Senior Analyst - Financial Planning & Analysis

Company: Northwestern Mutual
Location: Saint Francis
Posted on: February 15, 2026

Job Description:

Support the Companys overall expense management process, focusing on ensuring optimal use of Company resources and ultimately protecting or maintaining product value and financial strength either at the corporate level or for an assigned function/department. Develop timely and accurate expense reporting and provide value-added expense management consultation and analysis. This includes consulting with business partners and building financial models to evaluate strategic decisions, providing complex financial analysis, developing forecasts and budgets, comparing expectations to peers and/or internal expectations, evaluating and presenting options and prioritizing solutions across the company. What Youll Do: Interacts with executive officers, department heads, and other members of senior management to provide meaningful expense management consultation and analysis and presents recommendations to aid in decision-making. Proactively identifies issues and facilitates discussions to resolve those issues across functions and departments. Independently meets with managers and directors to understand department operations and resulting cost structure. Coordinates monthly reporting of all expenses to meet financial reporting needs of the department. Monitors spend, develops forecasts and budgets and analyzes expense results. Applies creativity and innovation in identifying process improvements and other opportunities for the function/departments to better manage expenses or reduce spend. Responsible for building complex financial models to predict and understand the business as well as actual results. Understand cost drivers, internal metrics, unit costs and benchmarking for tracking and comparing results. Challenge assumptions made in forecasts and projections. Make connections to understand and integrate internal best practices to best support overall business objectives. Assures that all expense activity follows the appropriate accounting controls, policies and procedures and is appropriately accounted for on the general ledger in compliance with statutory and/or GAAP accounting standards. May be responsible for developing strategies to best utilize systems and maintaining expertise over financial reporting systems (Such as PeopleSoft, IBM TM1 system, Apptio, or Project Portfolio Management). May be responsible for corporate expense projections, metrics, accounting for payroll, fixed assets and intercompany charges between NM and its subsidiaries, procure to pay process or other corporate processes. Leads special projects and assignments related to expense management, product line allocations, financial reporting, process improvements, or other projects as requested by division leaders. Collaborates with other enterprise resources in Human Resources, Corporate Strategy or Planning Coordinators. What Youll Bring To The Role: Bachelors degree in accounting, finance, business administration, or related degree with accounting emphasis preferred. Typically, 5 or more years of financial management experience and/or financial planning and analysis experience. 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. Demonstrated ability to make effective decisions and influence without authority at all levels of leadership. Ability to maintain confidentiality and manage multiple assignments concurrently while effectively prioritizing. Ability to develop and present recommendations to management. Ability to build rapport and acceptance at different levels of management and across various departments. CPA or CMA designation is preferred. Compensation Range: Pay Range - Start: $71,120.00 Pay Range - End: $132,080.00 Geographic Specific Pay Structure: Structure 110: Structure 115: 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. 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. Skills Resource Management (NM) - Intermediate, Process Improvement (NM) - Intermediate, Financial Acumen (NM) - Advanced, Business Automation (NM) - Intermediate, Process Mindset (NM) - Intermediate, Financial Analysis (NM) - Intermediate, Business Acumen (NM) - Intermediate, Cross Functional Partnering & Planning (NM) - Intermediate, Storytelling through Data (NM) - Intermediate, Financial Forecasting (NM) - Advanced, Consulting (NM) - Intermediate, Expense Reporting Management (NM) - Advanced, Learning Agility & Critical Thinking (NM) - Intermediate, Attention to Detail (NM) - Advanced

Keywords: Northwestern Mutual, Milwaukee , Senior Analyst - Financial Planning & Analysis, Accounting, Auditing , Saint Francis, Wisconsin