Consultant, Client Solutions, Total Portfolio Solutions

ACCA Careers; Chicago (IL); On-site; USD 66,000 - 114,000; Full time

Job summary

ACCA Careers is seeking a Consultant for Client Solutions to oversee operational support for clients in a dynamic environment. The role focuses on billing, financial reporting, and vendor management while requiring strong communication and analytical skills. With a generous salary range and a commitment to a beneficial work culture, this position offers a unique opportunity to contribute to a recognized financial institution.

Benefits

Comprehensive benefits package including medical, dental, and vision.

Discretionary bonus program with potential equity.

Paid time off and parental leave.

Qualifications

• 3+ years of industry experience in billing and financial analysis.
• Solid communication skills, written and oral.
• Advanced knowledge of Microsoft Suite, particularly Excel.

Responsibilities

• Oversight of daily operational support for TPS clients.
• Supports monthly financial analysis and reporting.
• Process owner for invoicing and fee related setups.

Skills

Financial Analysis

Attention to Detail

Communication Skills

Education

B.A. or B.S. degree

Tools

Microsoft Excel

Power BI

Job description

Consultant, Client Solutions, Total Portfolio Solutions

Join to apply for the Consultant, Client Solutions, Total Portfolio Solutions role at ACCA Careers

Consultant, Client Solutions, Total Portfolio Solutions

3 days ago Be among the first 25 applicants

Join to apply for the Consultant, Client Solutions, Total Portfolio Solutions role at ACCA Careers

Get AI-powered advice on this job and more exclusive features.

About Northern Trust

Northern Trust, a Fortune 500 company, is a globally recognized, award-winning financial institution that has been in continuous operation since 1889.

About Northern Trust

Northern Trust, a Fortune 500 company, is a globally recognized, award-winning financial institution that has been in continuous operation since 1889.

Northern Trust is proud to provide innovative financial services and guidance to the world’s most successful individuals, families, and institutions by remaining true to our enduring principles of service, expertise, and integrity. With more than 130 years of financial experience and over 22,000 partners, we serve the world’s most sophisticated clients using leading technology and exceptional service.

The Consultant, Client Solutions, TPS role is responsible for the oversight of daily operational support for TPS clients. The Total Portfolio Services function provides operational and technology solutions of complex asset allocators across the globe.

Areas Of Focus

Billing

• Process owner and primary contact for all invoicing and fee related setups for TPS
• Provide necessary information to Fee Billing team for the production of invoices, fee setups, analysis and calculations for FOS product clients.
• Proactively monitor fee information for errors with calculations, input, and variances in fees from one period to another.
• Resolve fee related inquiries in a timely manner.
• Communicate and escalate potential billing issues to Fee Billing/TPS Management as required.
• May perform various analysis required to assess the financial position and operational results of the organization.
• Research moderately complex accounting transactions and reporting issues
  
  

Financial Reporting & Forecasting

• Supports monthly financial analysis and reporting (actual spend to date, forecast and status of spend) for TPS across multiple areas: Operations, Client Support, and Client Delivery.
• Creates accurate analysis and reporting through attention to detail and in-depth business understanding. Recognizes unexpected variances and investigates the cause by partnering across TPS teams. In-depth knowledge of the numbers and is able to comfortably speak to the data with stakeholders and senior leadership.
• Presents information in a concise, intuitive format focused on key takeaways and actionable recommendations to leadership.
• Works with TPS leadership and Finance support team to create annual financial plan.
• Works with key stakeholders within and outside of TPS (such as Procurement, Finance, external vendors, etc.) to analyze opportunities to improve financial performance of TPS.
• Creates processes as needed to collect key data points related to the above types of analysis.
• Passionately looks for and pursues improvements to data quality, aggregation, analyses, and reporting for monthly, annual, and ad hoc processes. Approaches challenges by embracing new technologies and collaborating with team partners.
• Manages execution of improvement projects by creating clear plans, holding yourself and the team accountable to milestones and deliverables, and providing transparent communication to leadership and stakeholders.
  
  

Vendor & Expense Management

• Create and maintain monthly reporting of vendor level expenses. Analyze and report on variances and expense optimization opportunities.
• Work with Business Owner to assess business justification for their vendor spend
• Partner with Procurement to process vendor renewals
  
  

Required Knowledge & Skills

• Ability to apply operational business practices and coordinate with other closely related areas to improve efficiency.
• Advanced knowledge of Microsoft Suite (Excel, Word, PowerPoint, Power BI and automation tools), with particular emphasis on Excel.
• Understanding of institutional investment industry, including markets, instruments, funds, fund structures, trading, etc., including alternative assets and related operational processes.
• Explains information, conveys performance expectations and handles sensitive issues.
  
  

Qualifications

• 3+ years of industry experience, preferably billing, financial analysis/modeling and project management is ideal
• Attention to detail and ability to multi-task & prioritize work
• Experience with financial analysis, ability to create, support and test financial models. Comfortable with large data sets and integrating data from multiple sources.
• Prior project management skills working across a large organization involving many different functional areas.
• Solid communication skills, written and oral. Ability to communicate across all levels of the organization.
• B.A. or B.S. degree.
  
  

Salary Range

• $66,700 - 113,300 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.
  
  

Working With Us

As a Northern Trust partner, greater achievements await. You will be part of a flexible and collaborative work culture in an organization where financial strength and stability is an asset that emboldens us to explore new ideas.

Movement within the organization is encouraged, senior leaders are accessible, and you can take pride in working for a company committed to assisting the communities we serve! Join a workplace with a greater purpose.

We’d love to learn more about how your interests and experience could be a fit with one of the world’s most admired and sustainable companies! Build your career with us.

Reasonable accommodation

Northern Trust is committed to working with and providing reasonable accommodations to individuals with disabilities. If you need a reasonable accommodation for any part of the employment process, please email our HR Service Center at [e-mail].

We hope you’re excited about the role and the opportunity to work with us. We value an inclusive workplace and understand flexibility means different things to different people.

Talk to us about your flexible working requirements and together we can achieve greater.

For further information, and to apply, please visit our website via the “Apply” button below.

Seniority level

• Seniority level

  Mid-Senior level

Employment type

• Employment type

  Full-time

Job function

• Job function

  Consulting, Information Technology, and Sales

• Industries

  Accounting

Referrals increase your chances of interviewing at ACCA Careers by 2x

Get notified about new Solutions Consultant jobs in Chicago, IL.

Solutions Consultant - Mid Market (US Shift - Remote)

Solutions Consultant 2 (Northern IL or Milwaukie)

Westmont, IL $100,000.00-$110,000.00 1 week ago

Chicago, IL $110,000.00-$160,000.00 2 weeks ago

Chicago, IL $60,000.00-$133,000.00 2 days ago

Advisory Solution Consultant - Enterprise

Chicago, IL $131,925.00-$217,725.00 6 days ago

IT Delivery Consultant (Director) (Remote)

Des Plaines, IL $110,000.00-$180,000.00 9 hours ago

IT Delivery Consultant (Director) (Remote)

Rosemont, IL $110,000.00-$180,000.00 2 days ago

Solutions Consultant - Mid Market (French - Remote)

Capgemini Invent - Management Consultant - Business Technology

Chicago, IL $150,000.00-$170,000.00 2 months ago

Chicago, IL $50,000.00-$250,000.00 1 day ago

Sr. Manager, Solutions Consulting - Comms + MFG

Chicago, IL $180,000.00-$220,000.00 3 hours ago

Greater Chicago Area $140,000.00-$150,000.00 1 month ago

Solutions Consultant, Financial Instruments (US based, Remote)

Chicago, IL $75,000.00-$100,000.00 5 months ago

Greater Chicago Area $112,000.00-$198,000.00 1 week ago

Elk Grove Village, IL $38,900.00-$78,800.00 2 weeks ago

United States $125,000.00-$200,000.00 1 week ago

Senior Manager, Solutions Consulting, Enterprise

Chicago, IL $213,800.00-$237,500.00 2 weeks ago

Chicago, IL $85,000.00-$126,000.00 1 day ago

We’re unlocking community knowledge in a new way. Experts add insights directly into each article, started with the help of AI.