Senior Financial Analyst - Enterprise Financial Planning

Senior Financial Analyst, Enterprise Financial Planning This role supports enterprise-wide financial planning, scenario management, CCAR coordination, and planning system governance within the newly integrated M&A organization. The Senior Financial Analyst will independently own complex processes and support senior stakeholders across multiple planning cycles. Responsibilities 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. Partner with strategy, reporting, and control teams to ensure consistency across regulatory and management views. 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. Partner closely with Executive Management Reporting, Strategic Planning, and Data Center teams to ensure alignment across 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 elevate as appropriate. Support development and maintenance of process documentation, calendars, and control artifacts. Assist in strengthening governance, handoffs, and ownership across integrated MRP&A / SP&A workflows. Contribute to continuous improvement initiatives focused on scalability, automation, and risk reduction. Qualifications & Experience Bachelor’s degree in Finance, Accounting, Economics, or a related field. 7+ years of experience in FP&A, management reporting, strategic planning, or a 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. Key Attributes for Success 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. Working Model Hybrid (in office and from home). Applicants must be authorized to work in the U.S. without the need for employment-based visa sponsorship now or in the future. Northern Trust will not sponsor applicants for U.S. work visa status for this opportunity (no sponsorship is available for H‑1B, L‑1, TN, O‑1, E‑3, H‑1B1, F‑1, J‑1, OPT, CPT or any other employment-based visa). Compensation Salary Range: $83,100 – 141,300 USD (good faith estimate of base pay). Benefits 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. Northern Trust also offers a discretionary bonus program that may include an equity component. EEO Statements United States: It is the policy of The Northern Trust Company to afford equal opportunity in all phases of employment without regard to an individual's age, race, color, religion, creed, gender, national origin, citizenship status, marital status, pregnancy, sexual orientation, gender identity, gender expression, genetic tests and information, physical or mental disability, protected veteran status or any other legally protected status. All employment decisions will be made in a non-discriminatory manner in accordance with our obligations under the law and codes of practice. Canada: Northern Trust is an Equal Opportunity Employer. Hiring and other employment decisions at Northern Trust are made without regard to race, colour, religion, sex, ancestry, national origin, ethnic origin, age, disability, citizenship, veteran status, sexual orientation, record of offences, marital status, family status, or any other characteristic protected by federal, provincial, or local law, regulation, or ordinance. EMEA: The Northern Trust Company is committed to providing equal employment opportunities to all employees and applicants. Northern Trust does not discriminate on the basis of race, colour, religion or belief, nationality, ethnic or national origin, sex, marital status, sexual orientation, disability or age. All employment decisions will be made in a non-discriminatory manner in accordance with our obligations under the law and codes of practice. #J-18808-Ljbffr 001 The Northern Trust Company