Current jobs related to Financial Planning - Milwaukee - Northwestern Mutual
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Financial Planning Assistant
1 month ago
Milwaukee, Wisconsin, United States Advisor Business Solutions Full timeFinancial Planning Internship OpportunityAt Advisor Business Solutions, we are seeking a highly motivated and detail-oriented individual to join our team as a Financial Planning Intern. This internship provides a unique opportunity to gain hands-on experience in the financial planning industry and develop valuable skills in financial planning, analysis, and...
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Financial Planning Specialist
5 days ago
Milwaukee, Wisconsin, United States Northwestern Mutual Life Insurance Company Full timeFinancial Planning and Analysis RoleWe are seeking a highly skilled financial planning and analysis professional to join our team at Northwestern Mutual Life Insurance Company. As a financial planning and analysis professional, you will play a critical role in supporting the company's overall expense management process.Key Responsibilities:Develop timely and...
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Financial Planning Manager
3 weeks ago
Milwaukee, Wisconsin, United States Regal Ware Full timeJoin Our Team as a Financial Planning ManagerRegal Ware is a fourth-generation, family-owned company based in the US Midwest, with over 100 years of experience in producing and selling high-quality cookware products. We're committed to innovation and excellence, and we're looking for a talented Financial Planning Manager to join our team.About the RoleWe're...
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Financial Planning Specialist
1 week ago
Milwaukee, Wisconsin, United States Northwestern Mutual Life Insurance Company Full timeFinancial Planning SpecialistWe are seeking a highly skilled Financial Planning Specialist to join our team at Northwestern Mutual Life Insurance Company. As a key member of our finance team, you will play a critical role in ensuring the optimal use of company resources and protecting or maintaining product value and financial strength.Your primary...
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Financial Planning Manager
3 weeks ago
Milwaukee, Wisconsin, United States Creation Technologies Full timeFinancial Planning ManagerCreation Technologies is seeking a highly skilled Financial Planning Manager to join our Milwaukee team. As a key member of our finance team, you will be responsible for preparing monthly financial reviews, forecasts, and annual operating plans for the site. Your role will involve interacting across the Creation Technologies matrix...
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Financial Planning Specialist
1 week ago
Milwaukee, Wisconsin, United States Northwestern Mutual Full timeWe are seeking a motivated and ambitious individual to join our team of Financial Advisors in Greater Milwaukee. As a Financial Advisor, you will have the opportunity to build your own practice and clientele, with the support and guidance of our experienced mentors and leaders.Our Financial Advisors provide comprehensive financial planning and advice to...
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Financial Planning Manager
4 weeks ago
Milwaukee, Wisconsin, United States Regal Ware Full timeJoin Our Team as a Financial Planning and Analysis ManagerRegal Ware is a fourth-generation, family-owned company based in the US Midwest, with a rich history spanning over 100 years. We're a leading manufacturer of high-quality cookware products, and we're always looking for innovative ways to improve our business.We believe that the kitchen and the family...
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Financial Planning Manager
3 weeks ago
Milwaukee, Wisconsin, United States Regal Ware Full timeRegal Ware Financial Planning ManagerWe are seeking a highly skilled Financial Planning Manager to join our team at Regal Ware. As a key member of our finance department, you will play a critical role in driving business growth and success.Key Responsibilities:Develop and maintain comprehensive financial models to support strategic initiativesLead financial...
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Financial Planning Manager
3 weeks ago
Milwaukee, Wisconsin, United States Regal Ware Full timeJoin Our Team as a Financial Planning ManagerRegal Ware is a fourth-generation, family-owned company based in the US Midwest with over 100 years of experience. We produce and sell high-quality cookware products and are always looking for innovative solutions to improve our business.We believe that the kitchen and family table are the heart of the home, where...
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Financial Planning Director
2 weeks ago
Milwaukee, Wisconsin, United States Global Channel Management Full timeAbout the JobGlobal Channel Management is seeking a highly skilled Finance Manager to join our team.The ideal candidate will have 4 years of experience in Financial Planning and Analysis or equivalent experience in Accounting/Finance.RequirementsBachelor's Degree in Accounting or Finance4 years of experience in Financial Planning and Analysis or equivalent...
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Certified Financial Planning Professional
2 weeks ago
Milwaukee, Wisconsin, United States NORTHWESTERN MUTUAL LIFE INSURANCE Full timeJob Title: Certified Financial Planning InternJoin Northwestern Mutual Life Insurance as a Certified Financial Planning Intern and embark on a rewarding career in financial services. As a member of our home office team, you will provide financial planning services to our financial representatives and gain hands-on experience in investment research, portfolio...
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Certified Financial Planning Professional
2 weeks ago
Milwaukee, Wisconsin, United States NORTHWESTERN MUTUAL LIFE INSURANCE Full timeJob Title: Certified Financial Planning InternJoin Northwestern Mutual Life Insurance as a Certified Financial Planning Intern and embark on a rewarding career in financial services. As a member of our home office team, you will provide financial planning services to our financial representatives and gain hands-on experience in investment research, portfolio...
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Financial Planning and Operations Manager
5 days ago
Milwaukee, Wisconsin, United States Lesaffre Yeast Corporation Full timeKey Responsibilities:• Monitor and analyze actual costs to prepare monthly reports comparing standard costs to actual production costs.• Analyze changes in raw materials and monitor accounting operations to ensure financial planning and budgeting are aligned with business objectives.• Collaborate with cross-functional teams to develop and implement...
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Certified Financial Planning Professional
2 weeks ago
Milwaukee, Wisconsin, United States NORTHWESTERN MUTUAL LIFE INSURANCE Full timeJob Title: Certified Financial Planning InternAt Northwestern Mutual, we are committed to building a talented team of professionals who share our passion for delivering exceptional financial services. As a Certified Financial Planning Intern, you will play a key role in providing financial planning services to our clients and developing your skills in...
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Financial Planning and Analysis Lead
5 days ago
Milwaukee, Wisconsin, United States Global Channel Management Full timeAbout the role at Global Channel Management:Global Channel Management is seeking a highly skilled Financial Planning and Analysis Lead to join our team. The ideal candidate will have a strong background in financial planning and analysis, with a proven track record of driving business growth and improvement.The Financial Planning and Analysis Lead will be...
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Certified Financial Planning Internship
4 weeks ago
Milwaukee, Wisconsin, United States Northwestern Mutual Full timeUnlock Your Potential with Northwestern MutualWe are seeking a highly motivated and detail-oriented individual to join our team as a Certified Financial Planning Intern. As a member of our financial planning services team, you will have the opportunity to work with experienced professionals and gain hands-on experience in financial planning, investment...
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Senior Financial Planning Manager
5 days ago
Milwaukee, Wisconsin, United States Wealth Enhancement Group Full timeWealth Enhancement Group: A Leader in Financial PlanningWealth Enhancement Group is a renowned independent wealth management firm dedicated to enriching the lives of our clients through personalized financial planning. Our team-based approach, combining the Roundtable and UniFi processes, sets us apart from the standard approach. With over 100 offices...
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Financial Planning and Accounting Manager
2 weeks ago
Milwaukee, Wisconsin, United States Lesaffre Yeast Corporation Full timeFinancial Planning and Accounting ManagerAt Lesaffre Yeast Corporation, we are seeking a highly skilled Financial Planning and Accounting Manager to join our team. The successful candidate will be responsible for:Monitoring and analyzing actual costs and preparing monthly reports comparing standard costs to actual production costs.Providing financial...
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Financial Planning Specialist
2 weeks ago
Milwaukee, Wisconsin, United States Vaco Full timeFinancial Analyst OpportunityVaco is seeking a skilled Financial Analyst to join our team in Milwaukee, WI. This is a fantastic opportunity to work with a dynamic client and contribute to the success of their financial operations.Key Responsibilities:Collaborate with the Director of Finance to develop and implement financial forecasting and budgeting...
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Financial Planning and Analysis Manager
1 month ago
Milwaukee, Wisconsin, United States Clarios Full timeJob SummaryAs a Manager, FP&A at Clarios, you will play a critical role in driving the company's short and long-term financial strategies. You will be responsible for analyzing market trends, competitive behavior, and financial data to inform business decisions. Your expertise will help shape the company's five-year Strategic Plans and ensure the...
Financial Planning
3 months ago
At Northwestern Mutual, we are strong, innovative and growing. We invest in our people. We care and make a positive difference. 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 career 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. Summary: Responsible for independently and objectively analyzing, forecasting and reporting financial results for Northwestern Mutual and subsidiaries. Has interactions with department heads and finance leaders and requires strong business partnerships as analyses, insights and recommendations are presented. Primary Duties & Responsibilities: Serves as a key financial resource on strategic initiatives for the FP&A team including participation in business case development. Responsible for managing the preparation of annual budgets, forecasts and reporting of results including variance analysis. Includes developing planning assumptions and understanding and communicating key business drivers of actual results. Participates in the setting, monitoring, and reporting targets/outcomes related to key performance indicators, which may include revenue, expense, or other metrics aligned with the companys financial and strategic goals. Prepares financial modeling and scenario planning, and performs analysis to identify trends, guide resource allocation and understand business drivers to ultimately drive policyowner value and financial strength. Knowledge, Skills, & Abilities: Bachelor's degree in accounting, finance, business administration, or related degree required. CPA or MBA designation is preferred. 5 to 7 years of demonstrated financial leadership in accounting, finance or financial reporting and analysis. Experience with IBM TM1 software and IBM Planning Analytics preferred. 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. Skills-Proficiency Level: Budgeting - Intermediate Consulting - Intermediate Cost Forecasting - Advanced Developing Proposals - Basic Expense Management - Intermediate Financial Modeling - Advanced Financial Reporting - Advanced Financial Reporting Systems - Expert Innovation - Advanced Negotiation - Intermediate Process Improvements - Intermediate Reconciliations - Advanced Strategic Decisions - Intermediate LI-Hybrid > partially onsite, partially remote Compensation Range: Pay Range - Start: $90,930.00 Pay Range - End: $168,870.00 Northwestern Mutual pays on a geographic-specific salary structure and placement in the salary range for this position will be determined by a number of factors including the skills, education, training, credentials and experience of the candidate; the scope, complexity as well as the cost of labor in the market; and other conditions of employment. At Northwestern Mutual, it is not typical for an individual to be hired at or near the top of the range for their role and compensation decisions are dependent on the facts and circumstances of each case. Please note that the salary range listed in the posting is the standard pay structure. Positions in certain locations (such as California) may provide an increase on the standard pay structure based on the location. Please click here for additiona l information relating to location-based pay structures. Grow your career with a best-in-class company that puts our clients interests at the center of all we do. Get started now We 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 California, Colorado, New York City, Washington or outside of a Corporate location, please click here for information pertaining to compensation and benefits. FIND YOUR FUTURE Were 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. Flexible work schedules Concierge service Comprehensive benefits Employee resource groups PandoLogic. Category:Finance, Keywords:FP&A Director, Location:MILWAUKEE, WI-53205