
  • Financial Analysis – Advanced
  • Financial Acumen – Advanced
  • Business Automation – Advanced
  • Financial Forecasting – Advanced
  • Expense Reporting Management – Advanced
  • Attention to Detail – Advanced
  • Organizational & Political Savvy – Beginner
  • Business Acumen – Advanced
  • Consulting – Advanced
  • Analytical Thinking – Beginner
  • Storytelling through Data – Advanced
  • Process Improvement – Advanced
  • Learning Agility & Critical Thinking – Advanced
  • Process Mindset – Advanced
Benefits
  • Flexible work schedules
  • Concierge service
  • Comprehensive benefits
  • Employee resource groups

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.

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.

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