Senior Financial Analyst - Enterprise Financial Planning

About the role

The Senior Financial Analyst, Enterprise Financial Planning will support enterprise-wide financial planning, scenario management, CCAR coordination, and planning system governance. This role partners closely with Reporting, Strategy, Data Center, and Control teams, supporting senior stakeholders across multiple planning cycles.

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 escalate as appropriate

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

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.

Salary Range

$83,100 - 141,300 USD

Benefits

• 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
• Other voluntary and well-being benefits
• Discretionary bonus program that may include an equity component

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 MyHRHelp@ntrs.com, or alternatively you can discuss your individual requirements with the recruiter you are working with.