Total 10 financial planner job vacancies in The Philippines

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. The key responsibilities of the role include:Assist in the monthly/quarterly/annual reporting process, preparing analyses and reports of results relative to prior year, prior month, and/or Plan focusing on key business factors driving financial performance.Assist in the analysis for and production of monthly/quarterly/annual presentation of results to the Board of Directors.Assist in the annual Planning process, compiling information, analysis, and preparing reports.Assist in the monthly/quarterly forecast process.Actively participate in special projects and ad hoc requests to support the Corporate Controller and group manager. Skills/Qualifications: The successful candidate would benefit from having: 4 - 6 years of related experience in project analysis and management reporting, planning, and analysisKnowledge of accounting, reporting and financial analysis usually acquired through a 4-year degree program or related work experience is required.Analytical and problem solving skills required to evaluate financial results.Effective written and verbal communication skills are necessary to present relevant information to group senior manager.Strong personal computer skills (Excel, Word and PowerPoint) are required to perform analyses and communicate financial information to various constituents. Working with Us: As a Northern Trust partner, greater achievements await. You will be part of a flexible and collaborative work culture in an organization where financial strength and stability is an asset that emboldens us to explore new ideas. Movement within the organization is encouraged, senior leaders are accessible, and you can take pride in working for a company committed to assisting the communities we serve! Join a workplace with a greater purpose. We’d love to learn more about how your interests and experience could be a fit with one of the world’s most admired and sustainable companies! Build your career with us and apply today. Reasonable accommodation Northern Trust is committed to working with and providing reasonable accommodations to individuals with disabilities. If you need a reasonable accommodation for any part of the employment process, please email our HR Service Center at MyHRHelp@ntrs.com. We hope you’re excited about the role and the opportunity to work with us. We value an inclusive workplace and understand flexibility means different things to different people. Apply today and talk to us about your flexible working requirements and together we can achieve greater. For further information, and to apply, please visit our website via the “Apply” button below.

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: The Financial Analyst for Global Technology Services (GTS) team will support the business unit with various level of periodic reporting and analysis including, but not limited to, expense analysis, forecasting, variance analysis, invoices submission, monthly close processes, and other ad hoc tasks. The financial analyst will work closely and frequently with partners based both in Manila and other locations, particularly in India, Colorado and Chicago, to ensure the financial goals of the business unit and of Northern Trust are met. The key responsibilities of the role include:Perform monthly/quarterly reporting processes which involve, but not limited to, forecasting, P&L variance analysis, and preparation of various reports and presentations to the management focusing on key business factors driving financial performance, as well as supplement reports needed by business partners.Assist in annual planning which includes, but not limited to, supporting the business unit for the preparation, timeliness and integrity of the annual budget and proactively providing sound and valuable recommendations to stakeholders that would impact key business decisionsAssist in the submission of Technical Services invoices as requested by business partners, processing of cost chargebacks, and assist in the month-end close process including, but not limited to, reclassifications and adjustment entries.Develop strong relationships and closely coordinate with both partners in Manila and other locations in carrying the identified responsibilities.Work closely with the Team Leader and the Manager in identifying process improvements to enhance the productivity and efficiency of the team and in developing financial/business metrics that are vital to stakeholders' decision-making.Actively participate in other special projects and ad hoc requirements. Skills/Qualifications: The successful candidate would benefit from having:CPA a plus but not required. 3-6 years of relevant experience in Financial Planning and Analysis, Treasury, Project Analysis, and other relevant functional areas which may cover Accounting, Financial, Management & Statutory Reporting and other Accounting and Finance-related areas. Industry knowledge is beneficialStrong analytical and problem-solving skills with the ability to multitask across several different projects at a given timeRelevant experience in Financial and Accounting processes is preferredEffective written and verbal communication skills to present relevant information to the Senior Management group and to various stakeholdersPossess ability to work effectively and build relationships across a matrix structure and with a diverse management teamProficiency with Office 365 applications, including Excel, PowerPoint, Access, OneDrive, and Teams, to efficiently perform analyses and communicate financial information to various stakeholdersKnowledgeable in PeopleSoft, HFM, TM1/Cognos, and other similar systems used in financial reporting, planning and analysis is a plus.Experience with business intelligence analytical tools required to interpret data, perform analyses and communicate financial information to various constituents. Knowledge and experience in Power BI reporting is a plusFlexible and a team player Working Hours: 5AM - 2PM, Mondays - Fridays Working with Us: As a Northern Trust partner, greater achievements await. You will be part of a flexible and collaborative work culture in an organization where financial strength and stability is an asset that emboldens us to explore new ideas. Movement within the organization is encouraged, senior leaders are accessible, and you can take pride in working for a company committed to assisting the communities we serve! Join a workplace with a greater purpose. We’d love to learn more about how your interests and experience could be a fit with one of the world’s most admired and sustainable companies! Build your career with us and apply today. Reasonable accommodation Northern Trust is committed to working with and providing reasonable accommodations to individuals with disabilities. If you need a reasonable accommodation for any part of the employment process, please email our HR Service Center at MyHRHelp@ntrs.com. We hope you’re excited about the role and the opportunity to work with us. We value an inclusive workplace and understand flexibility means different things to different people. Apply today and talk to us about your flexible working requirements and together we can achieve greater. For further information, and to apply, please visit our website via the “Apply” button below.

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. Hybrid We have a balanced hybrid working model to ensure you get the flexibility you need and the successful candidate will spend their time between working in the office and working from home. Department: The Client Reporting Team produces a range of reports that cater to diverse client needs. Comprising several sub teams specializing in different reporting types and services, the team collectively handles everything from in-depth performance analyses for board meetings to client-specific and non-financial reports. The team’s expertise ensures that all reports are timely, accurate, and tailored to facilitate informed decision-making for our clients and their stakeholders. Role Summary: The Senior Analyst at Client Reporting is responsible for ensuring timely and accurate various client reports, escalating critical issues, and supervising the day-to-day work of analysts. The ideal candidate will be a proactive communicator, adept at handling internal teams and counterparts, and committed to maintaining the highest standards of accuracy and timeliness in all reports for both preparation and review. The Senior Analyst has general key responsibilities applicable to all teams within Client Reporting. Specific key responsibilities for each team will be noted below. Key Responsibilities: Answer queries from various internal teams and stakeholders such as, but not limited to Relationship Managers, Client Service Delivery Managers, Project Managers and Operational Teams pertaining to assigned reportsEscalate all critical issues to management in a timely manner.Ensure reports are completed accurately and on time.Ensure core procedures and checklists are utilized by partners.Carry out complex tasks and deliver reports with minimal supervision.Review reports and maintain 'Error logs' and 'Issue logs' to ensure all reports are updated accurately and timely.Ensure that Timeliness and Accuracy KPI goals are met by the team.Provide feedback and best practices during the team's RCA (Root Cause Analysis) Discussion every month.Act as an SME who trains, supports, guides, and ensures the team completes all work allocations accurately and timely.Handle operational activities and supervise the day-to-day work of analysts.Manage upper management, stakeholders, relationship managers, and client service delivery managersfor any urgent requests. Board Reporting Team Key Responsibilities Prepare and conduct the initial review of board reports which outlines the comprehensive reports on the fund administration and depositary performance to be utilized by Relationship Managers and/or Client Service Delivery Managers for presentations in board meetings.Responsible for obtaining data used in the reports such as generating Fund Accounting data from GIO or sending data requests to Fund Accounting and Transfer Agency Operational teams. Corporate Secretarial Team Key Responsibilities Prepare and review board report packs, pre and post board meeting documents, and other key information reports to the Board of Directors which are essential to their overall fund oversight responsibilities. This also includes submitting notices and filings to the relevant stock exchanges to comply with the requirements of different regulatory authorities. Client Service Delivery Group Key Responsibilities Prepare client metrics, non-financial reports, and presentations tailored to specific client needs used by Relationship Managers and/or Client Service Delivery Managers for client meetings, service reviews, and general client requests.Generate ad-hoc client-specific and team reports as required. Management Information Statistics Team Key Responsibilities Prepare and review client presentations (Service Packs) from raw data to be utilized by Relationship Managers and/or Client Service Delivery Managers in service review calls. Service Packs include Key Performance Indicators for fund activity and Northern Trust Administration service, Custody performance related data, and Fund Accounting and Transfer Agency specific information.Generate ad-hoc client-specific and team reports as required. New Business Team Key Responsibilities Process requests, answer queries, and maintain and prepare reports daily for new opportunities and liquidations which are received from Relationship Managers, Client Service Delivery Managers, and/or Sales to assist management in scheduling business for the operations business departments.Handle email communications, send out necessary emails, monitor responses, and ensure that all Project Managers have provided their updates and confirmed their inputs for accuracy and completeness which are then reflected on the schedule. Skills/Qualifications: The successful candidate would benefit from having: A College or University degree with at least 2 years of relevant experience in financial services industryUnderstanding of Financial Markets and relevant instrument types.Experience working in Financial Services is essential.Flexibility to work in shifts and/or on a rotational basis.Excellent oral and written communication skills are required. Working with Us: As a Northern Trust partner, greater achievements await. You will be part of a flexible and collaborative work culture in an organization where financial strength and stability is an asset that emboldens us to explore new ideas. Movement within the organization is encouraged, senior leaders are accessible, and you can take pride in working for a company committed to assisting the communities we serve! Join a workplace with a greater purpose. We’d love to learn more about how your interests and experience could be a fit with one of the world’s most admired and sustainable companies! Build your career with us. Reasonable accommodation Northern Trust is committed to working with and providing reasonable accommodations to individuals with disabilities. If you need a reasonable accommodation for any part of the employment process, please email our HR Service Center at MyHRHelp@ntrs.com. We hope you’re excited about the role and the opportunity to work with us. We value an inclusive workplace and understand flexibility means different things to different people. Talk to us about your flexible working requirements and together we can achieve greater. For further information, and to apply, please visit our website via the “Apply” button below.

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. Hybrid  We have a balanced hybrid working model to ensure you get the flexibility you need, and the successful candidate will spend their time between working in the office and working from home.  The key responsibilities of the role include:  Under general direction the financial analyst may participate in monthly/quarterly reporting process, annual planning process, monthly/quarterly forecast process and various ad hoc requests to be determined by the Controller and group senior management. Assist in the monthly/quarterly/annual reporting process, preparing analyses and reports of results relative to prior year, prior month, and/or Plan focusing on key business factors driving financial performance. Assist in the analysis for and production of monthly/quarterly/annual presentation of results to the Board of Directors. Assist in the annual Planning process, compiling information, analysis, and preparing reports. Assist in the monthly/quarterly forecast process. Actively participate in special projects and ad hoc requests to support the Corporate Controller and group manager. Skills / Qualifications:  4 - 6 years of related experience in project analysis and management reporting, planning, and analysis. Analytical and problem solving skills required to evaluate financial results. Effective written and verbal communication skills are necessary to present relevant information to group senior manager. Strong personal computer skills (Excel, Word and PowerPoint) are required to perform analyses and communicate financial information to various constituents. Knowledge of accounting, reporting and financial analysis usually acquired through a 4-year degree program or related work experience is required. Work Schedule/Location:  5:00AM - 2:00PM Mondays - Fridays BGC, Taguig City, Philippines Working with Us:

As a Northern Trust partner, greater achievements await. You will be part of a flexible and collaborative work culture in an organization where financial strength and stability is an asset that emboldens us to explore new ideas. Movement within the organization is encouraged, senior leaders are accessible, and you can take pride in working for a company committed to assisting the communities we serve! Join a workplace with a greater purpose.

We’d love to learn more about how your interests and experience could be a fit with one of the world’s most admired and sustainable companies! Build your career with us and apply today.

Reasonable accommodation

Northern Trust is committed to working with and providing reasonable accommodations to individuals with disabilities. If you need a reasonable accommodation for any part of the employment process, please email our HR Service Center at MyHRHelp@ntrs.com.

We hope you’re excited about the role and the opportunity to work with us.

We value an inclusive workplace and understand flexibility means different things to different people.

Apply today and talk to us about your flexible working requirements and together we can achieve greater.

For further information, and to apply, please visit our website via the “Apply” button below. 

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. Hybrid We have a balanced hybrid working model to ensure you get the flexibility you need and the successful candidate will spend their time between working in the office and working from home. Role: Under general supervision (but works independently most of the time) responsible for handling and coordinating work for the Financial Reporting group within the Asset Servicing group. AS is a team of global service financial professionals that has operational capabilities in all locations. AS encompasses Valuation Reporting and Unitized Valuation and Reporting Service and is comprised of partners who support Northern Trust business in conjunction with our global network of operational partners. The key responsibilities of the role include: Ensures that the team/divisions goals for accuracy and timeliness are maintained Plans and manages the team workflow to accomplish critical tasks on time Ensures that new procedures are effectively communicated and training is administered where needed Manages volumes of tasks to meet client deadlines Escalates relevant and critical issues to management and all pertinent partners in a timely and efficient manner Carries out complex activities with significant financial, client, and/or internal business impact May have direct interaction with clients, external auditors of clients and/or Senior Management Able to serve as a key subject matter expert and mentor to other more junior level employees May manage daily operational activities and supervise day-to-day work of junior level employees (but not a formal management role), including daily interaction with home country counterparts More technically sound in area of expertise and has broader knowledge of other areas Delivers a work product that requires less revision Able to facilitate discussions and reach decisions in consultation with senior members of the team Working Hours 11AM to 8PM Skills/Qualifications: The successful candidate would benefit from having: At least 4 years overall experience in financial statement preparation or financial reporting in an Audit Firm, or financial institution; Bachelor's degree in Accounting or Finance Certified Public Accountant (CPA) is highly desirable Background in accounting/regulatory/statutory reporting will be preferred Working with Us: As a Northern Trust partner, greater achievements await. You will be part of a flexible and collaborative work culture in an organization where financial strength and stability is an asset that emboldens us to explore new ideas. Movement within the organization is encouraged, senior leaders are accessible, and you can take pride in working for a company committed to assisting the communities we serve! Join a workplace with a greater purpose. We’d love to learn more about how your interests and experience could be a fit with one of the world’s most admired and sustainable companies! Build your career with us and apply today. Reasonable accommodation Northern Trust is committed to working with and providing reasonable accommodations to individuals with disabilities. If you need a reasonable accommodation for any part of the employment process, please email our HR Service Center at MyHRHelp@ntrs.com. We hope you’re excited about the role and the opportunity to work with us. We value an inclusive workplace and understand flexibility means different things to different people. Apply today and talk to us about your flexible working requirements and together we can achieve greater. For further information, and to apply, please visit our website via the “Apply” button below.

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.    Hybrid  We have a balanced hybrid working model to ensure you get the flexibility you need and the successful candidate will spend their time between working in the office and working from home.  Role:  Under general supervision (but works independently most of the time) responsible for handling and coordinating work for the Financial Reporting group within the Client Accounting Practice (CAP). CAP is a team of global service financial professionals that has operational capabilities in all locations. CAP encompasses Valuation Reporting and Unitized Valuation and Reporting Service and is comprised of partners who support Northern Trust business in conjunction with our global network of operational partners. The key responsibilities of the role include:  Ensures that the team/divisions goals for accuracy and timeliness are maintained Plans and manages the team workflow to accomplish critical tasks on time Ensures that new procedures are effectively communicated and system training is administered where needed Manages volumes of tasks to meet client deadlines Escalates relevant and critical issues to management and all pertinent partners in a timely and efficient manner Carries out complex activities with significant financial, client, and/or internal business impact May have direct interaction with committees and/or Senior Management Able to serve as a key subject matter expert and mentor to other more junior level employees May manage daily operational activities and supervise day-to-day work of junior level employees (but not a formal management role) More technically sound in area of expertise and has broader knowledge of other areas Delivers a work product that requires less revision Skills/Qualifications:  The successful candidate would benefit from having:  A College or University degree and/or relevant Client Accounting work experience is required. Excellent oral and written communication skills are required In-depth Client Accounting/Industry Knowledge is required Highly flexible and adaptable to change Working with Us: As a Northern Trust partner, greater achievements await. You will be part of a flexible and collaborative work culture in an organization where financial strength and stability is an asset that emboldens us to explore new ideas. Movement within the organization is encouraged, senior leaders are accessible, and you can take pride in working for a company committed to assisting the communities we serve! Join a workplace with a greater purpose. We’d love to learn more about how your interests and experience could be a fit with one of the world’s most admired and sustainable companies! Build your career with us and apply today. Reasonable accommodation Northern Trust is committed to working with and providing reasonable accommodations to individuals with disabilities. If you need a reasonable accommodation for any part of the employment process, please email our HR Service Center at MyHRHelp@ntrs.com. We hope you’re excited about the role and the opportunity to work with us. We value an inclusive workplace and understand flexibility means different things to different people. Apply today and talk to us about your flexible working requirements and together we can achieve greater. For further information, and to apply, please visit our website via the “Apply” button below.

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. Hybrid  We have a balanced hybrid working model to ensure you get the flexibility you need and the successful candidate will spend their time between working in the office and working from home.  The key responsibilities of the role include:  Has day-to-day management responsibilities for a small Finance team or sub team while managing own work load/projects. Conducts the performance management, career development, and staffing decisions of the team. Trains new employees or those with lesser experience. Provides regular feedback and coaching to employees. Participate in the monthly/quarterly/annual reporting process, preparing analyses of results relative to prior year, prior month, and/or Plan focusing on key business factors driving financial performance. Participate in the analysis for and production of monthly/quarterly/annual presentation of results to the Board of Directors. Participate in the annual Planning process. Participate in quarterly analysis of assets under management and assets under custody. Participate in the monthly/quarterly forecast process. Conduct and lead special projects and ad hoc requests to support the Corporate Controller and group manager. Skills/Qualifications:  The successful candidate would benefit from having:  5 to 8 years of related experience with emphasis on project analysis and management reporting, planning, and analysis. Analytical and problem solving skills required to evaluate financial results and projections. Effective written and verbal communication skills are necessary to present relevant information to senior management and business unit officers. Strong personal computer skills (Excel, Word and PowerPoint) are required to perform analyses and communicate financial information. Knowledge of accounting, reporting and financial analysis usually acquired through an advanced degree program or related work experience is required. Working with Us: As a Northern Trust partner, greater achievements await. You will be part of a flexible and collaborative work culture in an organization where financial strength and stability is an asset that emboldens us to explore new ideas. Movement within the organization is encouraged, senior leaders are accessible, and you can take pride in working for a company committed to assisting the communities we serve! Join a workplace with a greater purpose. We’d love to learn more about how your interests and experience could be a fit with one of the world’s most admired and sustainable companies! Build your career with us and apply today. Reasonable accommodation Northern Trust is committed to working with and providing reasonable accommodations to individuals with disabilities. If you need a reasonable accommodation for any part of the employment process, please email our HR Service Center at MyHRHelp@ntrs.com. We hope you’re excited about the role and the opportunity to work with us. We value an inclusive workplace and understand flexibility means different things to different people. Apply today and talk to us about your flexible working requirements and together we can achieve greater. For further information, and to apply, please visit our website via the “Apply” button below.

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.    Hybrid  We have a balanced hybrid working model to ensure you get the flexibility you need and the successful candidate will spend their time between working in the office and working from home.  Role:  Operates under general supervision but works on own most of the time. Serves on large and/or complex projects. Also, serves as the lead consultant/project manage on smaller or less complex projects. Technically competent to act as first point of reference for day-to-day queries, and serves as a liaison to related areas. Has both broad and in-depth knowledge in chosen field, plus strong knowledge of related areas. Carries out relatively complex, extensive, high profile activities e.g. direct interaction with committees and more senior management. Demonstrates excellent analytical, consultative, communication and judgment skills. May lead projects and/or train lower-level staff. Focuses on maintenance and implementation of policies and procedures in the function, building towards becoming an area expert. The key responsibilities of the role include:  Operates under general supervision but works on own most of the time. Technically competent to act as first point of reference for day-to-day queries, and serves as a liaison to related areas. Has both broad and in-depth knowledge in chosen field, plus strong knowledge of related areas. Carries out relatively complex, extensive, high profile activities e.g. direct interaction with committees and more senior management. Demonstrates excellent analytical, consultative, communication and judgment skills. May lead projects and/or train lower-level staff. Focuses on maintenance and implementation of policies and procedures in the function, building towards becoming an area expert. Skills/Qualifications:  The successful candidate would benefit from having:  Five or more years of related business experience. Must have good project management and communication skills and have strong working knowledge of the firm, the industry and technology. Working with Us: As a Northern Trust partner, greater achievements await. You will be part of a flexible and collaborative work culture in an organization where financial strength and stability is an asset that emboldens us to explore new ideas. Movement within the organization is encouraged, senior leaders are accessible, and you can take pride in working for a company committed to assisting the communities we serve! Join a workplace with a greater purpose. We’d love to learn more about how your interests and experience could be a fit with one of the world’s most admired and sustainable companies! Build your career with us and apply today. Reasonable accommodation Northern Trust is committed to working with and providing reasonable accommodations to individuals with disabilities. If you need a reasonable accommodation for any part of the employment process, please email our HR Service Center at MyHRHelp@ntrs.com. We hope you’re excited about the role and the opportunity to work with us. We value an inclusive workplace and understand flexibility means different things to different people. Apply today and talk to us about your flexible working requirements and together we can achieve greater. For further information, and to apply, please visit our website via the “Apply” button below.

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. Working Model: Hybrid We have a balanced hybrid working model to ensure you get the flexibility you need, and the successful candidate will spend their time between working in the office and working from home. Role / Department: The Financial Analyst will engage in the annual Capital Planning/ CCAR process and various ad hoc requirements to be determined by CCAR Finance team and the Management group. The analyst will work closely and frequently within a team with partners based both in Manila and Chicago to support the Bank’s CCAR Finance Team and to ensure the goals of the business unit and of Northern Trust are met. The key responsibilities of the role include: Engage in annual Capital Plan/ CCAR exercise which includes, but is not limited to, execution of projection methodologies, reporting of results, development and maintenance of internal controls, Develop and maintain design, assumptions, and performance of qualitative projection methodologies utilized for capital adequacy assessments Work closely with the Team Leader and the Manager in identifying process improvements to enhance the productivity and efficiency of the team Conduct User Acceptance Testing of technology enhancements, and developing End User Computing compliant documentation Create/Update desktop procedures, process narrative, flowchart and risk-control documentation for significant processes including appropriate consideration of key reports, control evidence and end-user computing Execute and document controls performed, and resolve control gaps or exceptions Ensure that timeliness and integrity of the CCAR PPNR process is maintained and proactively provide sound and valuable recommendations to stakeholders that would impact process integrity and efficiency Participate in other special projects and ad hoc requirements, as appropriate Skills / Qualifications: Strong analytical and problem-solving skills to evaluate financial models, forecasts, results, deal with ambiguous topics Strong written and verbal communication skills to present relevant information to various stakeholders Highly flexible and adaptable to change with the ability to manage multiple deliverables concurrently Self-motivated and intellectually curious with the ability to build relationships across diverse teams Proficiency with Office 365 applications, including Excel, PowerPoint, Access, OneDrive, and Teams, to efficiently perform analyses and communicate financial information to various stakeholders Knowledgeable in HFM & TM1/Cognos, and other similar systems used in financial reporting, planning and analysis Experience with business intelligence analytical tools required to interpret data, perform analyses and communicate financial information to various constituents. Knowledge and experience in Power BI reporting is a plus Ability to work effectively and build relationships in a geographically blended environment (North America and Manila, primarily) CPA a plus but not required. 3-6 years of related experience in Management Reporting, Financial Planning and Analysis, Project Analysis, Internal controls and other relevant functional areas which may cover Risk, General Accounting, Statutory Reporting and other Accounting and Finance-related disciplines. Good business acumen and an understanding of the financial services industry Working Hours 5AM - 2PM, Mondays – Fridays (with flexibility on peak weeks and capital planning season) Working with Us: As a Northern Trust partner, greater achievements await. You will be part of a flexible and collaborative work culture in an organization where financial strength and stability is an asset that emboldens us to explore new ideas. Movement within the organization is encouraged, senior leaders are accessible, and you can take pride in working for a company committed to assisting the communities we serve! Join a workplace with a greater purpose. We’d love to learn more about how your interests and experience could be a fit with one of the world’s most admired and sustainable companies! Build your career with us and apply today. Reasonable accommodation Northern Trust is committed to working with and providing reasonable accommodations to individuals with disabilities. If you need a reasonable accommodation for any part of the employment process, please email our HR Service Center at MyHRHelp@ntrs.com. We hope you’re excited about the role and the opportunity to work with us. We value an inclusive workplace and understand flexibility means different things to different people. Apply today and talk to us about your flexible working requirements and together we can achieve greater. For further information, and to apply, please visit our website via the “Apply” button below.

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.

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.   

Hybrid

We have a balanced hybrid working model to ensure you get the flexibility you need and the successful candidate will spend their time between working in the office and working from home.

Role:

Has day-to-day management responsibilities for a small team. Responsible for the assignment of work to the Financial Reporting team in the Client Accounting area. Conducts performance management and career development processes. Possesses the leadership and organizational skills required to prioritize assignments and provide feedback to staff. Conducts performance management and career development processes, and staffing and disciplinary actions.

The key responsibilities of the role include:

Organizes the work of the team, assigns tasks, sets short-term priorities, monitors all activities and ensures timely and accurate completion of the workConducts performance management and career development processes, and staffing and disciplinary actionsProvides input and support to budget management processCarries out complex activities with significant financial, client, and/or internal business impactMay have direct interaction with committees and/or Senior ManagementAble to serve as a key subject matter expert and mentor to other more junior level employeesMay manage daily operational activities and supervise day-to-day work of junior level employees (but not a formal management role)More technically sound in area of expertise and has broader knowledge of other areasDelivers a work product that requires less revisionAble to facilitate discussions and reach decisionsSkills/Qualifications:

The successful candidate would benefit from having:

A College or University degree and/or some relevant work experience is required.Leadership and organizational skills are needed to prioritize assignments and provide feedback to staff.Excellent oral and written communication skills are requiredFunctional / Industry Knowledge is requiredAnalytical and problem solving skills are required / preferredTechnical skills are requiredWorking with Us:As a Northern Trust partner, greater achievements await. You will be part of a flexible and collaborative work culture in an organization where financial strength and stability is an asset that emboldens us to explore new ideas.

Movement within the organization is encouraged, senior leaders are accessible, and you can take pride in working for a company committed to assisting the communities we serve! Join a workplace with a greater purpose.

We’d love to learn more about how your interests and experience could be a fit with one of the world’s most admired and sustainable companies! Build your career with us and apply today.

Reasonable accommodation

Northern Trust is committed to working with and providing reasonable accommodations to individuals with disabilities. If you need a reasonable accommodation for any part of the employment process, please email our HR Service Center at MyHRHelp@ntrs.com.

We hope you’re excited about the role and the opportunity to work with us. We value an inclusive workplace and understand flexibility means different things to different people.

Apply today and talk to us about your flexible working requirements and together we can achieve greater.

For further information, and to apply, please visit our website via the “Apply” button below.