Disability Insurance Finance Consultant

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🔥 6 minutes ago

🧀 Wisconsin – Remote

🧀 Wisconsin – Remote

💵 $81.3k - $121.9k / year

⏰ Full Time

🟡 Mid-level

🟠 Senior

💸 Financial Planning and Analysis (FP&A)

🦅 H1B Visa Sponsor

This company has sponsored H1B visas in the past.

👻 Ghost score 1%

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Northwestern Mutual

WebsiteLinkedInAll Job Openings

5001 - 10000 employees

Founded 1869

💸 Finance

🛡️ Insurance

Finance • Insurance

Northwestern Mutual is a leading financial services and life insurance company based in Milwaukee, Wisconsin. It offers its clients a broad range of financial planning services including life insurance, disability insurance, long-term care insurance, and personalized investment strategies through its network of financial advisors. Known for its strong corporate culture and commitment to employee development, Northwestern Mutual provides an environment that fosters growth, diversity, and meaningful work opportunities. The company emphasizes flexibility, career growth, and a supportive work culture, making it an attractive place for both new and experienced professionals. Furthermore, Northwestern Mutual prioritizes technology and innovation in financial services, aiming to revolutionize the industry from within.

📋 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

🎯 Requirements

• 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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