The Finance Business Unit Analyst will be responsible for reporting, analysis and forecasting investment management fees for the Northern Trust Asset Management (NTAM) business unit. Additionally, this individual will be responsible for leading complex value-added financial analysis projects, building annual sales and revenue plans, and providing financial reporting for the business unit.
• Point of contact and subject matter expert for NTAM investment management fees. Will work very closely with finance partners in locations across the globe to ensure that changes in fees can be clearly articulated and explained to audiences in both Corporate Finance and the business unit.
• 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.
• Develops strong relationships and closely coordinates with business unit on sales/flows and new business reporting.
• Assists with annual budgeting and monthly forecasting processes.
• 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.
-2 or more years of relevant work experience in corporate finance, treasury, accounting or investment management related roles.
- Relevant degrees in Finance or Accounting preferred, though others will be considered.
- Previous experience in financial planning and forecasting is a plus.
• The role requires financial and accounting knowledge and business acumen. Industry knowledge is beneficial.
• Strong analytical skills with the ability to multitask across several different projects at any given time.
• Requires strong oral and written communication skills.
• Must possess the ability to work effectively and build relationships across a matrix structure within a diverse Finance team.
• Highly flexible and adaptable to change.
• Comfortable with business intelligence systems and analytical tools (Cognos, TM1, Hyperion etc.) and expertise in using Excel or similar tools to analyze and forecast complex financial line items.