Northern Trust
Financial Services
Specialist,BusinessManagement-Accounting&FundServices
Neural analysis suggests this role is
optimal for Mid+ candidates.
“Specialist, Business Management-Accounting & Fund Services at Northern Trust. Skills: Financial analysis, Management reporting, Risk management, Governance oversight. Manage workforce planning. Track headcount”
Industry & Context.
Data-driven decisions
What They're Looking For.
Must Have
2+ years financial analysis, Experience with management reporting, Experience with financial data models, Experience identifying trends, Experience identifying variances, Experience identifying key drivers
Nice to Have
CFA charterholder preferred, CPA preferred, FRM preferred, Series 7 preferred, Series 63 preferred, Series 65 preferred, CAIA preferred, CFP preferred, ACCA preferred, ACA preferred
What You'll Do.
Manage workforce planning
Review financial reporting
Consolidate financial reporting
Produce financial reporting
Produce productivity reporting
Forecast dollar savings
Quantify efficiency impact
Support dashboard development
Support dashboard maintenance
Provide business management support
Provide analytics for decision-making
Develop business metrics
Maintain business metrics
Support data-driven decisions
Review consolidated submissions
Prepare reporting for COO reviews
Prepare reporting for weekly updates
Prepare reporting for enterprise requirements
Produce weekly reporting
Produce monthly reporting
Produce quarterly reporting
Produce annual reporting
Publish data to dashboards
Support standardized reporting
Produce post-management reporting
Maintain post-management reporting
Produce requisition status reporting
Maintain requisition status reporting
Coordinate practice leads
Coordinate recruiting
Coordinate operations
Monitor audit findings
Monitor control issues
Ensure timely escalation
Ensure timely remediation
Consolidate operational risk events
Report operational risk events
Consolidate data privacy events
Report data privacy events
Consolidate regulatory breaches
Report regulatory breaches
Consolidate audit issues
Consolidate remediation programs
Report remediation programs
Create content for Risk Committee
Create reporting for Risk Committee
Create content for COO Risk Committee
Create reporting for COO Risk Committee
Track remediation actions
Ensure compliance with enterprise standards
Ensure compliance with regulatory programs
Coordinate operational reviews
Consolidate business reporting
Oversee governance deliverables
Oversee service reviews
Ensure documentation meets enterprise requirements
Refresh documentation
Produce recruiting metrics
Produce attrition reporting
Produce workforce analytics
Coordinate talent engagement activities
Review data submissions for accuracy
Review data submissions for completeness
Produce consolidated reporting
Produce executive-ready materials
Track performance vs. plan
Provide insights to senior leadership
Partner with Practice Leads
Partner with Operations
Partner with India BM teams
Collaborate with Finance
Collaborate with functional partners
How You'll Work.
Team & Collaboration
Cross-functional coordination; Partner with Practice Leads; Partner with Finance; Partner with Operations; Partner with Risk; Partner with India BM teams; Collaborate with Finance; Collaborate with HR; Collaborate with functional partners
Communication Scope
Executive reporting; Management information
Full Job Description
**_About Northern Trust:_** Northern Trust, a Fortune 500 company, is a globally recognized, award-winning financial institution that has been in continuous operation since 1889. Northern Trust is proud to provide innovative financial services and guidance to the world’s most successful individuals, families, and institutions by remaining true to our enduring principles of service, expertise, and integrity. With more than 130 years of financial experience and over 22,000 partners, we serve the world’s most sophisticated clients using leading technology and exceptional service. **Role Purpose** The Business Management (BM) role provides centralized financial, operational, risk, and governance oversight for Accounting & Fund Services. The role focuses on producing executive-level reporting and dashboards, tracking, and managing financial targets and timely delivery of management information to senior leaders and governance forums. This role combines strategic oversight, financial and operational performance monitoring, business planning, regulatory and risk management, and cross-functional coordination to support the business head and leadership team. The Specialist works closely with business leaders and functions to develop and implement strategy, monitor results, and embed strong governance and controls. Success in this role requires a blend of big-picture strategic thinking and hands-on execution to optimize performance, manage risks, and deliver on business objectives. **Key Responsibilities** **Financial & Business Oversight** * Manage workforce planning, including headcount tracking and resource allocation. * Review, consolidate, and produce recurring financial and productivity reporting. * Track and forecast dollar and FTE savings, including surrendered posts and productivity-driven closures. * Lead development and communication of strategic business plans. * Review financial forecasts provided by practice leads and ensure we are managing performance against p
Applying for this Specialist, Business Management-Accounting & Fund Services role?
Most applicants get filtered before a human reads their resume. See if yours makes the cut.
How to Apply on Workday
- Workday has a multi-step form — save your progress after every section.
- "Apply With LinkedIn" can fail or lose data; manual entry is more reliable.
- Watch for the "Submit for Review" final step — hitting "Save" alone does not submit.
- Job requisition numbers are useful when following up with HR by email.
ANONYMOUS · UNFILTERED
What do employees actually say about Northern Trust?
Real rants from real employees. Read before you apply.