senior analyst, Financial analysis (wealth mgmt.)Northern Trust

About Northern Trust:
Northern Trust, a Fortune 500 company, is a globally recognized, award-winning financial institution that has been in continuous operation since 1889.
Northern Trust is proud to provide innovative financial services and guidance to the world's most successful individuals, families and institutions by remaining true to our enduring principles of service, expertise and integrity. With more than 130 years of financial experience and over 22,000 partners, we serve the world's most sophisticated clients using leading technology and exceptional service.
Working Model:
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.
Role/ Department:
Responsible for conducting and documenting complex financial analysis projects for Wealth Management business unit. Analyzes revenues and expenditures, researches variances, studies trends, compiles financial data, records necessary journal entries, and provides financial reporting.
The key responsibilities of the role include:
Support the Wealth Management business with strategic and analytical insights and reporting.
Responsible for, or assists with, monthly/quarterly/annual reporting process which involves but not limited to business unit financial reporting and analysis, Operating Review reports, New Business reporting, competitive benchmarking, annual planning, forecasting, and other reports, projects and presentations to management focusing on key business factors driving financial performance.
Responsible for, or assists with, the Wealth Management pre-quarter close reports, including the review, coordination and preparation of aged accrued receivables, billed receivables, asset servicing loss and contingency items with Business Units for Wealth Management and Corporate Controllers review and discussion.
Responsible for analyzing the general ledger and recording necessary accrual journal entries or reclass journal entries, monthly.
Responsible for various routine, including revenue, expenses and asset reporting reviews & adjustments, and increasingly complex management reporting duties. Proactively initiate and perform deep dive and root cause analysis to identify potential core issues in managing deliverables of the team.
Technically well-versed in multiple functional areas/scope of the team. Expected to provide training to new hires and conduct regular coaching to junior team members.
Expected to initiate process improvement initiatives and handle management reporting projects, as necessary. Work with various partners and stakeholders on cross-functional processes or projects, providing analytical and procedural expertise.
Coordinate and/or handle the preparation of revenue and expense analytic materials using various financial systems, reports and historical data to help support the decision making process.
Develops strong professional relationships and closely coordinates with Business Unit and Corporate Financial Management personnel. Serve as financial accounting consultant and oversight of finance process controls compliance.
Provide thought leadership in specific subject matters with other finance team members.
Knowledge / Skills:
Strong analytical and problem solving skills required to evaluate financial results
Strong knowledge of and experience in cost accounting and project management skills
Broad financial and accounting knowledge and business acumen acquired through a 4-year degree program and related work experience
Excellent oral and written communication skills required to present relevant information to management
Strong knowledge in Microsoft Office suite, PeopleSoft, HFM, TM1/Cognos, SAP, Clarity PPM and other similar systems used in financial reporting
Experience with business intelligence analytical tools required to interpret data, perform analyses and communicate financial information to various constituents. Knowledge and experience in Power BI reporting is a plus
Detail-oriented, highly flexible and adaptable to change, and proven ability to multi-task, work under pressure and meet tight deadlines.
Ability to work effectively and build relationships in a geographically-blended environment (North America and Manila, primarily)
Experience Required:
CPA is a plus but not required
With 10+ years of solid experience in general accounting, financial planning and analysis, management reporting, project analysis, and other relevant functional area. Functional areas may cover accounting, financial, management & statutory reporting and other accounting and finance-related areas.
Knowledge of the Financial Services Industry is a plus.
Working Hours:
5:00AM - 2:00PM
Mondays - Fridays
Working with Us:
As a Northern Trust partner, greater achievements await. You will be part of a flexible and collaborative work culture in an organization where financial strength and stability is an asset that emboldens us to explore new ideas. Movement within the organization is encouraged, senior leaders are accessible, and you can take pride in working for a company committed to assisting the communities we serve! Join a workplace with a greater purpose.
We'd love to learn more about how your interests and experience could be a fit with one of the world's most admired and sustainable companies! Build your career with us and apply today. #MadeForGreater
Reasonable accommodation
Northern Trust is committed to working with and providing reasonable accommodations to individuals with disabilities. If you need a reasonable accommodation for any part of the employment process, please email our HR Service Center at ********@ntrs.com.
We hope you're excited about the role and the opportunity to work with us.
We value an inclusive workplace and understand flexibility means different things to different people.
Apply today and talk to us about your flexible working requirements and together we can achieve greater.
Additional Information