Assistant Director - Financial Planning & Analysis

Company: Northwestern Mutual
Location: Milwaukee
Posted on: April 9, 2025

Job Description:

At Northwestern Mutual, we are strong, innovative and growing. We invest in our people. We care and make a positive difference.Summary:The Assistant Director - FP&A plays a crucial role in leading executive level reporting to Senior Leaders and the Board of Trustees. This position is responsible for both facilitating and assisting in the enterprise reporting processes and collaborating with cross-functional teams to deliver meaningful insights and analysis on company results.Primary Duties & Responsibilities:

• Lead the financial reporting and insights processes for the Board of Trustee meetings and updates (e.g., Board Briefing Book, Board Flash, Presentations).
• Collaborate cross-functionally to identify, synthesize, and communicate key financial and business insights at an executive level.
• Assist in the preparation and validation of the monthly financial forecast (Pulse), and annual Business Plan and Mid-Year Forecasts.
• Contribute to the development of a more robust reporting package for executive leadership.
• Analyze monthly financial results to identify patterns, trends, correlations, or cause-and-effect relationships. Look for any significant findings or insights that emerge from the data to improve the quality and effectiveness of the reporting and forecasting processes for both Company and product line results.
• Conduct ad hoc financial analysis and develop presentations to provide decision support on special projects as required.
• Meaningful interaction with finance senior leadership including the Controller and Vice President - FP&A.
• Foster a collaborative and inclusive team environment, promoting knowledge sharing and cross-functional collaboration.Knowledge, Skills, & 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.#LI-HybridCompensation Range:Pay Range - Start:$92,750.00Pay Range - End:$172,250.00Northwestern Mutual pays on a geographic-specific salary structure and placement in the salary range for this position will be determined by a number of factors including the skills, education, training, credentials and experience of the candidate; the scope, complexity as well as the cost of labor in the market; and other conditions of employment. At Northwestern Mutual, it is not typical for an individual to be hired at or near the top of the range for their role and compensation decisions are dependent on the facts and circumstances of each case. Please note that the salary range listed in the posting is the standard pay structure. Positions in certain locations (such as California) may provide an increase on the standard pay structure based on the location. Please click here for additional information relating to location-based pay structures.Grow your career with a best-in-class company that puts our client's interests at the center of all we do. Get started now!We are an equal opportunity/affirmative action employer and all qualified applicants will receive consideration for employment without regard to race, color, religion, gender identity or expression, sexual orientation, national origin, disability, age or status as a protected veteran, or any other characteristic protected by law.If you work or would be working in California, Colorado, New York City, Washington or outside of a Corporate location, please click here for information pertaining to compensation and benefits.FIND YOUR FUTUREWe'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 groupsPandoLogic. Category:Finance, Keywords:FP&A Director, Location:Milwaukee, WI-53205

Keywords: Northwestern Mutual, Janesville , Assistant Director - Financial Planning & Analysis, Accounting, Auditing , Milwaukee, Wisconsin