Financial Analyst

The Analyst will be responsible for ensuring accurate recognition, billing, and reporting of investment management fees for the Northern Trust Asset Management (NTAM) business unit. Additionally, this individual will be responsible for leading cross-functional financial analysis projects, identifying opportunities for process improvements and enhanced controls, and distilling key insights and trends related to product pricing and profitability in order to support executive decision making.

Knowledge/Skills

• Financial and accounting knowledge with business acumen. Industry knowledge is beneficial.
• Competency in interpreting data and deriving meaningful insights & trends.
• Strong analytical, critical thinking and problem solving skills.
• Results and detail oriented with ability to prioritize effectively and multi-task.
• Strong oral and written communication skills. Experience developing management/board presentations is a plus.
• Self-motivated and intellectually curious with the ability to build relationships across diverse teams.

• Knowledgeable in PeopleSoft, HFM, TM1/Cognos, or other similar systems used for financial accounting/reporting.
• Experience with business intelligence analytical tools required to interpret data, perform analyses and communicate financial information to various constituents. Experience with Tableau and/or Power BI tools is a plus.

Responsibilities

• Point of contact and subject matter expert for NTAM investment management fees. The Analyst will work very closely with partners across many functions including Product Management, Middle Office, Client Services, and Sales to ensure that client driven events are properly reflected in financial reporting.
• Participate in the month-end accounting close and reporting processes, preparing analyses of results relative to prior year, prior month, and/or Plan, focusing on key business factors driving financial performance. Research variances to understand drivers of results, and respond to ad-hoc requests from the business unit for analysis and reporting.
• Develop strong relationships and closely coordinates with business unit on new business reporting and client billing.
• Manages projects, including planning, organizing, and directing activities towards project goal completion, including ongoing enhancements to management reporting in order to provide key insights to the business unit.

Experience

2+ years of relevant work experience in corporate finance, accounting, audit or related roles. Relevant degrees in Finance or Accounting preferred, though others will be considered.

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