Sr. Financial Analyst - Business Unit Financial Analysis (Asset Management)

About Northern Trust

As a global leader in innovative wealth management, asset servicing, asset management and banking services, Northern Trust (Nasdaq: NTRS) is proud to guide the world’s most successful individuals, families, corporations and institutions.

Since 1889, we have aligned our efforts with our three guiding Principles That Endure: Service, Expertise, and Integrity. Together, they reflect the three cornerstones of business conduct which we strive to instill in our employees, whom we call partners, and to provide to our clients and the communities we serve worldwide.

With more than 135 years of financial experience and over 24,000 partners, we serve the world’s most sophisticated clients using leading technology and exceptional service.

The Senior Analyst will be responsible for supporting NTAM Finance’s BU financial reporting with a focus on the BU income statement, relevant carve-outs, and associated key metrics.  This individual expected to be team player, responsible for collaborating with other NTAM Finance SMEs and engaging with other BU finance teams to lead cross-functional financial analysis projects, operating with a flexible approach and identifying opportunities for process improvements and enhanced controls, and distilling key insights and trends related to product and channel revenue trends and profitability in order to support executive decision making.

Responsibilities:

• Develop strong relationships and closely coordinate with business unit on financial performance reporting.
• Participate in the month-end accounting close and reporting processes, preparing analyses of results relative to prior year, prior month, and/or Plan, focusing on key business factors driving financial performance. Research variances to understand drivers of results and respond to ad-hoc requests from the business unit for analysis and reporting.
• Participate in forecasting and planning cycles, including strategic and annual plan.
• Manages projects, including planning, organizing, and directing activities towards project goal completion, including ongoing enhancements to management reporting and related system implementations in order to provide key insights to the business unit.

Knowledge/Skills:

• 7+ years of experience in FP&A, management reporting, strategic planning, or a related finance role.
• Financial and accounting knowledge with business acumen. Industry knowledge is beneficial.
• Competency in interpreting data and deriving meaningful insights & trends.
• Results and detail oriented with ability to prioritize effectively and multi-task.
• Strong analytical, critical thinking and problem-solving skills.
• Strong oral and written communication skills.
• Experience developing management/board presentations.
• Self-motivated and intellectually curious with the ability to build relationships across diverse teams.
• Proficiency with Office 365 applications, including Excel, PowerPoint, Teams and Co-pilot to efficiently perform analyses and communicate financial information to various stakeholders.
• Knowledgeable in PeopleSoft, HFM, TM1/Cognos, or other similar systems used for financial accounting/reporting.
• Experience with business intelligence analytical tools required to interpret data, perform analyses, and communicate financial information to various constituents.
• Experience with Tableau and/or Power BI tools strongly preferred.

Working Model: Hybrid (#LI-Hybrid)

We have a balanced hybrid working model to ensure you get the flexibility you need, and the successful candidate will spend their time between working in the office and working from home.

Applicants must be authorized to work in the U.S. without the need for employment-based visa sponsorship now or in the future. Northern Trust will not sponsor applicants for U.S. work visa status for this opportunity (no sponsorship is available for H-1B, L-1, TN, O-1, E-3, H-1B1, F-1, J-1, OPT, CPT or any other employment-based visa)

Salary Range:

$83,100 - 141,300 USD

Salary range is a good faith estimate of base pay. Northern Trust provides a comprehensive benefits package including retirement benefits (401k and pension), health and welfare benefits (medical, dental, vision, spending accounts and disability), paid time off, parental and caregiver leave, life & accident insurance, and other voluntary and well-being benefits. Northern Trust also provides a discretionary bonus program that may include an equity component.

Work Authorization

Applicants must be authorized to work in the U.S. without the need for employment-based visa sponsorship now or in the future. Northern Trust will not sponsor applicants for U.S. work visa status for this opportunity (no sponsorship is available for H-1B, L-1, TN, O-1, E-3, H-1B1, F-1, J-1, OPT, CPT or any other employment-based visa).

Working with Us

As a Northern Trust partner, you will be part of a flexible and collaborative work culture, which has a strong history of financial strength and stability. Movement within the organization is encouraged, senior leaders are accessible, and you can take pride in working for a company committed to an inclusive workplace and assisting the communities we serve.

Philanthropy is deeply rooted in Northern Trust’s history and is an essential element of our culture. Employees around the world give their time and talent to work for the greater good of their communities.

Reasonable Accommodation

Northern Trust is committed to working with and providing adjustments to individuals with health conditions and disabilities. If you need a reasonable accommodation for any part of the employment process, please email our HR Service Center at [email protected], or alternatively you can discuss your individual requirements with the recruiter you are working with.