Senior Financial Analyst - Reporting And Analysis

Northern Trust; Manila; On-site; PHP 1,000,000 - 1,800,000; Full time

Job summary

Northern Trust in Manila seeks a Senior Financial Analyst to drive enterprise IT capital reporting, forecasting and data management within the Investment & Productivity Reporting & Analysis Team. The role emphasizes automation, process improvements, and collaboration with stakeholders to deliver clear, data-driven capital insights.

The role requires strong Excel/Power BI skills, 7+ years in financial analysis or BI, and a finance/analytics background.

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 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.

Responsibilities

• Deliver enterprise-wide IT capital reporting daily and monthly.
• Maintain IT capital data management framework for data integrity.
• Support connectivity between portfolio management platforms and reporting solutions.
• Develop and maintain Power BI dashboards and reporting tools.
• Analyze IT capital forecast fluctuations due to portfolio changes.
• Provide data-driven insights with stakeholders on capital analysis.
• Prepare recurring and ad hoc reports for senior management.
• Identify opportunities to streamline processes and automate reporting.
• Collaborate on productivity reporting initiatives and templates.
• Participate in continuous improvement of reporting controls and analytics.

Skills

Analytical thinking

Data analysis

Attention to detail

Communication skills

Independent working

Process improvement

Education

Bachelor's degree in Finance, Accounting, Business Analytics, Information Systems, or related field

Tools

Power BI

Excel

Job description

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

• 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.

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 [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.