Assistant Director - Financial Planning & Analysis

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.

Pay Range - End:

We believe in fairness and transparency. It's why we share the salary range for most of our roles. However, final salaries are based on a number of factors, including the skills and experience of the candidate; the current market; location of the candidate; and other factors uncovered in the hiring process. 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, click here to learn more.

Grow your career with a best-in-class company that puts our clients' interests at the center of all we do. Get started now!

Northwestern Mutual is an equal opportunity employer who welcomes and encourages diversity in the workforce. We are committed to creating and maintaining an environment in which each employee can contribute creative ideas, seek challenges, assume leadership and continue to focus on meeting and exceeding business and personal objectives.

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.

• Flexible work schedules
• Concierge service
• Comprehensive benefits
• Employee resource groups