Transformation Performance Lead (Finance)

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Chicago (IL)

On-site

USD 137,000 - 234,000

Full time

4 hours ago

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Benefits offered by this job

401k and pension

Health and welfare benefits

Discretionary bonus program

Job summary

Northern Trust in Chicago, IL seeks a Manager of Transformation Performance and Finance to establish the financial, performance-management and benefits-realization disciplines for the Wealth Management transformation portfolio. You will create a single, reliable view of investment, resource utilization, delivery performance, adoption and realized value.

The role reports to the Head of Transformation Enablement, oversees data and financial analysts, and collaborates with Finance, Strategic

Qualifications

8+ years of progressive experience in financial planning and analysis, corporate finance, capital management, portfolio management, transformation performance, management information, consulting or related disciplines.
At least 3 years of people-management or substantial team-leadership experience.
Experience managing capital and expense budgets, forecasts, vendor or consulting spend, accruals, variances and executive financial reporting.
Define KPIs, manage benefits realization and integrate financial, operational and delivery data into decision-oriented reporting.
Strong analytical and data-management capability with advanced spreadsheet skills and BI tools.
Ability to challenge assumptions, reconcile data, explain complex financial information clearly and influence senior stakeholders.
Experience in wealth management, banking, asset servicing, financial services or regulated environments preferred.
Bachelor’s degree in finance, accounting, economics, business, data analytics or related field; MBA/CPA/CFA preferred.

Responsibilities

Design and own the integrated performance-management framework for the transformation portfolio, covering delivery, financial performance, client outcomes, adoption, and benefits realization.
Define KPI dictionaries, calculation methods, baselines, targets, data sources, owners, reporting frequency and escalation thresholds.
Create portfolio dashboards and executive reporting distinguishing activity, outputs, adoption, outcomes and realized benefits.
Establish a disciplined monthly performance review process and surface intervention needs.
Ensure reporting is decision-oriented and traceable to authoritative data.