About Northern Trust
As a global leader in innovative wealth management, asset servicing, asset management and banking services, Northern Trust (Nasdaq: NTRS) is proud to guide the world’s most successful individuals, families, corporations and institutions.
Since 1889, we have aligned our efforts with our three guiding Principles That Endure: Service, Expertise, and Integrity. Together, they reflect the three cornerstones of business conduct which we strive to instill in our employees, whom we call partners, and to provide to our clients and the communities we serve worldwide.
With more than 135 years of financial experience and over 24,000 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 plan.
- Quantifies the impact of efficiency initiatives on financial goals.
- Support development and maintenance of dashboards for decision making.
- Provide ad-hoc business management support and analytics for decision-making.
Reporting & Dashboards
- Develop and maintain key business metrics, including productivity measures and unit costs, and use these insights to support data-driven decisions.
- Review consolidated submissions, and prepare final reporting for COO operational reviews, weekly updates, and enterprise reporting requirements.
- Produce, review, and distribute consolidated weekly, monthly, quarterly, and annual reporting for A&FS leadership.
- Publish data to AFS dashboards and support increased transparency through standardized reporting.
Post, Headcount & Workforce Management
- Produce and maintain post-management and requisition status reporting at a global A&FS level.
- Track refills, replacements, new roles, IJPs, interns, and contractors; highlight exceptions and risks.
- Act as a central coordination point between practice leads, finance, recruiting, and operations.
Risk, Audit & Regulatory Oversight
- Monitors risk events, audit findings, and control issues, ensuring timely escalation and remediation.
- Monitor, consolidate, and report on operational risk events, data privacy events, regulatory breaches, audit issues, and remediation programs.
- Create content and reporting for Risk Committee, COO Risk Committee, and other governance forums.
- Track remediation actions, escalate risks, and ensure compliance with enterprise standards and regulatory programs.
Governance & Controls
- Coordinate operational reviews and consolidate business reporting.
- Oversee governance deliverables including SLDs, SLAs, service reviews, exceptions, and deferrals.
- Ensure documentation meets enterprise requirements and is refreshed on defined cycles.
People & Engagement Support
- Work with HR to produce recruiting metrics, attrition reporting, and workforce analytics.
- Coordinate talent engagement activities.
Financial Analysis Experience
- Minimum 2+ years of hands-on experience in financial analysis
- Experience working with management reporting, dashboards, or financial data models
- Ability to review, consolidate, and validate financial data for accuracy and completeness
- Experience identifying trends, variances, and key drivers of business performance
Key Activities
- Review data submissions for accuracy and completeness.
- Produce consolidated reporting and executive-ready materials.
- Track trends, risks, exceptions, and performance vs. plan.
- Escalate issues and provide insights to senior leadership.
- Partner closely with Practice Leads, Finance, Operations, Risk, and India BM teams
- Collaborate with Finance, HR, and other functional partners.
- #LI-GG1
- #LI-Hybrid
Working with Us
As a Northern Trust partner, you will be part of a flexible and collaborative work culture, which has a strong history of financial strength and stability. Movement within the organization is encouraged, senior leaders are accessible, and you can take pride in working for a company committed to an inclusive workplace and assisting the communities we serve.
Philanthropy is deeply rooted in Northern Trust’s history and is an essential element of our culture. Employees around the world give their time and talent to work for the greater good of their communities.
Reasonable Accommodation
Northern Trust is committed to working with and providing adjustments to individuals with health conditions and disabilities. If you need a reasonable accommodation for any part of the employment process, please email our HR Service Center at [email protected], or alternatively you can discuss your individual requirements with the recruiter you are working with.
About Our Pune Office
The Northern Trust Pune office, established in 2016, is now home to over 3,000 employees. The office handles various functions, including Operations for Asset Servicing and Wealth Management, as well as delivering critical technology solutions that support business operations across the globe.
Our Pune team takes our commitment to service to heart. In 2024, they volunteered more than 10,000+ hours into the communities where they live and work. Learn more.
Northern Trust Kharadi, Maharashtra, IND Office
SEZ Unit, Tower A, 13th to 16th Floor and Tower B 9th Floor, Kharadi, Pune, India, 411014
