Senior Financial Analyst - Reporting & Analysis

126 Northern Operating Srvs Asia; Manila; On-site; PHP 1,000,000 - 1,800,000; Full time

Job summary

Northern Trust in Manila is seeking a Senior Financial Analyst for Investment & Productivity Reporting to join the Finance organization. You will deliver enterprise-wide IT capital reporting, forecast planning, and data management while partnering with portfolio management and other stakeholders to enhance reporting capabilities and data quality.

Key duties include developing Power BI dashboards, maintaining data integrity, and driving automation initiatives.

Qualifications

• Bachelor's degree in Finance, Accounting, Business Analytics, Information Systems, or a related field.
• Minimum of 7 years of experience in financial analysis, business intelligence, reporting, or data analytics.
• Experience in financial services preferred and Power BI report development.

Responsibilities

• Deliver enterprise-wide IT capital reporting daily and monthly.
• Maintain IT capital data management framework for data integrity.
• Develop and maintain Power BI dashboards and reporting tools.
• Collaborate with stakeholders to provide data-driven insights and capital analysis.
• Identify opportunities to streamline processes and implement automation.

Skills

Analytical thinking

Data analysis

Stakeholder management

Attention to detail

Education

Bachelor's degree in Finance/Accounting/Analytics

Tools

Power BI

Excel

Job description

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.

Role Summary

The Senior Financial Analyst, Investment & Productivity Reporting will join the Investment & Productivity Reporting & Analysis Team within Northern Trust's Finance organization. This role is responsible for enterprise-wide IT capital reporting, forecasting, planning, and data management. The successful candidate will support the delivery of actual, forecasted, and planned IT capital reporting across the organization while partnering closely with Strategic Portfolio Management and key stakeholders to enhance reporting capabilities and drive data quality improvements. The position also plays an important role in process optimization, automation initiatives, and management reporting.

Major Duties

• Deliver enterprise-wide IT capital reporting on a daily and monthly basis.
• Maintain and enhance the IT capital data management framework to ensure data integrity and accuracy.
• Support and manage connectivity between portfolio/project management platforms and reporting solutions.
• Develop, enhance, and maintain Power BI dashboards and reporting tools to meet business and leadership requirements.
• Analyze and explain fluctuations in IT capital forecasts resulting from project portfolio changes and business decisions.
• Partner with Strategic Portfolio Management, business leaders, and functional stakeholders to provide data-driven insights and capital analysis.
• Prepare recurring and ad hoc reporting for senior management and key stakeholders.
• Identify opportunities to streamline processes and implement automation solutions to improve efficiency and reporting effectiveness.
• Collaborate with team members on productivity reporting initiatives, reporting templates, and related support activities.
• Participate in continuous improvement efforts to strengthen reporting processes, controls, and analytical capabilities.

Knowledge and Skills

Strong analytical and problem-solving capabilities with the ability to evaluate large and complex data sets. High attention to detail and commitment to data accuracy and quality. Advanced proficiency in Microsoft Excel, Power BI, and data management methodologies. Strong communication skills with the ability to present complex information clearly to various stakeholder groups. Self-motivated and capable of working independently while managing multiple priorities. Demonstrated flexibility and adaptability in a fast-paced, evolving environment. Ability to build effective partnerships and influence stakeholders across functions.

Experience

Experience Bachelor's degree in Finance, Accounting, Business Analytics, Information Systems, or a related field. Minimum of 7 years of experience in financial analysis, business intelligence, reporting, or data analytics. Experience within the financial services industry preferred. Experience developing and maintaining Power BI dashboards and reporting solutions. Knowledge of project portfolio management and capital planning processes is preferred.

Working Hours

Mon-Fri; 4PM - 1AM Manila

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.

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 [e-mail], or alternatively you can discuss your individual requirements with the recruiter you are working with.

About Our Manila Office

The Northern Trust Manila office celebrated a decade of excellence in 2024. Through agility, resiliency, innovation, and excellence, they have evolved into a dynamic hub with diverse capabilities and a thriving workforce of over 1,200 - driving meaningful impact and sustainable growth. Learn more.

Looking for greater? You found it.

A global financial leader with more than 22,000 employees in 23 locations worldwide, Northern Trust empowers our employees to achieve more than just business goals. Our focus on work-life balance, career mobility and unique opportunities are just a few of the reasons we’ve been named one of the world’s most admired companies.

Terms and Conditions

• Candidate Privacy Notice
• California Applicant Privacy Notice
• Pay Transparency
• Nondiscrimination Provision (U.S)
• Transparency in Coverage Disclosure – North America

Northern Trust is committed to working with and providing reasonable accommodations to individuals with disabilities. If, because of a medical condition or disability, you need a reasonable accommodation for any part of the employment process, please email our HR Service Center or call 1-800-807-0302 (North America), [phone] (Asia Pacific), 1800-425-0333 (India), [phone] (Europe, Middle East and Africa) and let us know the nature of your request and your contact information.

APAC/INDIA EEO STATEMENT

It is the policy and practice of Northern Trust to provide equal employment opportunities to all employees and applicants. Northern Trust does not discriminate on the basis of race, colour, religion or belief, nationality, ethnic or national origin, sex, marital status, sexual orientation, disability or age. All employment decisions will be made in a non-discriminatory manner in accordance with our obligations under the law and codes of practice. This includes human resources’ decisions relating to recruitment, terms and conditions of employment, transfers, promotions and access to learning and development.

Canada EEO STATEMENT

Northern Trust is an Equal Opportunity Employer. Hiring and other employment decisions at Northern Trust are made without regard to race, colour, religion, sex, ancestry, national origin, ethnic origin, age, disability, citizenship, veteran status, sexual orientation, record of offences, marital status, family status, or any other characteristic protected by federal, provincial, or local law, regulation, or ordinance.

EMEA EEO STATEMENT

It is the policy and practice of Northern Trust to provide equal employment opportunities to all employees and applicants. Northern Trust does not discriminate on the basis of race, colour, religion or belief, nationality, ethnic or national origin, sex, marital status, sexual orientation, disability or age. All employment decisions will be made in a non-discriminatory manner in accordance with our obligations under the law and codes of practice. This includes human resources’ decisions relating to recruitment, terms and conditions of employment, transfers, promotions and access to learning and development.

USA EEO STATEMENT

It is the policy of The Northern Trust Company to afford equal opportunity in all phases of employment without regard to an individual's age, race, color, religion, creed, gender, national origin, citizenship status, marital status, pregnancy, sexual orientation, gender identity, gender expression, genetic tests and information, physical or mental disability, protected veteran status or any other legally protected status.

EEO Know Your Rights (U.S.)

EEO Know Your Rights (U.S).