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Perform data analysis and interpretation, using basic statistical techniques (Frequency distributions, Descriptive statistics, T-tests; Cross-tabs, Correlations, Text analytics) to reveal new findings and insights to marketing and other business partners. Identify opportunities to enhance the team's analytical capabilities by evaluating current processes, new trends, working with business partners, and taking initiative to apply new and improved research best practices.

About the JobAs the Senior Manager of Enterprise Insights - Field Research, you will bring financial advisor understanding and strategic foresight to life to inspire profitable growth. You will drive the learning agenda across cross-functional teams, developing forward-looking strategies grounded in field realities and emerging trends.This is your opportunity to help build a new, centralized enterprise insight capability. You will advocate for financial advisors, anticipating their needs while bridging these findings with consumer realities. Beyond driving field research, you will act as a compelling team leader with natural servant leadership abilities, passionate about mentoring and shaping our analytical talent.You will design impactful reporting frameworks by synthesizing custom field research, advisor sentiment, and client NPS where applicable. As a master storyteller, you will help weave disparate field, consumer, and client data into meaningful insights that bring extreme clarity to the organization and empower stakeholders to take insight-led action.By helping to integrate insights across the advisor, client, and consumer journeys, you will unify field experience assessment scores and holistic feedback into a cohesive lifecycle view. This approach allows you to proactively prescribe targeted solutions that elevate the advisor experience and drive enterprise success.Finally, you will support our steady enterprise approach to AI adoption, leveraging AI-driven tools to enhance field research capabilities and keep the team at the cutting edge of data synthesis.What You'll Do<ul><li>Lead the Field learning agenda working closely with Field, Journey, Marketing, Product and Digital teams to develop products, communications and strategies that are grounded in deep financial advisor understanding.</li><li>As part of the Enterprise Insights team, be the go-to source for ad-hoc analysis and actionable research. Be an advocate for the field, client and consumer in internal meetings and a driver of insight-led actions across the enterprise.</li><li>Deliver reports, insights and implications to assigned business partners to inform decisions that improve the field / consumer / client experience.</li><li>Perform data analysis and interpretation, using basic statistical techniques (Frequency distributions, Descriptive statistics, T-tests; Cross-tabs, Correlations, Text analytics) to reveal new findings and insights to marketing and other business partners.</li><li>Determine requisite data elements and work with technical resources to design integrated internal and syndicated datasets to provide required analysis.</li><li>Identify opportunities to enhance the team's analytical capabilities by evaluating current processes, new trends, working with business partners, and taking initiative to apply new and improved research best practices.</li><li>Proactively share relevant information and insights with the internal teams.</li><li>Interpret and synthesize multi-source data into insights that lead to actionable strategies and plans for the brand.</li></ul>What You'll Bring To The Role<ul><li>Minimum of 5 years' experience/knowledge desired in research and data analysis, application of statistical research techniques. B2C category experience strongly preferred.</li><li>Seasoned expert in advanced features of a variety of programs which may include Excel, Access, SQL, SAS, SPSS, Tableau and Business Intelligence tools.</li><li>Experience and knowledge of the following advanced analytic techniques (Regression, Factor analysis, Cluster analysis highly preferred).</li><li>Experience should include budget management, and vendor management.</li><li>Strong technical market research skills that include; quantitative, qualitative, primary, and secondary.</li><li>Degree in business, marketing, social sciences, statistics or related field. Ideally from top-tier school.</li><li>Strong business acumen.</li><li>Financial Services Experience Not Required; but must have, or acquire soon after, intimate knowledge of NM field, markets, clients and products.</li><li>Able to be both strategic and tactical, with strong analytical, problem solving and conceptual skills. Ability to unite key colleagues and cross-functional partners by gaining trust through demonstrating business expertise.</li><li>Consistently displays professional courage to research design, analysis and interpretation to deliver credible work product free of bias.</li><li>Acts in the best interest of consumer / clients and the company.</li><li>Embraces new research tools and AI capabilities as they become available and approved.</li><li>MBA or Master's Degree strongly preferred</li></ul>Skills You Have<ul><li>Adaptive Communication: Formulates strategies to be used to convey complex information about services, products, systems, or processes to targeted audiences; communicates and liaises between technical and non-technical audiences.</li><li>Cross Functional Partnering & Planning: Facilitates collaboration, communication, coordination, and planning with individuals and teams from different functions within the organization, and who have different areas of expertise, to achieve common goals.</li><li>Problem Management: Classifies, prioritizes and initiates action, and documents root causes of problems and implements remedies. Manages the lifecycle of all problems. Prevents incidents from happening and minimizes the impact of incidents that cannot be prevented.</li><li>Research Communication: Synthesizes and communicates research findings and insights in compelling ways to stakeholders to influence potential design and decision making. Translates data into compelling narratives to demonstrate business insights and opportunities and influence business decisions.</li><li>Research Design: Leverages methods such as surveys, contextual inquiries, card sorting, and focus group to identify problems/risks and devises plans to address concerns raised via research.</li></ul>#LI-Onsite, #LI-Hybrid #LI-RemoteCompensation Range:Pay Range - Start:$89,360.00Pay Range - End:$134,040.00Geographic Specific Pay Structure:Structure 110:<h3></h3>Structure 115:<h3></h3>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 <a href="http://careers.northwesternmutual.com/pay-transparency/" rel="noopener noreferrer nofollow" target="_blank">here</a> 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 <a href="https://www.northwesternmutual.com/equal-employment-opportunity-policy/" rel="noopener noreferrer nofollow" target="_blank">equal opportunity employer</a> that welcomes talented individuals of all backgrounds. 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.<h3>Skills</h3>Adaptive Communication (NM) - Intermediate, Research Design (NM) - Intermediate, Customer, Market & Ecosystem Knowledge (NM) - Intermediate, Learning Agility & Critical Thinking (NM) - Intermediate, Problem Management (NM) - Intermediate, Root Cause Analysis & Decision Quality (NM) - Intermediate, Research Communication (NM) - Advanced, Research Methods (NM) - Advanced, Cross Functional Partnering & Planning (NM) - Intermediate, Customer Segmentation (NM) - Intermediate, Data Collection & Analysis (NM) - Advanced, Marketing Intelligence (NM) - Intermediate, Analytical Thinking (NM) - Intermediate<h3>FIND YOUR FUTURE</h3>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.<ul><li><a href="https://careers.northwesternmutual.com/life-at-nm/flexibility-balance/" rel="nofollow noopener noreferrer" target="_blank">Flexible work schedules</a></li><li>Concierge service</li><li><a href="https://careers.northwesternmutual.com/life-at-nm/benefits/" rel="nofollow noopener noreferrer" target="_blank">Comprehensive benefits</a></li><li>Employee resource groups</li></ul>

<h1>Who We Are</h1>
 What we believe. 
 We believe relationships are built on trust. That our lives and our work matter. And that doing what’s right is good for everyone — our clients, our employees, our financial representatives and our communities. 
 These beliefs launched our company nearly 160 years ago. Today, they’re just a few of the reasons why people choose to build careers at Northwestern Mutual.
 
 
 We’re known for our financial strength. 
 That means we’ll be here for the millions of people who are counting on us—our clients, our employees, our financial representatives and our communities. 
 
 We care.
 We make a positive difference in our communities. Nationally, thousands have benefited from our support of research and programs to fight childhood cancer. Each year, our Foundation, employees and financial representatives donate time, talent and financial support to causes they’re passionate about. 
 

<h1>Why Work Here</h1>
 We’re strong and growing. 
 In a company with such a long and storied history, this may be the most exciting and important time to be a part of Northwestern Mutual. We’re strong, innovative and growing. And we want you to grow with us.
 
 
 We invest in our people. 
 We provide opportunities for employees to grow themselves, their careers, and, in turn, our business. Movement around the company is encouraged and we help our people build meaningful, long-term careers.
 
 Be part of building our future.
 We’re expanding our campus in downtown Milwaukee overlooking Lake Michigan. The Northwestern Mutual Tower and Commons will include a state-of-the-art employee Learning Institute, and will feature a natural light-filled, 21st century work environment. This signature development reinforces our commitment to job growth, attracting top talent and drawing new business to Milwaukee. 
 
 Enjoy Milwaukee. 
 Located on beautiful Lake Michigan, Milwaukee offers a perfect balance of big city and small town living. Home to Summerfest, the world’s largest music festival, Milwaukee has a thriving music scene, a celebrated annual film festival and vibrant performing arts community. Professional sports teams include the Milwaukee Brewers, Milwaukee Bucks and other major teams. And outdoor family fun is easy here. An extensive urban bike path network links our lakefront parks, beaches and other recreational hotspots. 
 
 <h1>Our Culture</h1>
 We are always evolving. 
 At Northwestern Mutual, our employees, and our business, are always evolving. We are agile and continuously learning and improving. We have a work environment that empowers problem solving and encourages innovation—you will make an impact here.
 
 
 We do what’s right. 
 Our “do-what’s-right” value is pervasive. We ask ourselves: “Is this in the best interest of our clients? Our employees? Our financial representatives?” Acting on this value improves our clients’ experience, and makes Northwestern Mutual a better place to work. 
 
 We recognize and develop possibilities in our people.
 Onsite training and leadership development programs help employees succeed and grow. We also sponsor learning opportunities outside the company to help employees stay current in their fields, network with peers and gain external perspective. 
 
 Diversity makes us better. 
 We believe diversity and inclusion cultivate creativity, innovation and a better experience for our clients. That’s why we recruit and grow people who bring unique perspectives, ideas, beliefs and cultural backgrounds.

Northwestern Mutual

Senior Manager of Enterprise Insights - Field Research

Analysis Skills

Artificial Intelligence (AI)

Best Practices

Budget Management

Business Administration

Business Intelligence Software

Communication Skills

Contextual Inquiry

Cross-Functional

Customer Experience

Customer/Client Research

Data Analysis

Data Collection

Data Sets

Ecosystems

Establish Priorities

Financial Planning

Focus Groups

IBM SPSS Statistical Package

Identify Issues

Leadership

Market Research

Market Segmentation

Marketing

Mentoring

Microsoft Access Database

Microsoft Excel

Problem Solving Skills

Product Development

Product Lifecycle

Research Skills

Risk Analysis

Root Cause Analysis

SQL (Structured Query Language)

Servant leadership

Social Media Marketing

Social Sciences

Statistical Analysis System (SAS)

Statistics

Strategic Planning

Tableau

Team Lead/Manager

Technical Research

Technical/Engineering Design

Trend Analysis

Vendor/Supplier Management

pandologic_px

OTHER

FEED

Responsibilities: Serves as a trusted advisor and strategic partner with Leadership teams of the Research and Grants service line to provide financial support for current operations, translating financial results, and aid in decision support for future operational proposals and growth initiatives. Serve as a trusted advisor and strategic partner with Leadership teams of the Research and Grants service line to provide financial support for current operations, translating financial results, and aid in decision support for future operational proposals and growth initiatives.

Overview:
Versiti is a fusion of donors, scientific curiosity, and precision medicine that recognize the gifts of blood and life are precious. We are home to the world-renowned Blood Research Institute, we enable life saving gifts from our donors, and provide the science behind the medicine through our diagnostic laboratories. Versiti brings together outstanding minds with unparalleled experience in transfusion medicine, transplantation, stem cells and cellular therapies, oncology and genomics, diagnostic lab services, and medical and scientific expertise. This combination of skill and knowledge results in improved patient outcomes, higher quality services and reduced cost of care for hospitals, blood centers, hospital systems, research and educational institutions, and other health care providers. At Versiti, we are passionate about improving the lives of patients and helping our healthcare partners thrive.

Position Summary:
<h1 style="text-align:center">Senior Financial Analyst - Reasearch and Grants</h1><div>Versiti is looking for a Sr. Financial Analyst who thrives at the intersection of data, strategy, and collaboration. In this role, you’ll serve as a key partner to our Research and Grants service line—helping leaders make informed decisions that support our mission and long‑term growth. If you enjoy digging into financial data, building models, and translating numbers into meaningful insights, this is a place where your work will directly influence innovation and impact.<div> </div></div><h2>What You’ll Do:</h2><ul style="margin-top:0in"><li>Serve as a trusted advisor and strategic partner with Leadership teams of the Research and Grants service line to provide financial support for current operations, translating financial results, and aid in decision support for future operational proposals and growth initiatives.</li><li>Administer grants and grant reporting for research grants, contracts, and subcontracts. </li><li>Ensure spending is in accordance with grantor requirements on a timely basis.</li><li>Work as a partner with research investigators, research administration, and the executive leadership team to develop budgets, forecast projections, and analyze spending.</li><li>Prepare required financial reports to grantors and assists in resolving issues and rate negotiations with appropriate federal agencies (primarily the NIH), including the timely completion of the indirect cost proposal.</li><li>Prepare and process the month end closing process for awards and grants.</li><li>Prepare and maintain monthly effort reporting requirements.</li><li>Prepare monthly invoicing for grant and award activity.</li><li>Prepare grant supplier invoices for processing to accounts payable.</li><li>Coordinate preparation and completion of audit schedules, confirmations, audit, footnote disclosures, and general timing of activities for the single audit report</li><li>Ensure appropriate controls are in place related to grants.</li><li>Participate in the review and update of policies and procedures related to grant administration.Promotes and maintains compliance with Generally Accepted Accounting Principles and related accounting and reporting standards and guidance.</li><li>Perform other duties as assigned.</li></ul><h2>What You Bring:</h2><ul><li>1-3 years of experience in accounting, financial operations, or similar field required.</li><li>Experience in the financial management of federal research grants and awards.</li><li>Experience with an integrated accounting and finance system preferred.</li><li>Experience writing financial statements and management reports preferred.</li><li>Experience in providing financial analysis in support of operational activities preferred.</li></ul><h2>Why This Role Matters:</h2>You’ll be joining a highly collaborative FP&A team with strong tenure and deep organizational knowledge. Your insights will directly influence operational decisions, growth strategies, and the financial strength that enables Versiti to advance its lifesaving mission.<div> </div>

Total Rewards Package:
Benefits Versiti provides a comprehensive benefits package based on your job classification. Full-time regular employes are eligible for Medical, Dental, and Vision Plans, Paid Time Off (PTO) and Holidays, Short- and Long-term disability, life insurance, 7% match dollar for dollar 401(k), voluntary programs, discount programs, others.

Responsibilities:
<ul style="margin-top:0in"><li>Serves as a trusted advisor and strategic partner with Leadership teams of the Research and Grants service line to provide financial support for current operations, translating financial results, and aid in decision support for future operational proposals and growth initiatives.</li><li>Administers grants and grant reporting for research grants, contracts, and subcontracts. </li><li>Ensures spending is in accordance with grantor requirements on a timely basis.</li><li>Works as a partner with research investigators, research administration, and the executive leadership team to develop budgets, forecast projections, and analyze spending.</li><li>Prepares required financial reports to grantors and assists in resolving issues and rate negotiations with appropriate federal agencies (primarily the NIH), including the timely completion of the indirect cost proposal.</li><li>Prepare and process the month end closing process for awards and grants.</li><li>Prepare and maintain monthly effort reporting requirements.</li><li>Prepare monthly invoicing for grant and award activity.</li><li>Prepare grant supplier invoices for processing to accounts payable.</li><li>Coordinates preparation and completion of audit schedules, confirmations, audit, footnote disclosures, and general timing of activities for the A-133 audit reportEnsures appropriate controls are in place related to grants.</li><li>Participates in the review and update of policies and procedures related to grant administration.Promotes and maintains compliance with Generally Accepted Accounting Principles and related accounting and reporting standards and guidance.</li><li>Performs other duties as assigned.</li><li>Complies with all policies and standards.</li></ul>

Qualifications:
Education<ul><li>Bachelor's Degree in Finance, Accounting, Economics or a related discipline from an accredited college or university required</li><li>MBA preferred</li><li>Master's Degree Master’s Degree preferred</li></ul>Experience<ul><li>1-3 years of experience in accounting, financial operations, or similar field required.</li><li>Experience in the financial management of federal research grants and awards.</li><li>Experience with an integrated accounting and finance system preferred.</li><li>Experience writing financial statements and management reports preferred.</li><li>Experience in providing financial analysis in support of operational activities preferred.</li></ul>Knowledge, Skills and Abilities<ul><li>Effective verbal and written communication, problem solving, decision making, conflict resolution, and organizational skills</li><li>Effective interpersonal and customer service skills</li><li>Ability to work collaboratively and decisively across levels of the organization</li><li>Excellent reasoning and analytical skills with the ability to effectively communicate technical financial information to management</li><li>Effective presentation and training skills</li><li>Working knowledge of spreadsheets, word processing, database and other applications, including networked personal computers and integrated information systems</li><li>Understand the purpose of a mission-driven organization and how financials support the organization's achievement of its mission.</li></ul>#AJ123 #LI-MM1

Hybrid Research Jobs in Milwaukee, WI

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Hybrid Research Jobs in Milwaukee, WI

Senior Manager of Enterprise Insights - Field Research Northwestern Mutual

Sr. Finance Analyst - Research and Grants - Onsite/Hybrid- Not remote Versiti, Inc.

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