The Senior Financial Analyst, Enterprise Financial Planning will play a critical role within the newly integrated MRP&A and SP&A organization. This position supports enterprise‑wide financial planning, scenario management, CCAR coordination, and planning system governance, partnering closely with Reporting, Strategy, Data Center, and Control teams. The role is designed for an experienced analyst capable of independently owning complex processes, exercising judgment, and supporting senior stakeholders across multiple planning cycles.
Enterprise Planning & Scenario Management
- Support enterprise profit plan, strategic financial plan (SFP), forecast, and scenario development processes
- Assist with ownership and governance of enterprise assumptions, sensitivities, and scenario drivers
- Partner with stakeholders to translate strategic initiatives into financial impacts and planning inputs
CCAR & Regulatory Planning Support
- Coordinate planning inputs and timelines related to CCAR and regulatory forecasting activities
- Support documentation, controls, and governance associated with CCAR planning processes
- Partner with strategy, reporting, and control teams to ensure consistency across regulatory and management views
Anaplan & Planning System Ownership
- Serve as a key lead for enterprise planning models in Anaplan
- Support model enhancements, testing, data validation, and coordination with Finance IT and Data Center teams
- Help establish and maintain standardized planning workflows, controls, and user guidance
Cross‑Functional Partnership & Execution
- Partner closely with Executive Management Reporting, Strategic Planning, and Data Center teams to ensure alignment across planning and reporting cycles
- Support ad hoc analysis and executive requests related to enterprise financial performance and outlook
- Proactively identify risks, gaps, or improvement opportunities within planning processes and escalate as appropriate
Governance, Documentation & Process Improvement
- Support development and maintenance of process documentation, calendars, and control artifacts
- Assist in strengthening governance, handoffs, and ownership across integrated MRP&A / SP&A workflows
- Contribute to continuous improvement initiatives focused on scalability, automation, and risk reduction
Qualifications & Experience
- Bachelor’s degree in Finance, Accounting, Economics, or a related field
- 7+ years of experience in FP&A, management reporting, strategic planning, or a related finance role
- Experience supporting enterprise planning, forecasting, or regulatory processes strongly preferred
- Familiarity with planning systems (Anaplan experience preferred)
- Strong analytical skills with the ability to interpret complex data and communicate insights clearly
- Proven ability to manage multiple priorities and operate independently with limited oversight
- Advanced Excel skills; Power BI or similar analytics experience a plus
Key Attributes for Success- Comfortable operating in a dynamic, matrixed environment
- Strong judgment and attention to detail, particularly in governance‑driven processes
- Effective communicator with the ability to partner across teams and levels
- Proactive mindset with a focus on ownership, accountability, and continuous improvement
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.
