Distribution Senior Data Analyst at Northwestern Mutual

Milwaukee, Wisconsin, United States

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Not SpecifiedCompensation

Senior (5 to 8 years)Experience Level

Full TimeJob Type

UnknownVisa

Financial Services, InsuranceIndustries

Requirements

Bachelor’s Degree in Accounting, Finance, Actuarial Science, Mathematics or Economics
MBA, CFA or other relevant advanced degree preferred, but not required
Minimum of 5 years of related business experience working with financial statements, performing financial analysis & modeling using spreadsheet tools
Strong analytical skills with the proven ability to analyze business problems and make decisions
Demonstrated independent leadership and project management skills
High degree of personal initiative and ability to work independently managing multiple projects simultaneously in a fast-paced environment
Demonstrated ability to build rapport and influence at all levels within the Home Office and Field and participate in a cooperative team environment, comfortable working in a highly matrixed organization
5-10% travel time required

Responsibilities

Proactively identify Network Office financial issues and assist the Principals and internal management in resolving by providing research and resolution options, considering financial performance management standards, guidelines and accountabilities
Participate in interdepartmental projects related to the development of Field compensation, benefits and recognition for products or distribution initiatives
Perform analysis required for the assignment, including development of financial models
Manage the project work including the scope, schedule and documentation of research, analysis, modeling and presentation of implications to all stakeholders (financial representatives, Field management and policyowner/home office)
Develop educational and promotional materials regarding the financial representative and Field management compensation packages
Provide guidance to company and Field regarding compensation, benefit and recognition programs through consultations
Prepare financial scenarios using various financial modeling tools and concepts (Budgeting, Forecasting, NPV, ROI, etc.) to direct decisions about investments in the Office
Collaborate with the regional team, Field business partners and internal management to assess, define or propose investment strategies for the Office
Regular review of financial results with Field and Home Office leaders assessing against budget, forecast and peer performance to identify areas of risk and opportunity for additional operational focus
Gather and review competitor information to prepare comparisons to the company's Field compensation offerings
Provide guidance to company and Field individuals on competitor compensation

Skills

financial modeling

budgeting

forecasting

NPV

ROI

financial analysis

Excel

data analysis

stakeholder management

project management

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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