Director - Strategic Finance & Analysis (Wealth Management)

Northern Trust
Chicago
Workplace: HybridFull timeUSD 137,400 - 240,400 annuallyFunction: Finance & AccountingExperience: 10+ yearsSkills: ["Strong ownership","Sound judgement","Intellectually curious","Ability to work through ambiguity","Collaboration"]

Lead financial analysis and business case development for strategic initiatives, growth opportunities, partnerships, and investments within Wealth Management Finance. Support valuation, financial modeling, and due diligence for potential acquisition activity and help evaluate long-term growth opportunities with business leaders. Own initiative-level modeling for strategic planning, analyze large datasets to surface trends and insights, and create executive-ready scorecards, dashboards, and recommendations for senior leadership.

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FursaFursa
Northern Trust
Northern Trust
1 month ago

Director - Strategic Finance & Analysis (Wealth Management)

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Last checked: 3 hours agoStatus: Live

Job Summary

Lead financial analysis and business case development for strategic initiatives, growth opportunities, partnerships, and investments within Wealth Management Finance. Support valuation, financial modeling, and due diligence for potential acquisition activity and help evaluate long-term growth opportunities with business leaders. Own initiative-level modeling for strategic planning, analyze large datasets to surface trends and insights, and create executive-ready scorecards, dashboards, and recommendations for senior leadership.
Location: Chicago
Workplace: Hybrid
Employment Type: Full time
Job Function: Finance & Accounting
Seniority: Director level

Key Responsibilities

  • •Lead financial analysis and develop business cases for strategic initiatives, growth opportunities, partnerships, and investments.
  • •Support potential acquisition activity through valuation analysis, financial modeling, due diligence, and executive decision support.
  • •Partner with business leaders to develop and evaluate strategic initiatives and long-term growth opportunities.
  • •Support Wealth Management strategic planning, including initiative-level modeling and low-range financial projections.
  • •Analyze large and complex data sets to identify trends, risks, and actionable insights; build scorecards/dashboards and present recommendations to senior leadership.

Pay and Benefits

Salary: USD 137,400 - 240,400 annually
Perks:401kPensionHealth InsuranceDentalVisionPaid LeaveParental LeaveLife InsuranceDisability InsuranceSpending Accounts

Key Requirements

  • •10+ years of experience in finance, strategy, corporate development, consulting, analytics, FP&A, or related fields.
  • •Strong financial modeling and analytical capabilities.
  • •Experience developing business cases and evaluating strategic opportunities.
  • •Ability to work with large and complex datasets and translate analysis into actionable recommendations.
  • •Advanced Excel skills and familiarity with Power BI, Tableau, SQL (or similar) plus strong communication and presentation skills.
Experience:10+ years
Skills:Strong ownershipSound judgementIntellectually curiousAbility to work through ambiguityCollaboration
Tech Stack:ExcelPower BITableauSQL

Eligibility

Visa:H-1BL-1TNO-1E-3H-1B1F-1J-1OPTCPT
Work Authorization:Authorization required. Sponsorship not provided.

Company Brief

Northern Trust
Global financial services firm providing wealth management, asset servicing, asset management, and banking solutions to institutions, corporations, and affluent individuals, with a focus on custody, investment management, and technology-driven services.
Industry: Asset Management
Company Size: Enterprise (1,001+ employees)
Revenue: USD 1B+
Growth: Public Company
Valuation: Public Company (Market Cap in USD)
Funding: IPO / Publicly Listed
Headquarters: Chicago, United States
Founded: 1889
Glassdoor
Glassdoor: 3.9
WebsiteLinkedIn