Financial Planning & Analysis Analyst

About The Job

Support the Company's overall expense management process, focusing on optimal resource use and financial strength.

Responsibilities

• Develop timely and accurate expense reporting
• Provide value-added expense management consultation and analysis
• Consult with business partners and build financial models to evaluate strategic decisions
• Provide financial analysis, develop forecasts and budgets, compare expectations, evaluate options, and prioritize solutions
• Interact with executive officers, department heads, and senior management for meaningful expense management consultation and analysis
• Present recommendations to aid in decision-making
• Identify issues for routine casework and participate in discussions to resolve those issues across departments
• Support managers and directors in understanding department operations and cost structure
• Coordinate monthly reporting of all expenses to meet financial reporting needs of the department
• Maintain expense activity within appropriate accounting controls, policies, and procedures
• Apply creativity and innovation in identifying process improvements and opportunities for expense management
• Develop and interpret financial models for analysis
• Ensure all expense activity follows appropriate accounting controls, policies, and procedures and is appropriately accounted for on the general ledger in compliance with statutory and/or GAAP accounting standards
• Collaborate with other enterprise resources in Human Resources, Corporate Strategy or Planning Coordinators on special projects and assignments related to expense management, product line allocations, financial reporting, process improvements, or other projects as requested by division leaders

Requirements

• Bachelor's degree in accounting, finance, business administration, or related degree with accounting emphasis preferred
• Typically three or more years of financial management experience and/or financial planning and analysis experience
• Strong analytical, planning, organizational, budgeting, problem-solving, negotiation, oral and written communication skills
• Ability to develop and interpret financial models for analysis
• Ability to maintain confidentiality and manage multiple assignments concurrently while effectively prioritizing
• Ability to develop and present recommendations to management
• Ability to communicate clearly with peers and at different levels of management within finance and across the company
• CPA or CMA designation is preferred

Qualifications

• Knowledge of cost drivers, internal metrics, unit costs, and benchmarking for tracking and comparing results
• Ability to challenge assumptions made in forecasts and projections
• Experience with financial reporting systems such as PeopleSoft, IBM TM1 system, Apptio, or Project Portfolio Management
• Experience with corporate expense projections, metrics, fixed assets, accounting for payroll, fixed assets, and intercompany charges between NM and its subsidiaries, and procure to pay process or other corporate processes

Skills

• Budgeting
• Cost Forecasting
• Expense Management
• Reconciliations (Inactive)
• Financial Analysis
• Financial Modeling
• Financial Reporting
• Accounting
• Financial Reporting Systems
• Negotiation

Benefits

We offer a competitive compensation range starting at $65,440.00 with a maximum of $98,160.00, structured to reflect geographic specific pay structures for California, New York City, and other eligible locations. Click here to learn more about our compensation and benefits.

Pay

Pay Range - Start: $65,440.00
Pay Range - End: $98,160.00
Structure 110: $72,000.00 USD - $108,000.00 USD
Structure 115: $75,280.00 USD - $112,920.00 USD

Schedule

The standard pay structure is listed but if you're living in California, New York City or other eligible location, geographic specific pay structures, compensation and benefits could be applicable.

Find Your Future

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.