Financial Planning Test Analyst

Northwestern Mutual New York , NY 10007

Posted 2 days ago

At Northwestern Mutual, we are strong, innovative and growing. We invest in our people. We care and make a positive difference.

What's the role?

Location: Northwestern Mutual office in New York

We are building proprietary financial planning software to transform the client planning experience at Northwestern Mutual. In order to ensure the advice and calculations of the software are correct, we are growing our team of specialized software testers.

As a member of our testing team, you will be responsible for applying financial planning subject expertise to test the results of our proprietary software. You will analyze both the calculations and advice recommendations of the planning algorithm and will work closely with software developers and product managers to help build and improve our planning tools.

In addition to leveraging your financial planning background to ensure that our planning advice is excellent by all measurable standards, you will be expected to learn (with provided time and training) industry-standard software testing practices and software development processes. This role blends detailed number verification with financial planning and technical problem solving. You will be part of a team of curious, diligent planners who are constantly striving to improve how we test and validate financial planning software.

General milestones are the following:

  • Within the first month, demonstrate a broad understanding of our application as a whole and how the algorithm fits into individual pieces of software. Should also be able to demonstrate both a holistic and nuanced view of how the algorithm works. Training and guidance will be provided.

  • Within the first month, with guidance from a fellow team member, be able to successfully demonstrate the ability to rigorously test small portions of the algorithm and give valuable feedback / ask questions that show you grasp the software and basic testing concepts.

  • Within three months, pass the ISTQB Foundation Level exam for apprentice QA Engineers (see http://www.istqb.org/certification-path-root/foundation-level/foundation-level-content.html (http://www.istqb.org/certification-path-root/foundation-level/foundation-level-content.html )) - sufficient time and training material will be provided.

  • Within five months, with minimal assistance from testing leads, be able to analyze new features or modifications to the algorithm and create a testing plan upon which you then execute.

Bring Your Best! What this role needs:

  • 5+ years of experience in financial planning

  • CFP a huge plus.

  • Technical, must enjoy getting your hands dirty and be excited to learn about new technology.

  • Can move quickly. Everyone is incredibly kind and extremely willing to share knowledge and help out, but you have to be willing to take ownership of the outlined goals and make things happen.

Benefits

  • Fully stocked snacks, beer fridge, cold brew kegs, frequent catered lunches, and whiskey hours

  • Tuition reimbursement, commuter plans, and paid time off

  • Highly competitive compensation that includes base salary plus bonus

  • Medical/Dental/Vision plans, Matching 401(k), pension program

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.

Req ID: 26925

Position Type: Regular Full Time

Education Experience: Bachelor's Desired

Employment Experience: 3-5 years

Licenses/Certifications:

FLSA Status: Exempt

Posting Date: 10/16/2019


icon no score

See how you match
to the job

Find your dream job anywhere
with the LiveCareer app.
Mobile App Icon
Download the
LiveCareer app and find
your dream job anywhere
App Store Icon Google Play Icon
lc_ad

Boost your job search productivity with our
free Chrome Extension!

lc_apply_tool GET EXTENSION

Similar Jobs

Want to see jobs matched to your resume? Upload One Now! Remove
Financial Planning & Business Analyst

Paxful

Posted 3 days ago

VIEW JOBS 10/17/2019 12:00:00 AM 2020-01-15T00:00 <p>Paxful is a leading peer-to-peer powered bitcoin marketplace and a universal money translator. Our mission is social justice through financial freedom worldwide. By offering a platform with over 300 financial networks that empowers both merchants and buyers alike, we have created opportunities for millions across the globe who don’t have access to traditional banking services.</p><p>Paxful was founded in 2015 and has an established headquarters in New York, with offices in Estonia, Hong Kong and the Philippines. Currently, we have over 200 dedicated employees globally and are growing rapidly. We have millions of users, a strong business model, and are completely bootstrapped. One of our pillars is giving back to the communities we help through initiatives such as #BuiltWithBitcoin. You’ll be joining an international team that seeks to make real, sustainable change in the world.</p><p>Paxful teams tend to have:</p><ul> <li> <strong>An open mind</strong>: We believe that change and new ideas are exciting, not threatening.</li> <li> <strong>A proactive attitude</strong>: We’re willing and ready to roll up our sleeves and take responsibility.</li> <li> <strong>Accountability</strong>: As colleagues, we take care of each other and our work.</li> <li> <strong>Self-direction:</strong> We figure out solutions on our own and take charge of carrying them out.</li> <li> <strong>An adaptive mindset</strong>: We shift our processes, perspectives, and working styles along with the environment.</li> <li> <strong>Passion:</strong> We feel driven by being part of the mission.</li> </ul><p><strong>Sound like a fit?</strong><br>Paxful is seeking an exceptional Financial Planning and Business Analyst who will serve as a solution driven strategic partner. Working with the Finance department and reporting into the SVP of Finance in the New York office, this person will have a deep understanding of FP&amp;A best practices and how to carry out these practices in order to scale in on a hyper growth organization.</p><p><strong>What you’ll be doing:</strong></p><ul> <li>Lead planning and roll forecasts process on a monthly, quarterly, and annual basis to facilitate resource allocation towards the company’s growth objectives</li> <li>Manage capital structure, budgets, compensation, equity planning, operating, and financial strategy synchronization</li> <li>Oversee comprehensive reporting, analyses, and projections of KPI metrics and financials</li> <li>Develop and enhance necessary dashboards to track business performance, identify trends, and proactively engage with functional leaders to stay ahead of key changes to the business</li> <li>Continuously improve financial modeling, forecasting, reporting, processes, and software tools while keeping abreast of industry best practices</li> <li>Work closely with the SVP of Finance and the leadership teams to prepare the company for fundraising from a forecasting and planning perspective</li> <li>Develop and maintain estimates of total addressable market; track competitors and peers</li> <li>Prepare analytical materials and presentations such as pricing, partnership, and marketing program analyses that will be used to help senior and executive management make data driven decisions</li> </ul><p><strong>Requirements</strong></p><p><strong>What you’ll bring to this role:</strong></p><ul> <li>4-6 years of experience in financial planning &amp; analysis</li> <li>Experience in scaling high-growth companies from a finance perspective</li> <li>Highly cross-functional leadership who can own the strategic forecasting and operational planning process</li> <li>Passion for understanding GAAP accounting and key non-GAAP metrics used by investors</li> <li>Experience with ERP/financial systems such as NetSuite</li> <li>Expert ability in Excel and GSuite</li> <li>Strong statistical, analytical and quantitative skills</li> <li>Demonstrated leadership and partnering skills including success in influencing outside of direct reporting line</li> <li>Versatility, flexibility, and a willingness to work within constantly changing priorities with enthusiasm</li> </ul><p><strong>Ideally, you’ll also have:</strong></p><ul> <li>CPA Designation</li> <li>MBA or master’s degree in related field</li> <li>Experience with Adaptive Forecasting</li> <li>Experience interacting with private market investors</li> <li>Investment banking or venture capital experience</li> <li>Sharp attention to detail and ability to manage multiple projects in a timely manner</li> <li>Strong communication and interpersonal skills</li> <li>Self-motivated and self-directed</li> <li>Experience or interest in cryptocurrency, blockchain and/or financial technology</li> </ul><p><strong>Benefits</strong></p><p><strong>Perks:</strong></p><ul> <li>Healthcare insurance, including dental and vision</li> <li>Catered lunch and dinner daily, with premium snacks</li> <li>Gym membership of your choice and personal training sessions</li> <li>Sports nutrition and supplements, massages and chiropractor sessions</li> <li>Training and professional development resources</li> <li>Paid company events and retreats</li> <li>Generous paid time off</li> <li>Paid maternity/paternity leave including a one-time bonus to support newborn</li> <li>Commuter benefits</li> <li>401(k) with company matching</li> <li>Accessible office in the West Village</li> <li>Flexible hours</li> </ul> Paxful New York NY

Financial Planning Test Analyst

Northwestern Mutual