Financial Analyst

OMNI Human Resource Management; Houston (TX); On-site; USD 77,000 - 115,000; Full time

Benefits offered by this job

Medical coverage

401(k) with employer match

Bonus opportunity

Paid time off

Life and disability insurance

Career growth opportunities

Licensing & development

Flexible work arrangements

Job summary

Northwestern Mutual Houston is seeking a Financial Analyst to support financial planning, reporting, and analysis for the Network Office and Financial Advisors. The role involves co-leading budgeting, forecasting, and business planning processes to drive growth and profitability.

The successful candidate will maintain accurate financial records, perform monthly close activities, and collaborate with leadership on ROI evaluations, variance analyses, and strategic initiatives.

Qualifications

• Bachelor’s degree in accounting or finance preferred.
• Strong proficiency in MS Excel including formulas, pivot tables, VLOOKUPs.

Responsibilities

• Provide financial planning, reporting, and analysis support for the Network Office and Financial Advisors.
• Co-lead annual office production goals, budgeting, long-term forecasting, and business planning.
• Prepare and maintain daily, weekly, and monthly reporting including sales, activity, and budget variance.
• Enhance reporting tools, dashboards, and performance tracking systems.

Skills

Excel proficiency

Communication skills

Analytical skills

Attention to detail

Urgency & deadlines

Confidentiality

Education

Bachelor’s degree in accounting or finance

Tools

MS Excel

Job description

Overview

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 what's most important. With nearly$700 billionof total assetsbeing managed across the company's 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 FORTUNER as one of the "World's 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.

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.
• Enhance and maintain reporting tools, dashboards, and performance tracking systems to improve data accessibility, reporting efficiency, and business decision-making.
• 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.

Accounting Functions

• Maintain accurate accounting records for the office using Northwestern Mutual’s Field Financial System.
• Manage the month-end close process, including timely review, reconciliation, and reporting activities.
• Oversee monthly accounts payable, accounts receivable, and credit card payment processes.
• Prepare, review, and reconcile general ledger entries, including the classification of office credit card charges.
• Manage interoffice invoicing, cost allocations, and shared expense calculations.
• Monitor banking activity and complete monthly bank reconciliations.
• Prepare and maintain semi-monthly cash flow forecasts to support liquidity planning and financial decision-making.
• Review monthly financial statements, production results, and variance analyses to evaluate office performance, identify trends, and support leadership decision-making.
• Support monthly financial reviews with office leadership and prepare required financial reporting submissions.
• Administer year-end 1099 reporting and issuance for the office.
• Partner with the outside CPA on tax payments, preparation, and filing of annual federal and state tax returns.
• Partner with technology and office teams to maintain accurate fixed-asset and inventory records.

Commissions Processing

• Process semi-monthly Financial Representative (FR) commissions payments- review/release ACH, address advisor questions and administer commission escrow and production allowance.
• Oversee manual compensation and fee-split calculations performed by the external accounting team, ensuring accuracy and compliance with established compensation arrangements.
• Maintain commission and fee-split calculation schedules and ensure all compensation data remains accurate and current.
• Manage commission processing calendars and payment timelines to ensure all payment deadlines are met.
• Administer financial representative rent recoveries and office usage charges.
• Manage commission processing timelines and payment calendars to ensure all deadlines are met.
• Monitor financial representative indebtedness and process collection procedures, as necessary.
• Administer and track Financial Representative mobility activities and associated compensation impacts.

Staff Payroll & Benefits Administration

• Administer and process payroll activities for office staff.
• Administer and process 401(k) plan deferrals and employer match.
• Maintain annual recordkeeping for 401(k) plan.
• Administer and input all new hires, employee Adds/Changes/Deletes, for payroll, health benefits, retirement plans, status changes, and data updates as required.

Success in This Role

• 100% accuracy on reporting.
• Meet accounting, commissions, and reporting deadlines with no exception.
• Hold external accounting team accountable on accuracy and timeliness of deliverables.
• 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 proficiencyin MS Excel, including formulas and functions, pivot tables, VLOOKUP’s, nested IF statements, including advanced functions.
• Possess strong quantitative and analytical skills.
• Excellent communication skills, able to communicate professionally at all levels.
• 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 3 years of financial modeling and projection, financial reporting, budgeting, and accounting cycle and payroll management experience.
• 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 and our clients are Equal Opportunity Employers.