Regional Financial Cons
Core
Regional financial consultant supporting Network/District Offices by identifying financial issues, conducting analysis, and recommending resolution options to ensure financial health and guide investment strategies.
Role type
Senior IC financial consultant (regional)
Builds
Financial scenarios, investment strategies, budget plans, and financial tools for field offices
Domain
Insurance/Financial Services
Required skills
Financial analysis, financial modeling, budgeting, forecasting, cash flow analysis, profitability analysis, expense management, debt structure analysis, revenue source analysis, financial statement review
Preferred skills
MBA, CFA, Northwestern Mutual field management experience, commission system knowledge, contract structure knowledge
Technologies
FMM, Planning Tool, ROI, break-even analysis tools, spreadsheet tools
Responsibilities
Conduct financial statement reviews to assess office financial position and trends; Prepare financial scenarios and investment strategies using modeling tools; Create financial tools to guide decision-making on district start-ups and leadership appointments; Provide summary reporting on office financial health to internal management; Develop short-term and long-term financial plans for offices; Coach and train field business partners on financial management tools and best practices.
Seniority
Senior, hands-on IC