Northwestern Mutual

Assistant Director Financial Planning & Analysis

Milwaukee, Wisconsin, United States

Not SpecifiedCompensation
N/AExperience Level
N/AJob Type
Not SpecifiedVisa
N/AIndustries

Requirements

Candidates must hold a Bachelor’s degree in accounting, finance, business administration, or a related field, and public accounting experience is preferred. Strong analytical skills, business acumen, and whole leadership in FP&A are essential qualifications.

Responsibilities

The Assistant Director of Financial Planning & Analysis will provide insightful analysis of financial performance, prepare and present financial reports, develop and maintain financial models, drive budgeting and forecasting processes, collaborate with senior leadership and cross-functional teams, conduct ad-hoc financial analysis, support strategic business cases, and lead and develop a high-performing team while managing the preparation of annual budgets and forecasts.

Skills

Northwestern Mutual

Provides financial security services, and wealth management

About Northwestern Mutual

Northwestern Mutual offers personalized financial planning, life insurance, and investment services, leveraging leading-edge technology to manage over $125 billion in client assets for more than 4.5 million clients.

Milwaukee, WisconsinHeadquarters
1856Year Founded
N/ACompany Stage
Consulting, Fintech, Financial ServicesIndustries
10,001+Employees

Benefits

Growing your Career
Compensation & Time Off
Insurance plans
Health Savings Account
Wellness programs & resources
401(k) plan and cash balance contributions

Risks

Fintech platforms like Carefull challenge traditional financial advisory services.
Internal competition may arise from Wellthi's focus on the Black community.
Customer dissatisfaction may grow due to increased retirement age expectations.

Differentiation

Northwestern Mutual maintains the highest financial strength ratings in the industry.
The company launched 'The Great Realization' campaign to refocus customer priorities.
Northwestern Mutual offers a unique Long-Term Advantage product with life insurance benefits.

Upsides

The aging population increases demand for retirement planning and long-term care solutions.
Partnerships with tech firms enhance Northwestern Mutual's data analytics capabilities.
Digital transformation in insurance leads to more personalized customer experiences.

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