Northern Trust

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

Northern Trust$83K — $141K *
Finance & Insurance
5 - 7 years of experience
Job Overview by Ladders

Qualifications

  • 7+ years in FP&A, management reporting, strategic planning, or a related finance role
  • Strong financial and accounting knowledge aligned with business acumen
  • Proficient in data interpretation and deriving insights
  • Detail-oriented with prioritization and multitasking abilities
  • Excellent analytical, critical thinking, and problem-solving skills
  • Effective verbal and written communication capabilities
  • Experience with management/board presentations
  • Tech-savvy with Office 365 and financial reporting systems including PeopleSoft, HFM, TM1/Cognos
  • Familiarity with business intelligence tools like Tableau and Power BI

Responsibilities

  • Build strong relationships and coordinate with business units for financial reporting
  • Engage in month-end close and reporting, analyzing results against previous metrics
  • Contribute to forecasting and planning cycles, including strategic initiatives
  • Lead projects aimed at enhancing management reporting and system improvements
  • Identify opportunities for process improvements and enhance financial controls
  • Collaborate with stakeholders on cross-functional financial analysis initiatives
  • Distill insights related to revenue trends and profitability for executive support

Benefits

  • Comprehensive retirement benefits including 401k and pension
  • Health and welfare coverage (medical, dental, vision)
  • Paid time off and parental/caregiver leave
  • Life and accident insurance
  • Voluntary and well-being benefits
  • Discretionary bonus program with potential equity component
  • Flexible hybrid work model
Full Job Description
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.

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.

About Northern Trust

Northern Trust is a global leader in delivering innovative investment management, asset and fund administration, and fiduciary and banking solutions to corporations, institutions, and affluent individuals. They have evolved with the changing needs of their clients and their world.

Northern Trust Careers

Joining Northern Trust means becoming part of a global financial services institution that is dedicated to providing expert guidance and innovative solutions to its clients. At Northern Trust, we pride ourselves on fostering a culture of leadership, diversity, and innovation, which makes us a premier destination for career growth in the financial industry.

Work You’ll Do

At Northern Trust, you will collaborate with some of the most talented professionals in the financial sector. Our team is committed to excellence and equipped with a diverse range of skills that contribute to our dynamic environment. Here, you will have the opportunity to lead projects that transform our services and drive significant value for our clients across the globe.

Explore Job Opportunities and Internships

Whether you are starting your career or looking to make a significant impact in the financial industry, Northern Trust offers a variety of job opportunities and internships that will help you achieve your professional goals. From entry-level positions to leadership roles, our company is actively hiring individuals who are passionate, curious, and driven to excel.

Innovative Work

Northern Trust is at the forefront of financial innovation. Our employees are encouraged to think creatively and leverage cutting-edge technologies to solve complex problems. By joining our team, you will work on pioneering solutions that redefine the standards of financial services.

Be Part of a Great Team

Our team at Northern Trust is more than just a group of employees – we are a community. We value collaboration, and our culture is built on mutual respect and a commitment to diversity and inclusion. Working with us, you will experience a supportive network that is passionate about sharing knowledge and ideas.

Future-Proof Your Career

Northern Trust is dedicated to your professional development. We offer comprehensive benefits, diversity training, and numerous resources to help you grow your career. With our support, you can expand your skills, gain valuable experience, and achieve professional certifications that will enhance your career trajectory.

Stay Connected

Join Our Team

Discover the perfect role for you at Northern Trust by exploring our current job openings that match your skills and interests. We are looking for professionals who are solution-driven and eager to contribute to our legacy of financial excellence.

Keep Up to Date

Stay informed with the latest career tips, industry insights, and professional growth opportunities—all available through our careers blog. At Northern Trust, we ensure that our team members are always ahead in the industry.

Job Alert Emails

Customize your experience by subscribing to job alerts and insider tips tailored to your preferences. At Northern Trust, exciting and rewarding opportunities are always on the horizon, and we are eager to see where your talents can take us. Join Northern Trust today and be part of a company that values innovation, leadership, and a diverse and inclusive workplace. Here, every position is a chance to contribute to something bigger and to turn your job into a meaningful career.
Learn more about Northern Trust
Size
21,100 employees
Market Cap
$18.1 billion
Industry
Net Income
$1.2 billion
Founded
1889
5 Year Trend
+4.9%
Revenue
$6.1 billion
NASDAQ

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