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About the Job:

Support the Company’s overall expense management process, focusing on ensuring optimal use of Company resources and ultimately protecting or maintaining product value and financial strength either at the corporate level or for an assigned function/department. Develop timely and accurate expense reporting and provide value-added expense management consultation and analysis. This includes consulting with business partners and building financial models to evaluate strategic decisions, providing complex financial analysis, developing forecasts and budgets, comparing expectations to peers and/or internal expectations, evaluating and presenting options and prioritizing solutions across the company.

What You’ll Do:

• Interacts with executive officers, department heads, and other members of senior management to provide meaningful expense management consultation and analysis and presents recommendations to aid in decision-making.

• Proactively identifies issues and facilitates discussions to resolve those issues across functions and departments.

• Independently meets with managers and directors to understand department operations and resulting cost structure.

• Coordinates monthly reporting of all expenses to meet financial reporting needs of the department.

• Monitors spend, develops forecasts and budgets and analyzes expense results.

• Applies creativity and innovation in identifying process improvements and other opportunities for the function/departments to better manage expenses or reduce spend.

• Responsible for building complex financial models to predict and understand the business as well as actual results. Understand cost drivers, internal metrics, unit costs and benchmarking for tracking and comparing results.

• Challenge assumptions made in forecasts and projections.

• Make connections to understand and integrate internal best practices to best support overall business objectives.

• Assures that all expense activity follows the appropriate accounting controls, policies and procedures and is appropriately accounted for on the general ledger in compliance with statutory and/or GAAP accounting standards.

• May be responsible for developing strategies to best utilize systems and maintaining expertise over financial reporting systems (Such as PeopleSoft, IBM TM1 system, Apptio, or Project Portfolio Management).

• May be responsible for corporate expense projections, metrics, accounting for payroll, fixed assets and intercompany charges between NM and its subsidiaries, procure to pay process or other corporate processes.

• Leads special projects and assignments related to expense management, product line allocations, financial reporting, process improvements, or other projects as requested by division leaders.

• Collaborates with other enterprise resources in Human Resources, Corporate Strategy or Planning Coordinators.

What You’ll Bring To The Role:

• Bachelor’s degree in accounting, finance, business administration, or related degree with accounting emphasis preferred.

• Typically, 5 or more years of financial management experience and/or financial planning and analysis experience.

• Strong analytical, planning, organization, budgeting, problem solving, negotiation, oral and written communication skills are essential to this role.

• Ability to develop and interpret financial models for complex analysis.

• Demonstrated ability to make effective decisions and influence without authority at all levels of leadership.

• Ability to maintain confidentiality and manage multiple assignments concurrently while effectively prioritizing.

• Ability to develop and present recommendations to management.

• Ability to build rapport and acceptance at different levels of management and across various departments.

• CPA or CMA designation is preferred.

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Compensation Range:

Pay Range – Start:

$69,720.00

Pay Range – End:

$129,480.00

Geographic Specific Pay Structure:

Structure 110:

$76,720.00 USD – $142,480.00 USD

Structure 115:

$80,150.00 USD – $148,850.00 USD

We believe in fairness and transparency. It’s why we share the salary range for most of our roles. However, final salaries are based on a number of factors, including the skills and experience of the candidate; the current market; location of the candidate; and other factors uncovered in the hiring process. The standard pay structure is listed but if you’re living in California, New York City or other eligible location, geographic specific pay structures, compensation and benefits could be applicable, click here to learn more.

Grow your career with a best-in-class company that puts our clients’ interests at the center of all we do. Get started now!

Northwestern Mutual is an equal opportunity employer who welcomes and encourages diversity in the workforce. We are committed to creating and maintaining an environment in which each employee can contribute creative ideas, seek challenges, assume leadership and continue to focus on meeting and exceeding business and personal objectives.

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 our commitment to a culture of belonging.

• Flexible work schedules
• Concierge service
• Comprehensive benefits
• Employee resource groups

PandoLogic. Category:Finance,

Salary: –

Senior Analyst, Financial Planning & Analysis

Country: United States of America

Your Journey Starts Here:

Santander is a global leader and innovator in the financial services industry. We believe that our employees are our greatest asset. Our focus is on fostering an enriching journey that empowers you to explore diverse career opportunities while nurturing your personal growth. We are committed to creating an environment where continuous learning and development are prioritized, enabling you to thrive both professionally and personally. Here, you will find ample opportunities to connect and collaborate with talented colleagues from around the world, sharing insights and driving innovation together. Join us at Santander, where you are supported by a culture of engagement and a commitment to your success.

An exciting journey awaits, if you are interested in exploring the possibilities We Want to Talk to You!

Job Description The Difference You Make:
The Sr. Analyst, Financial Planning & Analysis is responsible for following procedures and practices, conducting or assisting in the documentation and research of basic financial analysis projects. The incumbent assists in the day-to-day preparation of standardized reports for the team.

• Assists in the day-to-day preparation of financial planning, reporting, analytics, modeling, etc.

• Creates budgets, forecasts, ad-hoc requests, analysis, and monthly reporting for retail finance support areas
• Communicates year to date performance and future expense plans to support area business leads

• Follows standardized operating procedures and practices, conducts or assists in the documentation of simple financial analysis projects.
• Analyzes key data during the execution of organizational projects aimed at improving efficiency and/or increase the Company’s operating quality standards.
• Conducts research and analysis to provide management throughout the company with definitive financial data and advice for their use in setting and realizing profit objectives.
• Maintains financial statements and prepares special accounting reports for management or for regulatory agencies.
• Researches and evaluates financial alternatives, possible investments, or acquisition considerations.
• Recommends and implements enhancements to reporting processes.
• Researches material variances and completes monthly management and budget variance reporting for assigned categories.
• Provides basic budget training and guidance to budget holders for assigned categories.
• Creates presentations, executive summaries and ad-hoc analysis for senior management.
• Liaisons with other department to access key business activity and information.
• Supports FP&A team on special projects, analysis, and ad-hoc reporting.

What You Bring:
To perform this job successfully, an individual must be able to perform each essential duty satisfactorily. The requirements listed below are representative of the knowledge, skill, and/or ability required. Reasonable accommodations may be made to enable individuals with disabilities to perform the essential functions.

Bachelor’s Degree or equivalent work experience: Business Administration, Accounting, Economics or equivalent field. – Required.

3+ Years Financial planning, Financial analysis, Budgeting, or similar field – Required.

• Excellent communications and organizational skills.
• Detail oriented with ability to research, organize and analyze financial data.
• Ability to focus on details.
• Proficient data entry skills; Microsoft Office (Word, Excel, Access).
• Strong verbal and written communication skills.
• Basic knowledge of financial analysis and budgeting procedures.
• Ability to work well with teams as well as independently.
• Strong interpersonal skills.
• Ability to prioritize tasks and projects according to stakeholder and departmental priorities.
• Experience with budgets, planning, and forecasting.
• Strong quantitative, analytical, critical thinking and problem solving skills.
• Ability to analyze and synthesize data that is visually appealing and effectively tells a clear story.

Certifications:
No Certifications listed for this job.

It Would Be Nice For You To Have:
Established work history or equivalent demonstrated through a combination of work experience, training, military service, or education.

What Else You Need To Know :

The base pay range for this position is posted below and represents the annualized salary range. For hourly positions (non-exempt), the annual range is based on a 40-hour work week. The exact compensation may vary based on skills, experience, training, licensure and certifications and location.

Base Pay Range

Minimum:

$56,250.00 USD

Maximum:

$97,500.00 USD

Link to Santander Benefits:

Santander Benefits – 2025 Santander OnGoing/NH eGuide ()

Risk Culture:

We embrace a strong risk culture and all of our professionals at all levels are expected to take a proactive and responsible approach toward risk management.

EEO Statement:

At Santander, we value and respect differences in our workforce. We actively encourage everyone to apply. Santander is an equal opportunity employer. All qualified applicants will receive consideration for employment without regard to race, color, religion, sex, sexual orientation, gender identity, national origin, genetics, disability, age, veteran status or any other characteristic protected by law.

Working Conditions :

Frequent minimal physical effort such as sitting, standing and walking is required for this role. Depending on location, occasional moving and lifting light equipment and/or furniture may be required .

Employer Rights:

This job description does not list all of the job duties of the job. You may be asked by your supervisors or managers to perform other duties. You may be evaluated in part based upon your performance of the tasks listed in this job description. The employer has the right to revise this job description at any time. This job description is not a contract for employment and either you or the employer may terminate your employment at any time for any reason.

What To Do Next :

If this sounds like a role you are interested in, then please apply.

We are committed to providing an inclusive and accessible application process for all candidates. If you require any assistance or accommodation due to a disability or any other reason, please contact us at to discuss your needs.

Primary Location: Boston, MA, Boston

Other Locations: Massachusetts-Boston

Organization: Santander Bank N.A.