Specialist - Strategic Finance & Planning

Northern Trust
Chicago
Workplace: HybridFull timeUSD 114,700 - 194,900Function: Finance & AccountingExperience: 10+ yearsEducation: bachelorsSkills: ["Analytical skills","Problem-solving","Communication","Presentation","Interpersonal skills"]

Serve as a primary Finance and Strategic Planning advisor to an Executive Vice President and senior leaders for a major COO organization. Own annual planning, strategic forecasts, and monthly outlooks across operating expenses, capital expenditures, workforce and contractor planning. Manage budgets, analyze results, and deliver executive reporting and dashboards. Partner with leaders on strategic initiatives and technology/workforce decisions using financial modeling and decision-support.

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FursaFursa
Northern Trust
Northern Trust
1 month ago

Specialist - Strategic Finance & Planning

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Job Summary

Serve as a primary Finance and Strategic Planning advisor to an Executive Vice President and senior leaders for a major COO organization. Own annual planning, strategic forecasts, and monthly outlooks across operating expenses, capital expenditures, workforce and contractor planning. Manage budgets, analyze results, and deliver executive reporting and dashboards. Partner with leaders on strategic initiatives and technology/workforce decisions using financial modeling and decision-support.
Location: Chicago
Workplace: Hybrid
Employment Type: Full time
Job Function: Finance & Accounting
Seniority: Mid level

Key Responsibilities

  • •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 to 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 using financial modeling; provide executive-level guidance and recommendations.

Pay and Benefits

Salary: USD 114,700 - 194,900
Perks:401kPensionHealth InsuranceDentalVisionPaid LeaveParental LeaveCaregiver LeaveLife InsuranceDisability

Key Requirements

  • •Bachelor's degree in Finance, Accounting, Economics, Business Administration, or a related field.
  • •10+ years of progressive experience in Financial Planning & Analysis, Corporate Finance, Strategic Finance, or Business Advisory.
  • •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.
  • •Advanced expertise in financial planning, forecasting, budgeting, management reporting, and business case development.
Experience:10+ yearsFinancial planningCorporate financeStrategic financeFinancial modeling
Education:Bachelor's in Finance, Accounting, Economics, Business Administration, or related field
Skills:Analytical skillsProblem-solvingCommunicationPresentationInterpersonal skills
Tech Stack:Microsoft ExcelPowerPoint

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