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Sr. Financial Planning & Analysis Analyst

At Northwestern Mutual, we are strong, innovative and growing. We invest in our people. We care and make a positive difference.

At Northwestern Mutual, we believe relationships are built on trust.  That our lives and our work matter. These beliefs launched our company over 160 years ago. Today, they're just a few of the reasons why people choose to build careers at Northwestern Mutual.

We're strong and growing.  In a company with such a long and storied history, this may be the most exciting and important time to be a part of Northwestern Mutual. We're strong, innovative and growing.

We invest in our people.  We provide opportunities for employees to grow themselves, their careers, and in turn, our business.

We care.  We make a positive difference in our communities. Nationally, thousands have benefitted from our support of research and programs to fight childhood cancer. Each year, our Foundation, employees and financial representatives donate time, talent and financial support to causes they're passionate about.


Support the Company's overall expense management process, focusing on ensuring efficient 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 improved expense management consultation and analysis. This includes collaborating with business partners and building financial models to evaluate strategic decisions, providing sophisticated financial analysis, developing forecasts and budgets, comparing expectations to peers and/or internal expectations, evaluating and presenting options and prioritizing solutions across the company.

Primary Duties and Responsibilities

  • Interacts with executive officers, department heads, and other members of senior management to provide important 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 operational improvements and other opportunities for the function/departments to better handle expenses or reduce spend.

  • Responsible for building sophisticated 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 standard methodologies 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 use 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, operational improvements, or other projects as requested by division leaders.

  • Collaborates with other enterprise resources in Human Resources, Corporate Strategy or Planning Coordinators.


  • Bachelor's 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 handle multiple assignments concurrently while effectively prioritizing.

  • Ability to develop and present recommendations to management.

  • Ability to establish trust and acceptance at different levels of management and across various departments.

  • CPA or CMA designation is helpful.

Skills-Proficiency Level:

Accounting - Expert

Budgeting - Intermediate

Consulting - Basic

Cost Forecasting - Intermediate

Expense Management - Intermediate

Financial Analysis - Expert

Financial Modeling - Advanced

Financial Reporting - Intermediate

Financial Reporting Systems - Advanced

Negotiation - Intermediate

Process Improvements - Basic

Reconciliations - Intermediate

Strategic Decisions - Basic


Great pay package, 401K, Company-sponsored retirement plan, Educational assistance, Performance-based incentive pay, Medical, dental and vision insurance, Parental leave, Caregiver time off….and more



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

W e are an equal opportunity/affirmative action employer and all qualified applicants will receive consideration for employment without regard to race, color, religion, gender identity or expression, sexual orientation, national origin, disability, age or status as a protected veteran, or any other characteristic protected by law.

If you work or would be working in Colorado or outside of a Corporate location, please click here for information pertaining to compensation and benefits.


We’re excited about the potential people bring to Northwestern Mutual. You can grow your career here while enjoying first-class perks, benefits, and commitment to diversity and inclusion.