Specialist – Strategic Finance & Planning

Northern Trust

Finance and Strategic Planning advisor to the Executive Vice President. Providing financial insight and recommendations to drive business performance at Northern Trust.

Posted 7/25/2026full-timeChicago • Illinois • 🇺🇸 United StatesSeniorLead💰 $114,700 - $194,900 per yearWebsite

Core Competencies

Role fit

Core Competencies

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Demonstrates advanced expertise in Financial Planning & Analysis, strategic finance, and forecasting, with a strong focus on organizational finance and resource allocation. Proven ability to provide strategic recommendations and financial guidance to executive leadership while driving collaboration across multiple business functions.

Highest-signal resume keywords

Financial Planning & AnalysisStrategic FinanceBudgetingFinancial ModelingWorkforce Planning

ATS Keywords

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Applicant Tracking System Keywords

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Hard Skills

Financial PlanningForecastingManagement ReportingBusiness Case DevelopmentExpense Management

Soft Skills

Analytical SkillsProblem-Solving Skills

Tools & Technologies

Microsoft ExcelMicrosoft PowerPointFinancial Planning Tools

Industry Keywords

Corporate FinanceBusiness AdvisoryOrganizational AnalysisResource AllocationStrategic Decision Support

About the role

Key responsibilities & impact

Lead annual planning, strategic planning, forecasts, and monthly outlooks for the COO organization
Manage workforce planning, organizational analysis, and resource allocation
Oversee operating and capital budgets, analyze financial results, identify risks and opportunities
Develop executive reporting, dashboards, presentations, and business reviews
Partner with senior leaders to evaluate strategic initiatives
Provide financial guidance and strategic recommendations to executive leadership
Drive collaboration across Finance, Human Resources, Technology, Operations, and Business leadership
Serve as a trusted advisor to Executive Vice Presidents and senior leaders

Requirements

What you’ll need

Bachelor's degree in Finance, Accounting, Economics, Business Administration, or related field required
10+ years of progressive experience in Financial Planning & Analysis, Corporate Finance, Strategic Finance, or Business Advisory functions
Advanced expertise in Financial Planning & Analysis, strategic finance, forecasting, budgeting, management reporting, and business case development
Strong understanding of workforce planning, organizational finance, expense management, and strategic decision support
Exceptional analytical, financial modeling, and problem-solving skills
Advanced proficiency in Microsoft Excel, PowerPoint, and financial planning tools

Benefits

Comp & perks

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
other voluntary and well-being benefits
discretionary bonus program with possible equity component