Field Financing Consultant

Posted 5 Days Ago
Be an Early Applicant
Milwaukee, WI
Hybrid
68K-127K Annually
Senior level
Fintech • Insurance • Financial Services
Start-Up Vibes with The Stability of a Fortune 100 Company.
The Role
The Field Financing Consultant will improve accuracy and efficiency for financing activities, handle loans and allowances, conduct audits, manage reconciliations, and ensure team training on new programs. The role requires collaboration across departments, analysis of complex problems, and process improvements within the financing structure.
Summary Generated by Built In

At Northwestern Mutual, we are strong, innovative and growing. We invest in our people. We care and make a positive difference.
Summary:
Field Financing Team Consultant will drive accuracy and efficiency improvements for all Field Financing Team activities, including administration of loans and allowances, audits of daily work, balancing and reconciliation processes, and provides oversight of our systems. The Field Financing Team Consultant will drive these improvement opportunities by understanding and utilizing current and future system capabilities as the business moves through a multi-year modernization effort. The Field Financing Team Consultant will work with other members of the Field Financing Team to implement the improvement opportunities. Additionally, the Field Financing Team Consultant will work with Field Financing Manager to collaborate across Career Distribution, Law, and Infrastructure and Support teams to support new programs and company initiatives.
Primary Duties & Responsibilities:

  • Modify internal control processes for processing and auditing of daily work, balancing, reconciliations, and budget reporting as systems advance and modernize.
  • Independently identify and drive improvement opportunities for processing and auditing of daily work, balancing, reconciliations, and budget reporting with a focus on accuracy while maintaining operational efficiency.
  • Works with Field Financing Manager to collaborate across Career Distribution, Law, and Infrastructure and Support teams to support new programs and company initiatives.
  • Responsible for training the Field Financing Team on new program launches and modifications to programs through updated designs or systems.
  • Participates in annual yearend program resets, including validation of data, manual adjustments for processes not yet automated, and population of payment systems.
  • Shared responsibility for monthly SNOS budget reporting in partnership with leaders from Controllers and Distribution Finance.
  • Resolves complex problems that have implications beyond the Division.
  • Independently researches, analyzes, and coordinates resolution of issues and notifies management.
  • Maintains team's case tracker and metric reporting.
  • Represents the department on projects, audits, task forces, system enhancements and other special projects related to NM's products.
  • Coordinate special funding and reimbursement requests from business partners across the enterprise, taking into account home office and field office accounting needs, regulation and tax reporting requirements, and other necessary controls.
  • Coach and mentor others on team.
  • Evaluate processes and identify process improvements and reporting needs.
  • Define reporting and process improvement needs and coordinate with appropriate teams to develop tools and reports to meet needs.
  • Other duties as assigned


Qualifications:

  • Bachelor's degree in Accounting, Finance, Mathematics, or related major strongly preferred. Equivalent amount of relevant work experience education will also be considered.
  • Minimum of 5 years of related experience.
  • Leadership and project management skills.
  • Proficiency with Microsoft Office Suite, Power BI, SQL, VBA.
  • Strong systems background.
  • In-depth functional expertise and broad business knowledge.
  • Excellent written and verbal communication skills.
  • Ability to build rapport and exercise tact, diplomacy, resourcefulness and understanding to service the customer at all levels.
  • High degree of personal initiative and self-motivation.
  • Superior organizational skills with the ability to independently set priorities and carry out multiple assignments on a timely basis.
  • Strong analytical and business judgment skills.


Compensation Range:
Pay Range - Start:
$68,320.00
Pay Range - End:
$126,880.00
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 c lick here for additional information relating to location-based pay structures.
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, 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
We're 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

Top Skills

SQL
VBA

What the Team is Saying

Chris
Chester
The Company
HQ: Milwaukee, WI
8,400 Employees
Hybrid Workplace
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. 

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Northwestern Mutual Offices

Hybrid Workspace

Employees engage in a combination of remote and on-site work.

We offer a flexible, hybrid approach for our employees . Teams are in the office a few days a week and work from home the others.

Typical time on-site: Flexible
Company Office Image
HQMilwaukee, WI
Company Office Image
New York, NY
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