Sr. Analyst, Financial Reporting
Northern Trust
- Chicago, IL
- Permanent
- Full-time
- Client Valuation Reporting includes multiple client segments: Corporate ERISA, Not-for-Profit, Public Funds, and Wealth Management
- Each segment has 5-6 Senior Analysts who report to a Team Lead and 1-2 Technical Coordinators who, along with the Team Lead, report to the Section Manager
- You will be part of a team who is highly supportive of one another and frequently share ideas, training, and general conversation!
- We have a diverse team of knowledge, experience, and skills which help us surround client needs and create innovative solutions
- Supportive Management Team who strive to improve processes, develop partner growth, and maintain work-life balance
- Ensures that the team/divisions goals for accuracy and timeliness are maintained
- Escalates relevant and critical issues to management and all required partner areas in a timely manner
- Reviews and maintains all roles and deadlines for assigned relationships
- Follows core procedures, checklists and client specific procedures on a daily and monthly basis
- Carries out complex activities with significant financial, client, and/or internal business impact
- May have direct interaction with committees and/or Senior Management
- Works in tandem with other Analysts, Consultants, and Team Leaders from multiple Northern Trust partner areas to analyze, validate, and prepare client reporting
- Monitors daily exceptions and reports, and reviews other applications to ensure accuracy and timeliness of all client information
- Delivers client reporting on a daily, monthly, quarterly, and annual basis per the clients’ service agreements
- 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
- Proven Analytical and Problem solving skills
- Excellent oral and written communication along with strong organization, time management, and multi-tasking skills
- In-depth Client Accounting/Industry Knowledge is required
- Highly flexible and adaptable to change
- Advanced Microsoft Excel skills
- Completed Bachelor’s Degree with a focus in Finance, Accounting, or related field
- Client facing experience with the ability to present detailed concepts