Specialist - Strategic Finance & Planning
About Northern Trust
Northern Trust is a global leader in innovative wealth management, asset servicing, asset management, and banking services. Founded in 1889, the company is known for its commitment to integrity and excellence, guiding the world’s most successful individuals, families, corporations, and institutions.
Major Duties
Lead annual planning, strategic planning, forecasts, and monthly outlooks for the COO organization, including operating expenses, capital expenditures, workforce planning, contractor management, and investment initiatives.
Manage workforce planning, organizational analysis, and resource allocation through headcount forecasting, productivity analysis, and capacity planning.
Oversee operating and capital budgets, analyze financial results, identify risks and opportunities, and recommend actions to improve performance and efficiency.
Develop executive reporting, dashboards, presentations, and business reviews that communicate financial performance, workforce metrics, forecasts, and strategic priorities.
Partner with senior leaders to evaluate strategic initiatives, technology investments, workforce strategies, and operating model changes through financial modeling.
Provide financial guidance and strategic recommendations to executive leadership on business performance, workforce strategy, investment decisions, emerging trends, risks, and opportunities.
Drive collaboration across Finance, Human Resources, Technology, Operations, and Business leadership to align financial plans, workforce strategies, and business priorities.
Serve as a trusted advisor to Executive Vice Presidents and senior leaders by delivering actionable insights, influencing decision-making, and communicating complex business issues with clarity and impact.
Knowledge
Advanced expertise in Financial Planning & Analysis, strategic finance, forecasting, budgeting, management reporting, and business case development.
Strong understanding of workforce planning, organizational finance, expense management, and strategic decision support.
Exceptional analytical, financial modeling, and problem-solving skills with the ability to translate complex information into executive-level recommendations.
Exceptional communication, presentation, and interpersonal skills, including the ability to influence senior leaders and present complex financial and strategic concepts effectively.
Advanced proficiency in Microsoft Excel, PowerPoint, and financial planning tools.
Experience
Bachelor's degree in Finance, Accounting, Economics, Business Administration, or related field required.
10+ years of progressive experience in Financial Planning & Analysis, Corporate Finance, Strategic Finance, or Business Advisory functions.
Demonstrated success leading planning, forecasting, workforce strategy, and executive decision-support activities.
Proven ability to influence business outcomes and partner effectively with senior leaders to drive financial performance and strategic initiatives.
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
$114,700 - 194,900 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 with 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.