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Financial Consultant
Financial Consultant-November 2024
Milwaukee
Nov 2, 2026
About Financial Consultant

  JOB REQUIREMENTS: At Northwestern Mutual, we are strong, innovative andgrowing. We invest in our people. We care and make a positivedifference. Summary Work with Regional VP, Regional Directors, andinternal management regarding financial outlook of Network/DistrictOffices. Identify financial issues, and research and recommend optionsfor resolution. Conduct financial analysis to support decisions relatedto overall Network Office financial health, and investments for futuregrowth. Consult directly with field business partners, primarily ChiefFinancial Officers and Managing Office Partners, and may leadcross-departmental initiatives related to financial consulting,reviewing to assess current financial state/trends, including in-depthresearch/analysis of revenue sources, expense management, profitability,cash flow and debt structure/leverage. Further, conduct Where to Investconsulting, prepare financial scenarios using financial modeling tools,and provide ad hoc analysis to define/propose investment strategies.Primary Duties and Responsibilities Consulting Proactively identifyOffice financial issues and assist the VP DistributionPerformance/Principal and internal management in resolving these issuesby providing research and resolution options, taking into accountfinancial performance management standards, guidelines, andaccountabilities. Conduct financial statement/financial health reviewsto assess current state and trends of the Offices\' financial position.This includes in-depth research and analysis of sources of revenue,expense management, profitability, cash flow and debtstructure/leverage. Field Where to Invest Consulting Prepare financialscenarios using numerous financial modeling tools (e.g. FMM, PlanningTool, ROI, break-even) to direct decisions about investments in theOffice. Collaborate with regional team, field business partners andinternal management to assess the feasibility of new front lineleadership roles (e.g. FD, GDD, DD, MD). Provide ad hoc analysis todefine and propose investment strategies for the Office, includingthorough review and understanding of: MP contract and compensationprograms, expense management, financing debt servicing strategies andthe financial impact of front-line leadership appointments. Createfinancial tools to assess the impact of and guide decision making on thetiming of District start-ups and FD/DD appointments. Prepare MD/DD netincome projection to assess the viability of the new appointment.Financial Trend Analysis Provide summary reporting to internalmanagement on Office financial health based on proactively identifyingfinancial trends, opportunities and areas of concern. This informationis used to direct management decision making on support provided toOffices. Work directly with the VP Distribution Performance/Principaland Field business partners on developing both... For full info followapplication link. EEO/AA Employer/Vets/Disability ***** APPLICATIONINSTRUCTIONS: Apply Online: ipc.us/t/6556ED7567BD441E Qualified females,minorities, and special disabled veterans and other veterans areencouraged to apply.

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