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Job Summary

Support staff in the preparation and administration of the operating budget. Perform analysis, evaluation and preparation of budget and management services. Receive and review budget requests and cost estimates relative to the development of the annual budget. Respond to budget inquiries and inform budget representatives of changes in policy or practice. Perform data entry functions and information changes into the financial system. Prepare charts, tables, and graphs to be included in the annual budget. Ensure accurate financial reporting and procedural compliance on all governmental grants. Conduct benchmarking and surveying of similar governmental entities for best practices.

Knowledge, Skills and Abilities

• Knowledge of basic financial principles and practices for budgeting, budget analysis, and budget control.

• Ability to work independently with a high degree of accuracy and attention to detail.

• Ability to communicate both verbally and in written formats.

• Skill in policy analysis and evaluation of programs related to funding priorities.

• Knowledge of Microsoft Office Suite.

• Skill in executing basic data collection, synthesis, analysis, reporting, and development of recommendations to support functional area(s), where analysis follows standard practices.

• Ability to work under direct supervision and collaborate with team members to drive accuracy and precision in analysis.

• Knowledge of standard analytical practices to perform basic studies and continually adopt new methods. Minimum Qualifications

• Graduation from an accredited college or university with a Bachelor's Degree or higher

OR

• Possession of a High School Diploma or General Education Development (GED) Certificate and 4 years of budgeting or directly related experience

OR

• An equivalent combination of education and/or experience.

Physical Requirements

Sedentary Work involves exerting up to 10 pounds of force occasionally or a negligible amount of force frequently to lift, carry, push, pull, or otherwise move objects. Sedentary work involves sitting most of the time but may involve walking or standing for brief periods of time.

The duties listed are not set forth for purposes of limiting the assignment of work. They are not to be construed as a complete list of the many duties normally to be performed under a job title or those to be performed temporarily outside an employee's normal line of work.

Benefits Package

• Medical, Dental, and Vision Coverage
• Basic Term Life Insurance
• Pension Plan and Deferred Compensation Program
• Employee Assistance Program
• Paid Holidays, Vacation, and Sick Time
• You May Qualify for the Public Service Loan Forgiveness Program (PSLF)

VETERAN'S PREFERENCE

When applying for employment with Cook County Government, preference is given in the application process to honorably discharged Veterans who have served in the Armed Forces of the United States for more than 180 consecutive days, or during War Time. To take advantage of this preference a Veteran must:

• MEET THE MINIMUM QUALIFICATIONS FOR THE POSITION.

• IDENTIFY THEMSELVES AS A VETERAN ON THEIR EMPLOYMENT APPLICATION BY ANSWERING YES TO THE QUESTION "Are you a military veteran?"

• ATTACH A COPY OF THEIR DD 214, DD 215 or NGB 22 (NOTICE OF SEPARATION) AT TIME OF APPLICATION FILING. IF YOU HAVE MULTIPLE DD 214S, 215S, OR NGB 22S, PLEASE SUBMIT THE ONE WITH THE LATEST DATE. COAST GUARD MUST SUBMIT A CERTIFIED COPY OF THE MILITARY SEPARATION FROM EITHER THE DEPARTMENT OF TRANSPORTATION (BEFORE 911) OR THE DEPARTMENT OF HOMELAND SECURITY (AFTER 911).

The Cook County Department of Veterans Affairs can assist you with obtaining a certified DD214 and having it recorded for you at no charge. Please contact

VETERAN MUST PROVIDE ORIGINAL APPLICABLE DISCHARGE PAPERS AT TIME OF INTERVIEW.

Candidates who are contacted will be required to produce original required documents (e.g., current driver's license, diploma, school transcript, certifications, etc.) listed on the Notice of Job Opportunity within five (5) days of being extended an offer, in writing, by the Bureau Chief of BHR (or designee). Candidates will be notified of how to submit the required document.

*Degrees awarded outside of the United States except for those awarded in one of the United States' territories and Canada, must be credentialed by either the World Education Services (WES) or Educational Credential Evaluators (ECE).

Falsification of any information in the application process will result in disqualification, dismissal after hire, and/or placement on the County's Ineligible for Rehire List for a period of two (2) or five (5) years. For current County employees, such falsification may result in discipline, up to and including termination, and placement on the County's Ineligible for Rehire List for a period of two (2) or five (5) years. See Cook County Code of Ordinances, Article II, Sections 44-54 Unlawful Practices Relating to Employees and Employment - Penalty , 44-56 Political Discrimination ; Cook County Employment Plan, Section V.N. Pre-Interview License and Certification Verification ; Supplemental Policy No. 2014-2.13 Ineligible for Rehire List ; and Cook County Personnel Rules 3.3(b) (7) (d)

*This position requires successful completion of post-offer tests, which may include a background check, drug screen and medical examination.

*Must be legally authorized to work in the United States without sponsorship.

NOTE: As an internal candidate, should you be offered the position, salary allocations shall abide by the Cook County Personnel Rules.

Please contact for inquiries about this position

EEO Statement

Cook County Government is an Equal Employment Opportunity ("EEO") employer. Cook County prohibits illegal discrimination and harassment and affords equal employment opportunities to employees and applicants without regard to race, color, sex, age, religion, disability, national origin, ancestry, sexual orientation, marital status, parental status, source of income, housing status, military service or discharge status, gender identity, genetic information, or any other protected category established by law, statute or ordinance as further defined in Chapter 44. Human Resources, Article II. Personnel Polices, Section 44-53 of the Cook County Code of Ordinances and Chapter 42. Human Relations, Article II. Human Rights, Section 42-35 of the Cook County Code of Ordinances.

Social Media Disclaimer

The County's hiring process is governed by the Cook County Employment Plan which prohibits employment actions from being influenced by any Political Reasons or Factors for Non-Exempt Positions. The advertisement of this position by any individual does not constitute an offer or promise of employment, promotion, or any other employment action and shall not influence the County's hiring decision. Cook County officials and employees who become aware of or receive a complaint that involves an allegation of Political Reasons or Factors being considered in the hiring process of Non-Exempt positions are obligated to refer the complaint to the Cook County - Office of the Inspector General. If the Cook County Inspector General sustains allegations of Political Reasons or Factors being considered, Cook County will disqualify the Applicant or Candidate from consideration for employment and disciplinary action will be imposed on any involved Cook County employees, if applicable.

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Job Details:

General Summary:

To serve as the primary financial model builder and key member of Dollar General's Real Estate Financial Planning and Analysis team. The models will support the sales, real estate, SG&A, and capital planning functions for Dollar General. Assists in research aimed at improving the company's ability to forecast sales, profitability, and project financial returns. Provide cost-benefit, variance, and ad-hoc analysis as directed by Sr. Management.

Duties & Responsibilities:

• Develop and maintain detailed financial models in support of the Commercial Finance function for Dollar General:
• Creation of complex financial models including returns metrics (e.g. IRR, NPV, DCF, etc.) and preparation of presentation materials for Sr. leadership.
• Collaborate with various departments to gather valid assumptions and KPIs to support creation of the financial models.
• Enhance existing models by tearing down legacy models/processes to recreate more robust and efficient models.
• Analyze trends and external factors to create reasonable projections for future performance.
• Regularly review and update models to correspond with changing market conditions.
• Assist in assigned areas of the real estate budget and forecast finance cycle, including:
• Month end close support – variance analysis, communicating findings, and publishing reports.
• Reforecast – collaborate with stakeholders and recommend forecast adjustments.
• Annual budget process – in-depth review of all assigned accounts and assist in the creation of the annual plan.
• Utilize various systems and software (Excel, Anaplan, Lawson, Webfocus, Power BI, etc.) to access, manage, analyze, and summarize data.
• Collaborate cross-functionally to perform research and gain in depth knowledge of the business.
• Design and maintain systems and processes to support the Commercial Finance team.
• Support real estate, capital, and finance partners on various levels of ad hoc support.
• Assist in various levels of new and existing store sales budgeting, forecasting, and reporting

Qualifications:

Knowledge, Skills, & Abilities:

• Advanced knowledge of Excel, with an understanding of key formulas and functions, including Lookups, Pivot Tables, and macros.
• Mastery of financial modeling techniques inclusive of 3-statement model construction, valuation techniques, and peer benchmark analysis.
• Advanced word processing, spreadsheet, and database application skills.
• Must possess the following skills:
• Knowledge of GAAP accounting principles.
• Strong analytical, problem-solving, and decision-making skills.
• Flexible and multi-task orientation. Must be able to manage and prioritize multiple projects without delay. This is especially critical during the annual budget season.
• Creative ability to access information from different sources and summarize in a simple manner.
• Unwavering commitment to meet deadlines.
• Meticulous attention to detail with a high degree of accuracy. Must be able to detect errors and identify trends that indicate unfavorable performance.
• Excellent verbal and written communication skills.
• Customer-driven, team player committed to developing partnerships and who will maintain strong working relationships to facilitate the planning, forecasting, and analytical processes.
• Develop a thorough knowledge of the company to understand how decisions affect other areas.

Work Experience &/or Education:

• Bachelor's degree in finance, economics, or other quantitative field preferred.
• Minimum 7 years of experience in financial analysis, including a strong understanding of financial modeling, IRR, NPV, and ROI analysis.
• Ideal candidate has previous experience in investment banking, consulting, or other corporate finance environments.
• An equivalent combination of education and experience may be substituted.

Summary

Focus on achieving successful outcomes in implementing the Northwestern Mutual planning philosophy with existing advisors and new recruits who join Northwestern Mutual. Engage with advisors through various channels including an inbound phone queue, virtual consultations, virtual presentations as well as in person. Spend significant time virtually and in person working with advisors, their staff, and office leadership where applicable, to help them become deeply skilled in delivering high quality plans to their prospects and clients. Further, lead large events, present training content in group settings, represent Financial Planning Consulting at field events, and present regularly within the home office.

Primary Duties and Responsibilities

• Drive the achievement of KPIs for the Financial Planning Consulting team with your assigned target audience.

• Partner with Region leads and Assistant Director of Financial Planning and Consulting to ensure alignment of objectives and establish expectations for assigned offices and advisors.

• Engage with advisors and staff through an inbound phone queue, virtually and in person to provide personalized coaching to master the software and the related processes (fact finding, plan build, plan presentation). Offer plan presentation simulations and work with advisors to increase their confidence around the plan presentation prior to meeting with clients.

• Educate and collaborate with field leaders to promote NM's planning philosophy, increase planning adoption and help influence risk and investment product sales.

• Innovate to help develop better effectiveness in training/supporting our field on best practices for planning throughout the sales cycle.

• Provide quality planning consultations and presentations to the field on the integration of financial products to create solutions for clients primarily via inbound calls, long-distance training methods, schools and potential visits to network offices. Offer just-in-time solutioning for case design and plan design needs.

• Maintain an extensive in-person presence with your assigned target audience to build relationships and promote local culture around digital tools and financial planning.

• Partner with the Technology Solutions & Support Consultant (TSC) (where available) to ensure local adoption of related planning tools including CRM, client website, client account aggregation, prospect invite, Digital FF, etc.

• Be available to build financial plans for the advisor on an as-needed basis.

• Escalate feedback to leadership and/or appropriate partner to follow through on needs/gaps of advisors and/or network office around sales skills, leadership alignment, etc.

Qualifications

• Series 7 required or obtained within 6 months.

• Minimum of 3 years professional work experience.

• Able to travel in assigned region approximately 20%

• In-depth understanding of financial services products and financial planning.

• Excellent knowledge and application of consultation skills.

• Robust mastery of Northwestern mutual planning software

• Confident ability to consult on complex topics and scenarios and propose effective, needs-based solutions.

• Ability to identify and address problems, opportunities, wants and needs of the field and their clients in a suitable manner.

• Exceptional problem-solving capabilities.

• Deeply patient, wiling to teach and work through the adoption of financial planning.

• Focused on outcomes v. process (delivers on what matters most).

• Able to act as the owner of workstream. Identify and recommend changes/improvements to the existing process to improve adoption of planning and delivery of sales.

• Able to gain buy-in from teams you work with and inspire confidence in the planning process and sales cycle.

• Empathetic - can put yourself in the shoes of our field roles (Staff, Advisor, MD, MPs, etc.) and see their perspective.

• Willing to develop a deep subject matter expertise in the digital product portfolio

• Passionate about Northwestern Mutual Financial Planning process, products and services.

• CFP preferred or other relevant designations such as CLU, ChFC, CFA, CASL, MSFS, or other advanced degree.

• Client facing financial planning experience preferred.

Compensation Range:

Pay Range - Start:

Pay Range - End:

Geographic Specific Pay Structure:

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.

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

Job Description: Is it time to make new investments into your career?

Join a team that's an industry leader in innovation and invests in you with key product and service offerings, groundbreaking technology, and a premier investment platform. We empower professional growth, flexibility and support thus enabling long-term success for you and our clients. Your desire to grow and learn within the industry will open the door to a career path full of professional rewards.

We believe your natural resourcefulness unlocks new opportunities and your communication skill opens participants' minds. We know you will inspire client dedication and engagement to develop long-lasting positive relationships with Fidelity.

As part of the Workplace Planning and Advice outbound and inbound call team, you will start your journey in our multi-stage development to career planning and advice.

• You will connect with our participants to build effective relationships through calling and engaging warm leads. Guide our inactive and active 401(k) participants through all their available options while introducing them to our services.

• You will learn and develop expertise in assisting 401(k) participants with general service needs and withdrawal requests in an inbound capacity, providing timely and accurate support to meet our participants needs.

• As you gain relationship building and industry expertise, you'll advance to taking consultative inbound calls from 401(k) participants helping them with their retirement and investment needs.

You are learning. We provide all the training you need to develop the skills needed to service our participants and study for your FINRA licensing exams! You don't need a finance background or college degree to succeed in this role. Prepped with our licensing roadmap, own your success by studying for the exams at an individualized pace with dedication and commitment.

You will be supported in learning the business and building skills in Fidelity's Relationship Model, our planning culture and how to best leverage technology to help our clients. Our top-quality training resources will ensure you have all the answers you need to provide participants with the best guidance - and to get the results you are striving toward.

You are celebrated . Your achievements will be recognized and celebrated as you progress through your career. Our inclusive culture empowers associates to achieve success while building a supportive network.

You are growing. From day one you'll have the support and structure to plan for your future at Fidelity. The career coaching you will receive will help you understand the array of career opportunities at Fidelity and chart a course to help you grow in a personalized career path.

You can explore. You'll experience variety in your work with dedicated time for development activities that go beyond answering participant calls so you can discover advanced planning roles to further your career.

• Outstanding client relationship experience as well as an understanding of a sales process, including calling and working with warm leads

• Knowledge or experience in sales or the consultative relationship process

• Demonstrate accountability and a goal-oriented mindset

• Natural and demonstrated success in asking deeper questions to fully understand the client's situation

• Ability and flexibility to work in a "hybrid" work setting, both at home and in office

• Comfortable with technology and ability to navigate multiple systems simultaneously

• Aptitude to complete FINRA SIE, Series 7 and Series 66 upon hire

• Learn book-management skills and effectively handle leads while utilizing tools i.e. Salesforce

• Build rapport and open a conversation with Fidelity participants through profiling and utilizing consultative skills during participant interactions

• Introduce 401(k) participants to business partners to have appropriate Investment Solutions conversations

• Set up targeted appointments while identifying opportunities to address participant needs related to products and services

Our benefits programs are crafted to help you and your loved ones strike the perfect balance. Here are a few featured benefits (not all benefits are listed): Maternal and Parental Leave, Tuition Reimbursement, Student Loan Assistance, 401(K) 7% match, Health Insurance, Dental Insurance, Vision Insurance, Disability Insurance, Paid Time off, Backup Dependent Care, Charitable match, and Concierge Services.

Sound too good to be true? See for yourself and learn more about our benefits offerings:

• Click to hear from a few of our associates about the outstanding benefits Fidelity offers: Benefits at Fidelity Investments (opens in a new tab)

• Click here for a local news story about how we are helping our employee's payback their student loan debt (opens in a new tab)

Required Certifications: You will be given paid time and support to obtain SIE - FINRA, Series 07 - FINRA, Series 66

Most roles at Fidelity are Hybrid, requiring associates to work onsite every other week (all business days, M-F) in a Fidelity office. This does not apply to Remote or fully Onsite roles.

Please be advised that Fidelity's business is governed by the provisions of the Securities Exchange Act of 1934, the Investment Advisers Act of 1940, the Investment Company Act of 1940, ERISA, numerous state laws governing securities, investment and retirement-related financial activities and the rules and regulations of numerous self-regulatory organizations, including FINRA, among others. Those laws and regulations may restrict Fidelity from hiring and/or associating with individuals with certain Criminal Histories.