Financial Planning
3 weeks ago
Job Description At Northwestern Mutual, we are strong, innovative, and growing. We invest in our people. We care and make a positive difference. 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 company’s 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. 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 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. 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 We are an equal opportunity/affirmative action employer and all qualified applicants will receive consideration for employment without regard to race, color, religion, sex, sexual orientation, gender identity or expression, national origin, age, disability, or status as a protected veteran, or any other characteristic protected by law. #J-18808-Ljbffr
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Financial Planning Specialist
2 months ago
Milwaukee, United States WestPoint Financial Group Full timeJob DescriptionJob DescriptionWestPoint Financial Group is seeking a Financial Planning Specialist to join our Financial Planning department in one of our district offices (Chicago, Indianapolis, or Milwaukee). A financial planning specialist provides the highest level of planning services for clients by analyzing each client's goals and financial...
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Financial Planning Specialist
3 days ago
Milwaukee, Wisconsin, United States North Star Resource Group Full timeJob OpportunityWe are seeking a highly motivated and skilled Financial Planning Specialist to join our team at North Star Resource Group. As a Financial Planning Specialist, you will play a critical role in helping our clients achieve their financial goals and objectives.Key ResponsibilitiesCustomize Financial Plans: Develop and implement comprehensive...
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Financial Planning Specialist
4 days ago
Milwaukee, Wisconsin, United States North Star Resource Group Full timeAbout the RoleWe are seeking a highly motivated and entrepreneurial individual to join our team as a Financial Planning Specialist. As a key member of our organization, you will have the opportunity to work directly with clients, providing personalized financial planning and guidance to help them achieve their financial goals.Key ResponsibilitiesDevelop and...
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Financial Planning Specialist
6 days ago
Milwaukee, Wisconsin, United States North Star Resource Group Full timeAbout the RoleWe are seeking a highly motivated and entrepreneurial individual to join our team as a Financial Planning Consultant. As a key member of our organization, you will have the opportunity to work directly with clients, providing personalized financial planning and guidance to help them achieve their goals.ResponsibilitiesDevelop and implement...
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Financial Planning Consultant
7 days ago
Milwaukee, United States North Star Resource Group Full timeDescription We are looking to find a candidate for a financial advising position in Milwaukee. We are looking for a recent college graduate or a more experienced individual in a position today not feeling fulfilled and looking to start in a profession designed around serving others and making an impact. Additionally, you will work under the guidance and...
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Financial Planning Analyst
2 weeks ago
Milwaukee, Wisconsin, United States MillerCoors Brewing Company Full timePosition Overview:As a Financial Analyst at MillerCoors Brewing Company, you will be an integral part of the Global Business Services (GBS) team. Your role will encompass providing essential support across various financial functions, including but not limited to month-end closing, budgeting, forecasting, reporting, and analytical troubleshooting.Key...
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Financial Advisor
2 weeks ago
Milwaukee, United States Thrivent Financial Full time*Meaningful work. Rewarding career.* Make an impact providing holistic purpose-based financial advice to clients, helping them achieve their goals. Youll enjoy the satisfaction of making a difference in the lives of the people you serve while also having control over the income you earn, as youll be paid through commissions and incentives based on your...
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Financial Planning Analyst
2 weeks ago
Milwaukee, Wisconsin, United States Timothy Jon & Associates Full timeJob OverviewCompany Background:Timothy Jon & Associates stands as a prominent player in the commercial real estate sector, marked by exceptional growth and a commitment to excellence. This mid-sized firm prides itself on delivering outstanding service to its clients, consistently exceeding expectations.With a vibrant workplace culture, the company...
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Financial Planning and Analysis Lead
6 days ago
Milwaukee, Wisconsin, United States Rockwell Automation Full timeAbout the RoleWe are seeking a highly skilled Lead Financial Analyst to join our team at Rockwell Automation. As a key member of our finance team, you will play a critical role in supporting our business growth and strategic initiatives.Key ResponsibilitiesProvide financial analysis and insights to support business decisions, including revenue growth,...
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Lead Financial Planning Analyst
2 weeks ago
Milwaukee, Wisconsin, United States API Delevan Full timePosition Overview:API Delevan is looking for a Division Senior FP&A Analyst to join our team within the Industrial Powertrain Solutions Segment. This pivotal role will enhance our financial planning, reporting, and analytical capabilities within the division.Key Responsibilities:Facilitate monthly operational reviews, annual financial plans, and long-term...
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Manager of Financial Planning
2 weeks ago
Milwaukee, Wisconsin, United States Precision Castparts Corp Full timePosition: Financial Planning & Analysis Manager Company Overview: Precision Castparts Corp. is a leading manufacturer specializing in structural investment castings and airfoil castings for the aerospace sector. Job Summary: The Financial Planning & Analysis Manager is tasked with enhancing and developing financial measurement systems to support informed...
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Financial Planning
2 months ago
Milwaukee, United States Northwestern Mutual Full timeAt Northwestern Mutual, we are strong, innovative and growing. We invest in our people. We care and make a positive difference. Summary Support the Company's 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...
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Financial Planning
24 hours ago
Milwaukee, United States Northwestern Mutual Full timeAt Northwestern Mutual, we are strong, innovative and growing. We invest in our people. We care and make a positive difference. Summary Support the Company's 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...
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Financial Planning
4 weeks ago
MILWAUKEE, United States Northwestern Mutual Full timeAt Northwestern Mutual, we are strong, innovative and growing. We invest in our people. We care and make a positive difference. Summary Support the Company's overall expense management process, focusing on ensuring optimal use of Company resources and ultimately protecting or maintaining product value and financial strength...
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Financial Planning
2 months ago
Milwaukee, United States Northwestern Mutual Full timeAt Northwestern Mutual, we are strong, innovative and growing. We invest in our people. We care and make a positive difference. Summary Support the Company's 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...
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Financial Planning and Analysis Intern
4 hours ago
Milwaukee, United States Source Point Staffing Full timeDirect Supply is building the future of healthcare technology with industry-leading products, solutions, and platforms to help improve the lives of millions of seniors and those who care for them. In the Financial Planning and Analysis Intern position, you'll be responsible for reporting financial information, preparing quantitative analyses, and helping to...
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Milwaukee, Wisconsin, United States Robert W. Baird & Company, Inc. Full timeAbout the ProgramThe Robert W. Baird & Company, Inc. Financial Advisor Foundations Program is a comprehensive rotational program designed for individuals passionate about a career in financial advising.Key Program ComponentsWork Experience: Gain hands-on experience in various aspects of financial advising, including client relationships, financial planning,...
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Senior Financial Analyst
2 weeks ago
Milwaukee, Wisconsin, United States A. O. Smith Corporation Full timeAbout A. O. Smith CorporationA. O. Smith Corporation is a leading manufacturer of water heating and water treatment technologies, with a rich history spanning over 150 years. As a $3.9 billion company, we employ over 13,000 individuals globally who are committed to providing innovative water technology solutions.We take pride in our company's values and...
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Senior Financial Analyst
2 days ago
Milwaukee, Wisconsin, United States A. O. Smith Corporation Full timeAbout A. O. Smith CorporationA. O. Smith Corporation is a leading manufacturer of water heating and water treatment technologies, with a rich history spanning over 150 years. As a $3.9 billion company, we employ over 13,000 individuals globally who are committed to providing innovative water technology solutions.We take pride in our company's values and...
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FPA Manager
1 day ago
Milwaukee, Wisconsin, United States Johnson Controls International Full timeAbout the RoleWe are seeking a highly skilled Financial Planning and Analysis Manager to join our team at Johnson Controls International. As a key member of our Sustainable Infrastructure (SI) Management Team, you will play a critical role in driving business results through data-driven insights and actionable reporting.Key ResponsibilitiesFinancial Planning...