About this role
Senior Financial Analyst, Enterprise Financial Planning within Northern Trust's integrated MRP&A organization. This role supports enterprise-wide financial planning, scenario management, CCAR coordination, and planning system governance while partnering with Reporting, Strategy, Data Center, and Control teams. The successful candidate will independently own complex processes and provide insights across multiple planning cycles.
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. 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. Cross-functional partnership: partner with Executive Management Reporting, Strategic Planning, and Data Center teams to align 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. Governance, Documentation & Process Improvement: assist in developing process documentation, calendars, and control artifacts; strengthen governance, handoffs, and ownership across integrated MRP&A / SP&A workflows; contribute to continuous improvement initiatives focused on scalability, automation, and risk reduction.
Bachelor's degree in Finance, Accounting, Economics, or related field; 7+ years of experience in FP&A, management reporting, strategic planning, or 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. 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.
Anaplan experience (preferred). Power BI or similar analytics experience (a plus).
Salary range: $83,100 - $141,300 USD per year. Comprehensive benefits package including 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, and other voluntary and well-being benefits. Discretionary bonus program that may include an equity component. Hybrid work model with time spent between the office in Chicago and remote work.