Financial Analyst

Northwestern Mutualhas 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 professionalswitha personalized digital experience and industry-leading products to help its clients plan for whats most important. With nearly$700 billionof total assetsbeing managed across the companys institutional portfolio as well as retail investment client portfolios more than$38 billionin revenues and$2.4 trillionworth 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 FORTUNE500 and was recognized by FORTUNEas one of the Worlds Most Admired life insurance companies in 2026.

TheFinancial 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.

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.

• Bachelors degree in accounting or finance preferred
• Strong proficiencyin MS Excel including formulas and functions pivot tables VLOOKUPs nested IF statements etc.
• Possess strong quantitative and analytical skills
• Excellent communication skills able to communicate professionally at all levels
• Builders 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: $77000-$115000 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 theOMNI Executive Career Portal.

OMNI and our clients are Equal Opportunity Employers.