Director - Strategic Finance & Analysis (Wealth Management)

ACCA Careers; Chicago (IL); Hybrid; USD 137,000 - 240,000; Full time

Job summary

Northern Trust is seeking a Director, Financial Analysis within Wealth Management Finance to drive analytical excellence and strategic decision support. The role offers exposure to executive leadership, strategic planning, and enterprise decision-making in a hybrid work model.

You will develop business cases, financial models, scorecards, and presentations for senior leaders, collaborating across functions to align initiatives with growth priorities. Authorization to work in the U.S. is required.

Qualifications

• 10+ years in finance, strategy, corporate development, analytics, FP&A, or related fields.
• Strong financial modeling and analytical capabilities.
• Experience developing business cases and evaluating strategic opportunities.
• Ability to work with large datasets and translate analysis into actionable recommendations.
• Advanced Excel and familiarity with Power BI, Tableau, SQL.
• Strong communication, presentation, and influencing skills.
• Ability to lead initiatives and drive outcomes through collaboration and influence.
• Ability to independently manage multiple priorities in a dynamic environment.

Responsibilities

• Lead financial analysis and business case development for strategic initiatives and investments.
• Support acquisition activity through valuation, modeling, due diligence, and executive decision support.
• Partner with business leaders to develop and evaluate strategic initiatives and long-term growth opportunities.
• Support Wealth Management strategic planning with initiative-level modeling and low-range projections.
• Analyze large and complex data sets to identify trends, opportunities, risks, and insights.
• Develop and enhance scorecards, dashboards, performance metrics, and analytical frameworks.
• Prepare executive-ready presentations and recommendations for senior leadership.
• Act as a trusted thought partner on high-priority and often ambiguous business challenges.

Skills

Financial modeling

Analytical capabilities

Business case development

Large dataset analysis

Excel

Power BI

Tableau

SQL

Communication

Leadership

Tools

Power BI

Tableau

SQL

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.

Wealth Management Finance is seeking a highly analytical and motivated professional to join the team as Director, Financial Analysis. This position provides an excellent opportunity to gain broad exposure to executive leadership, strategic planning, corporate development, and enterprise decision-making.

Key Responsibilities

• Lead financial analysis and business case development for strategic initiatives, growth opportunities, partnerships, and other business investments.
• Support potential acquisition activity through valuation analysis, financial modeling, due diligence, and executive decision support.
• Partner with business leaders to develop and evaluate strategic initiatives and long-term growth opportunities.
• Support Wealth Management strategic planning process, including initiative-level modeling and low-range financial projections.
• Analyze large and complex data sets to identify trends, opportunities, risks, and actionable insights.
• Develop and enhance scorecards, dashboards, performance metrics, and analytical frameworks that improve decision-making.
• Prepare executive-ready presentations and recommendations for senior leadership.
• Act as a trusted thought partner on high-priority and often ambiguous business challenges.

This Role Is Ideal For Someone Who

• Thrives in a fast-paced environment with evolving priorities
• Is comfortable working through ambiguity
• Builds strong partnerships across functions and levels of organization
• Can quickly move from problem identification to insight and recommendation
• Wants broad exposure across strategy, corporate development, analytics, and business leadership.

Qualifications

• 10+ years of experience in finance, strategy, corporate development, consulting, analytics, FP&A, or related fields
• Strong financial modeling and analytical capabilities
• Experience developing business cases and evaluating strategic opportunities
• Demonstrated ability to work with large and complex datasets and translate analysis into actionable recommendations
• Advanced Excel skills and familiarity with analytical tools such as Power BI, Tableau, SQL, or similar platforms
• Strong communication, presentation, and influencing skills
• Ability to lead initiatives and drive outcomes through collaboration and influence rather than direct authority
• Ability to independently manage multiple priorities and deliver high-quality work in a dynamic environment

Working Model: 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

$137,400 - 240,400 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.

Work Authorization

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).

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.