Financial Analyst

Northwestern Mutual has been helping people and businesses achieve financial security for more than 165 years. Through a comprehensive planning approach, Northwestern Mutual combines the expertise of its financial professionals with a personalized digital experience and industry-leading products to help its clients plan for what's most important. With nearly $700 billion of total assets being managed across the company's institutional portfolio as well as retail investment client portfolios, more than $38 billion in revenues, and $2.4 trillion worth of life insurance protection in force, Northwestern Mutual delivers financial security to more than five million people with life, disability income and long-term care insurance, annuities, and brokerage and advisory services. Northwestern Mutual ranked 109 on the 2025 FORTUNE 500 and was recognized by FORTUNE® as one of the "World's Most Admired" life insurance companies in 2026.

The Financial Analyst collaborates with the highest-level to manage financial functions and assess performance of the firm. The ideal candidate must have superb organization skills, exceptional attention to detail, and high ownership of responsibilities. This is a critical, deadline-driven role in an organization with high growth trajectory - a great opportunity for those who value broad responsibilities and seek opportunities for accelerated professional growth.

• Provide financial planning, reporting, and analysis support for the Network Office and Financial Advisors.
• Co-lead the annual office production goal setting, financial budgeting, long-term forecasting, and business planning processes.
• Prepare and maintain daily, weekly, and monthly reporting, including sales and production results, activity tracking, contest qualifications, program payments, cash flow, and budget variance reporting.
• Track advisor activity, production stipends, and program qualifications; analyze program effectiveness and identify opportunities to improve performance.
• Build financial models and provide analytical support to office leaders and Financial Advisors to inform business decisions.
• Review and track leadership compensation splits, advisor incentives, and office cost-sharing arrangements.
• Support leadership with ad hoc projects, scenario analysis, ROI evaluation, performance assessment, and related reporting.

• 100% accuracy on reporting.
• Meet accounting, commissions, and reporting deadlines with no exception.
• Hold office staff accountable for delivering operation excellence.
• Exceptional customer service feedback based on responsiveness, quality of work and helpfulness.
• Always growing personally and professionally and improving organization performance by bringing Insights, Input, Ingenuity, and Initiatives daily.

• Bachelor’s degree in accounting or finance preferred
• Strong proficiency in MS Excel, including formulas and functions, pivot tables, VLOOKUP’s, nested IF statements, etc.
• Possess strong quantitative and analytical skills
• Excellent communication skills, able to communicate professionally at all levels
• Builder’s mindset - high executive and entrepreneurial effectiveness
• High sense of urgency and ability to meet deadlines with minimal supervision
• Impeccable attention to detail with superb organization skills and ability to multi-task
• Minimum 2 years of financial modeling and projection, financial reporting, budgeting.
• Ability to maintain utmost confidentiality