Senior Financial Analyst - Enterprise Financial Planning

Northern Trust Corp; Chicago (IL); Hybrid; USD 83,100 - 141,300; Full time

Benefits offered by this job

401k and pension

Health and welfare benefits

Paid time off

Parental and caregiver leave

Life & accident insurance

Job summary

Northern Trust Corp in Chicago is looking for a Senior Financial Analyst to support enterprise-wide financial planning and play a critical role in the newly integrated MRP&A and SP&A organization. The role requires strong analytical skills and the ability to partner with various stakeholders to ensure success in financial planning tasks.

This role offers a hybrid work model and aims to foster ownership and continuous improvement in financial processes.

The candidate should have 7+ years of experience along with proficiency in Anaplan and Excel, making it a great opportunity for seasoned professionals.

Qualifications

• 7+ years of experience in FP&A, management reporting, strategic planning, or a related finance role.
• Experience supporting enterprise planning, forecasting, or regulatory processes strongly preferred.
• Proven ability to manage multiple priorities and operate independently with limited oversight.

Responsibilities

• Support enterprise profit plan, strategic financial plan, forecast, and scenario development processes.
• Coordinate planning inputs and timelines related to CCAR and regulatory forecasting activities.
• Partner closely with Executive Management Reporting, Strategic Planning, and Data Center teams.

Skills

Analytical skills

Advanced Excel

Communication

Proactive mindset

Education

Bachelor's degree in Finance, Accounting, Economics, or related field

Tools

Anaplan

Power BI

Job description

## Senior Financial Analyst - Enterprise Financial PlanningApplyremote type: Hybridlocations: Chicago, ILtime type: Full timeposted on: Posted Todayjob requisition id: R155000**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. The Senior Financial Analyst, Enterprise Financial Planning will play a critical role within the newly integrated MRP&A and SP&A organization. This position supports enterprise‐wide financial planning, scenario management, CCAR coordination, and planning system governance, partnering closely with Reporting, Strategy, Data Center, and Control teams. The role is designed for an experienced analyst capable of independently owning complex processes, exercising judgment, and supporting senior stakeholders across multiple planning cycles.### Enterprise Planning & Scenario Management* Support enterprise profit plan, strategic financial plan (SFP), forecast, and scenario development processes* Assist with ownership and governance of enterprise assumptions, sensitivities, and scenario drivers* Partner with stakeholders to translate strategic initiatives into financial impacts and planning inputsCCAR & Regulatory Planning Support* Coordinate planning inputs and timelines related to CCAR and regulatory forecasting activities* Support documentation, controls, and governance associated with CCAR planning processes* Partner with strategy, reporting, and control teams to ensure consistency across regulatory and management viewsAnaplan & Planning System Ownership* Serve as a key lead for enterprise planning models in Anaplan* Support model enhancements, testing, data validation, and coordination with Finance IT and Data Center teams* Help establish and maintain standardized planning workflows, controls, and user guidanceCross‐Functional Partnership & Execution* Partner closely with Executive Management Reporting, Strategic Planning, and Data Center teams to ensure alignment across planning and reporting cycles* Support ad hoc analysis and executive requests related to enterprise financial performance and outlook* Proactively identify risks, gaps, or improvement opportunities within planning processes and escalate as appropriateGovernance, Documentation & Process Improvement* Support development and maintenance of process documentation, calendars, and control artifacts* Assist in strengthening governance, handoffs, and ownership across integrated MRP&A / SP&A workflows* Contribute to continuous improvement initiatives focused on scalability, automation, and risk reduction**Qualifications & Experience*** Bachelor’s degree in Finance, Accounting, Economics, or a related field* 7+ years of experience in FP&A, management reporting, strategic planning, or a related finance role* Experience supporting enterprise planning, forecasting, or regulatory processes strongly preferred* Familiarity with planning systems (Anaplan experience preferred)* Strong analytical skills with the ability to interpret complex data and communicate insights clearly* Proven ability to manage multiple priorities and operate independently with limited oversight* Advanced Excel skills; Power BI or similar analytics experience a plus### Key Attributes for Success* Comfortable operating in a dynamic, matrixed environment* Strong judgment and attention to detail, particularly in governance‐driven processes* Effective communicator with the ability to partner across teams and levels* Proactive mindset with a focus on ownership, accountability, and continuous improvement**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.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:$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.*