Disability Insurance Finance Consultant

🕒 il y a 4 jours

🧀 Wisconsin – Distant

🧀 Wisconsin – Remote

💵 $81 280 - $121 920 / an

⏰ Temps Plein

🟡 Intermédiaire

🟠 Senior

💸 Planification et Analyse Financières (FP&A)

🦅 Parrain de Visa H1B

Cette entreprise a parrainé des visas H1B par le passé.

👻 Score fantôme 1%

Ce que ça veut dire : la probabilité que personne ne recrute vraiment pour cette offre.Comment le lire : 60 % ou plus, on pense que c'est une offre fantôme. Un score plus bas est moins inquiétant.Comment on la calcule : ancienneté, republications, postes ouverts vs taille de l'équipe, rapidité de clôture, et si le salaire est indiqué.À noter : une estimation à partir de données publiques, pas un jugement sur l'entreprise. De vraies offres peuvent avoir un score élevé, alors prenez-le comme un indice, pas comme un fait.

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Northwestern Mutual

Site WebLinkedInTous les Emplois

5001 - 10000 employés

Fondée en 1869

💸 Finance

🛡️ Assurance

Finance • Insurance

Northwestern Mutual est une entreprise leader dans les services financiers et d'assurance-vie, basée à Milwaukee, Wisconsin. Elle offre à ses clients une large gamme de services de planification financière, incluant l'assurance-vie, l'assurance invalidité, l'assurance soins de longue durée et des stratégies d'investissement personnalisées via son réseau de conseillers financiers. Reconnu pour sa forte culture d'entreprise et son engagement envers le développement des employés, Northwestern Mutual offre un environnement qui favorise la croissance, la diversité et des opportunités de travail significatives. L'entreprise met l'accent sur la flexibilité, l'évolution de carrière et une culture de travail bienveillante, ce qui en fait un lieu attractif tant pour les nouveaux que pour les professionnels expérimentés. De plus, Northwestern Mutual accorde une grande priorité à la technologie et à l'innovation dans les services financiers, visant à révolutionner l'industrie de l'intérieur.

Description

• Provide financial analysis and consultation across DI Claims, applying accounting, tax, and contract knowledge to develop and document well-supported conclusions • Review personal and business financial records to calculate and explain earned income, covered expenses, benefit amounts and adjustments, and differences between tax returns and monthly claimant reporting • Build trusted relationships with claims professionals and leaders by providing clear, timely, and actionable guidance • Partner with DI Claims leaders on complex, sensitive, or high-impact cases • Identify potential compliance, tax, or other financial concerns and involve appropriate partners as needed • Communicate with financial representatives, claimants, employers, outside CPAs, attorneys, and other stakeholders to clarify information and resolve questions throughout the claim review process • Review taxable benefit data and support required federal income tax reporting • Build financial expertise across DI Claims through consultation, mentoring, presentations, and training • Assist in developing and maintaining financial policies, reference materials, and tools aligned with claim practices, applicable accounting and tax guidance, and contract provisions • Support projects and process or technology improvements that strengthen the consistency, efficiency, and quality of financial claim administration • Maintain current accounting and tax knowledge through continuing education and professional resources

🎯 Exigences

• A bachelor’s or master’s degree in accounting • Five or more years of accounting or tax-related experience • A CPA designation is strongly preferred • An IRS Enrolled Agent (EA) designation may be considered when accompanied by relevant experience • Strong analytical and decision-making skills, including the ability to assess complex or incomplete financial information • Ability to work independently, take initiative, and deliver timely results • Excellent written and verbal communication skills, including the ability to translate complex financial concepts into clear, practical guidance • Attention to detail, organization, and follow-through • Ability to train, mentor, and support the development of claims professionals • Ability to handle confidential information with discretion • Proficiency in Microsoft Office and common document management, communication, and collaboration tools, with the ability to adapt to evolving systems, processes, and business needs • Experience preparing or reviewing personal and small-business tax returns • Experience working with a variety of businesses and industries • Knowledge of disability income insurance products, contracts, or claim administration

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