Northwestern Mutual

Senior Director Field Finance Strategy & Insights

Posted Yesterday

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Milwaukee WI USA

Hybrid

144K-248K Annually

Senior level

Fintech • Insurance • Financial Services

Start-Up Vibes with The Stability of a Fortune 100 Company.

The Role

Lead high-impact financial initiatives develop advanced financial models influence stakeholders and guide strategic financial decisions across the enterprise.

Summary Generated by Built In

Summary
Leads high-impact cross-functional financial initiatives across field leader transitions compensation & benefits office real estate and capitalization/lending. This role acts as a trusted thought partner to senior leaders translating ambiguity into clear financial models data-driven insights and well-reasoned recommendations that shape decisions.
This position requires advanced technical finance expertise strong judgment in complex and high‑stakes environments and the ability to influence without authority. The role operates with a high degree of autonomy and accountability owning work end‑to‑end from problem definition through executive recommendation.
Primary Duties and Responsibilities

Own and lead complex high impact financial initiatives end-to-end translating open-ended or ambiguous business questions into clear analyses structured options and actionable recommendations.
Own and lead complex high impact financial initiatives end-to-end translating open-ended or ambiguous business questions into clear analyses structured options and actionable recommendations.
Architect and maintain advanced financial models (e.g. compensation and benefits economics deal and transition economics loan and capitalization structures valuation models) that inform enterprise level decision making.
Architect and maintain advanced financial models (e.g. compensation and benefits economics deal and transition economics loan and capitalization structures valuation models) that inform enterprise level decision making.
Set the executive narrative for assigned initiatives by synthesizing quantitative analysis into clear storylines visualizations and decision frameworks tailored to senior leadership audiences.
Set the executive narrative for assigned initiatives by synthesizing quantitative analysis into clear storylines visualizations and decision frameworks tailored to senior leadership audiences.
Exercise independent judgment in identifying tradeoffs risks and implications particularly in scenarios with incomplete data competing priorities or sensitive stakeholder dynamics.
Exercise independent judgment in identifying tradeoffs risks and implications particularly in scenarios with incomplete data competing priorities or sensitive stakeholder dynamics.
Establish and apply consistent evaluation standards for field‑related financial decisions (e.g. MP/MD transitions capitalization and lending proposals real estate investments) ensuring alignment with enterprise objectives and risk tolerance.
Establish and apply consistent evaluation standards for field‑related financial decisions (e.g. MP/MD transitions capitalization and lending proposals real estate investments) ensuring alignment with enterprise objectives and risk tolerance.
Influence cross‑functional partners and senior leaders across Legal Advisor Solutions Field Performance Field Ventures and external partners to drive timely alignment and delivery without direct authority.
Influence cross‑functional partners and senior leaders across Legal Advisor Solutions Field Performance Field Ventures and external partners to drive timely alignment and delivery without direct authority.
Serve as a subject‑matter expert and escalation resource providing guidance on complex financial questions and exceptions that require advanced analysis experience and sound judgment.
Serve as a subject‑matter expert and escalation resource providing guidance on complex financial questions and exceptions that require advanced analysis experience and sound judgment.
Champion process tooling and data improvements that increase decision quality efficiency and transparency across Field Finance initiatives.
Champion process tooling and data improvements that increase decision quality efficiency and transparency across Field Finance initiatives.
Mentor and informally coach others sharing best practices modeling standards and structured problem‑solving approaches to elevate overall team capability.
Mentor and informally coach others sharing best practices modeling standards and structured problem‑solving approaches to elevate overall team capability.
Represent Field Finance as an enterprise voice in cross‑functional initiatives ensuring field economics incentives and financial implications are fully considered in broader programs and policy decisions.
Represent Field Finance as an enterprise voice in cross‑functional initiatives ensuring field economics incentives and financial implications are fully considered in broader programs and policy decisions.

Qualifications

Bachelor's degree in Finance Accounting Economics or a related field.
MBA CFA or equivalent advanced financial training strongly preferred.
10+ years of experience in financial planning & analysis corporate finance financial consulting or similar roles involving complex financial analysis and cross‑functional project ownership.
Advanced Excel and financial modeling expertise; strong PowerPoint skills for executive communication.
Experience with data analysis visualization and synthesizing insights for senior audiences.
Proven ability to present complex financial concepts clearly and persuasively to senior leaders.
Demonstrated success influencing decisions without direct authority and navigating cross‑functional dynamics.
Strong organizational skills with the ability to manage multiple concurrent priorities in a fast‑paced environment.
High degree of accountability discretion and professional judgment when handling sensitive or high‑visibility initiatives.

Compensation Range:
Pay Range - Start:
$144000.00
Pay Range - End:
$216000.00
Geographic Specific Pay Structure:
Structure 110:
$158400.00 USD - $237600.00 USD
Structure 115:
$165600.00 USD - $248400.00 USD
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. The standard pay structure is listed but if you're living in California New York City or other eligible location geographic specific pay structures compensation and benefits could be applicable click here to learn more.
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
Prioritization (NM) - Expert Business Acumen (NM) - Expert Strategic Vision & Planning (NM) - Expert Change Adaptability (NM) - Expert Analytical Thinking (NM) - Expert Emotional Intelligence (NM) - Expert Process Mindset (NM) - Expert Stakeholder Relationship (NM) - Expert Talent Development & Planning (NM) - Expert Accountability (NM) - Expert Adaptive Communication (NM) - Expert Business Influence (NM) - Expert Consulting (NM) - Expert
FIND YOUR FUTURE
We're excited about the potential people bring to Northwestern Mutual. You can grow your career here while enjoying first-class perks benefits and our commitment to a culture of belonging.

Flexible work schedules
Concierge service
Comprehensive benefits
Employee resource groups

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The Company

HQ: Milwaukee WI

8400 Employees

Year Founded: 1857

What We Do

You’ll Like It Here At Northwestern Mutual we believe that our lives and our work matter. And that doing what’s right is good for everyone. We follow through by designing tech that improves the community and cultivating creative ways to make finance accessible anywhere. These guiding principles have allowed our company to grow for more than 160 years. Here you’ll be with a team who emphasizes integrity and prioritizes security to design experiences that better everyone. You’ll work in cross functional teams to create optimal solutions that are rooted in innovative strategy and thoughtful execution. And you’re provided development tools and opportunities to become a leader all with the support of a collaborative team. You’ll be surrounded in a culture that values innovation and works to always evolve to stay ahead of trends and client needs. We are intentional in seeking out team members who will challenge us. Our employees choose us for the career opportunities commitment to philanthropy and desire to have a meaningful impact in the lives of our clients. You have career passions and goals. We have ambition and opportunity for you to grow your future in tech. Discover today: https://careers.northwesternmutual.com/

Why Work With Us

We invest in our people. We know careers are about choices so we provide intentional opportunity. Here you can build creative ways to make finance accessible anywhere and revolutionize traditional processes. As a mutual company our focus is our people — whether professional development or investments in the community.