Financial Analyst

Overview

Northwestern Mutual has been helping people and businesses achieve financial security for more than 165 years. Through a comprehensive planning approach, Northwestern Mutual combines the expertise of its financial professionals with a personalized digital experience and industry-leading products to help its clients plan for what's most important. With nearly $700 billion of total assets being managed across the company's institutional portfolio as well as retail investment client portfolios, more than $38 billion in revenues, and $2.4 trillion worth of life insurance protection in force, Northwestern Mutual delivers financial security to more than five million people with life, disability income and long-term care insurance, annuities, and brokerage and advisory services. Northwestern Mutual ranked 109 on the 2025 FORTUNE 500 and was recognized by FORTUNE® as one of the "World's Most Admired" life insurance companies in 2026.

The Financial Analyst collaborates with the highest-level to manage financial functions and assess performance of the firm. The ideal candidate must have superb organization skills, exceptional attention to detail, and high ownership of responsibilities. This is a critical, deadline-driven role in an organization with high growth trajectory - a great opportunity for those who value broad responsibilities and seek opportunities for accelerated professional growth.

This position is full-time, direct hire, located in Houston, Texas.

Responsibilities

Financial, Analytical and Reporting Functions

• Provide financial planning, reporting, and analysis support for the Network Office and Financial Advisors.
• Co-lead the annual office production goal setting, financial budgeting, long-term forecasting, and business planning processes.
• Prepare and maintain daily, weekly, and monthly reporting, including sales and production results, activity tracking, contest qualifications, program payments, cash flow, and budget variance reporting.
• Track advisor activity, production stipends, and program qualifications; analyze program effectiveness and identify opportunities to improve performance.
• Build financial models and provide analytical support to office leaders and Financial Advisors to inform business decisions.
• Review and track leadership compensation splits, advisor incentives, and office cost-sharing arrangements.
• Support leadership with ad hoc projects, scenario analysis, ROI evaluation, performance assessment, and related reporting.

Success in This Role

• 100% accuracy on reporting.
• Meet accounting, commissions, and reporting deadlines with no exception.
• Hold office staff accountable for delivering operation excellence.
• Exceptional customer service feedback based on responsiveness, quality of work and helpfulness.
• Always growing personally and professionally and improving organization performance by bringing Insights, Input, Ingenuity, and Initiatives daily.

Qualifications

• Bachelor’s degree in accounting or finance preferred
• Strong proficiency in MS Excel, including formulas and functions, pivot tables, VLOOKUP’s, nested IF statements, etc.
• Possess strong quantitative and analytical skills
• Excellent communication skills, able to communicate professionally at all levels
• Builder’s mindset - high executive and entrepreneurial effectiveness
• High sense of urgency and ability to meet deadlines with minimal supervision
• Impeccable attention to detail with superb organization skills and ability to multi-task
• Minimum 2 years of financial modeling and projection, financial reporting, budgeting.
• Ability to maintain utmost confidentiality

Benefits

Northwestern Mutual Houston is committed to building a team that loves what they do and creating a work environment that supports long-term career growth. The compensation package includes:

• Comprehensive medical coverage with employer contribution.
• Safe Harbor 401(k) with employer match.
• Annual discretionary bonus opportunity.
• Generous paid time off (PTO) and holiday pay.
• Employer-paid life and disability insurance.
• Dynamic career growth opportunities.
• Employer-sponsored licensing, professional development, and education opportunities.

• Flexible work arrangements, where applicable.

Compensation & Bonus Opportunity

Base salary: $77,000-$115,000 annually, based on experience and qualifications.

Eligible for a discretionary bonus based on performance and execution excellence.

OMNI is honored to be retained in this search. We appreciate your referrals to professionals who may have an interest in this outstanding opportunity. Formal interest accepted through the OMNI Executive Career Portal.

OMNI and our clients are Equal Opportunity Employers.