Senior Financial Analyst - Enterprise Financial Planning

ACCA Careers; Chicago (IL); Hybrid; USD 83,000 - 141,000; Full time

Job summary

Northern Trust is seeking a Senior Financial Analyst to support enterprise planning, scenario management, and regulatory forecasting within the MRP&A/ SP&A framework. The role collaborates with Reporting, Strategy, Data Center, and Control teams to own complex processes and provide insights to senior stakeholders across planning cycles.

The position emphasizes governance, model ownership in Anaplan, and cross-functional execution.

Qualifications

• 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.

Responsibilities

• 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 inputs.
• 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 views.
• 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 guidance.
• 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 elevate as appropriate.
• 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.

Skills

FP&A experience

Advanced Excel

Power BI

Analytical skills

Anaplan experience

Communication

Education

Bachelor’s degree in Finance, Accounting, Economics

Tools

Anaplan

Power BI

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.

The Senior Financial Analyst, Enterprise Financial Planning will play a critical role within the newly integrated MRP&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 inputs

CCAR & 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 views

Anaplan & 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 guidance

Cross‑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 elevate as appropriate

Governance, 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 ()
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.

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)

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.

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.

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