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 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 escalate 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
- 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 USDSalary 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 [email protected], or alternatively you can discuss your individual requirements with the recruiter you are working with.
Skills Required
- 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 (e.g., CCAR)
- Familiarity with planning systems
- Anaplan experience
- Advanced Excel skills
- Power BI or similar analytics experience
- Strong analytical skills and ability to interpret complex data and communicate insights clearly
- Proven ability to manage multiple priorities and operate independently with limited oversight
- Authorized to work in the U.S. without employment-based visa sponsorship
Northern Trust Compensation & Benefits Highlights
The following summarizes recurring compensation and benefits themes identified from responses generated by popular LLMs to common candidate questions about Northern Trust and has not been reviewed or approved by Northern Trust.
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Retirement Support — Retirement offerings are positioned as a standout, with a 401(k) plus an additional employer-funded pension described as a differentiator. This combination is repeatedly framed as a meaningful offset within total rewards, especially for long-term financial security.
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Leave & Time Off Breadth — Time-off benefits are depicted as generous, spanning paid time off, holidays, and dedicated paid volunteer time. The breadth of leave options is highlighted as a consistent strength that supports work-life balance.
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Healthcare Strength — Health coverage is characterized as comprehensive, typically including medical, dental, vision, and mental-health support through an assistance program. The offering is portrayed as robust and family-supportive, with multiple plan options in some descriptions.
Northern Trust Insights
What We Do
As a global leader in innovative wealth management, asset servicing and investment solutions, Northern Trust (Nasdaq: NTRS) is proud to guide the world’s most successful individuals, families and institutions by remaining true to our enduring principles of service, expertise and integrity. A globally recognized Fortune 500 Company in continuous operation since 1889, we’ve built a legacy of empowering clients to reach their goals with confidence. Since our roots as a trust bank, we’ve grown to a global presence with more than 24,000 employees in more than 20 countries and across six core business units: Wealth Management Asset Management Asset Servicing Technology Corporate Functions Enterprise Operations Join a Team That’s Achieving Greater At Northern Trust, we refer to our employees as partners – with good reason. We understand that relationships are the key to our success. Here you’ll join a diverse and inclusive team of innovators with the drive to challenge the way things have always been done. Instead of choosing between a dynamic career and work-life balance, enjoy working with a team that supports your goals in the office and at home. We’ll help you get where you want to go without sacrificing what matters most to you. Delivering value and adhering to our enduring principles What are enduring principles? Since our founding, they have guided our strategy and success. Thanks to the dedication of our partners, Northern Trust continues to thrive by adhering to three enduring principles: service, expertise and integrity . What does this mean? Service Northern Trust has a relentless drive to provide exceptional service to our clients, our partners and our communities. We set new standards and go above and beyond in our commitment to delivering greater results. Expertise Expertise is at the core of who we are. We focus sharply on what we do well. From expanding our capabilities, to hiring talented professionals to developing innovative solutions, our expertise is why we continue to be a trusted advisor for generations of families and institutions. Integrity Operating with uncompromising ethics is central to Northern Trust’s heritage. As a result, our clients, partners and communities know they can rely on us. For more than 130 years, our integrity has been our guide – and that will never change.
Why Work With Us
At Northern Trust, we go further because we go together. We embrace flexibility, encourage balance, and prioritize inclusion at all levels, working together to keep you connected. We are committed to our employees—all 24,000 of them. Whether this is a first step or a bold new leap in your career, we’re here to help you move forward.
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