Northern Trust

Oct, 2025 - Present  •  11 mos 29 days  -  Internship

Supported financial planning, budgeting, and short-term forecasting activities by assisting in maintaining revenue, expense, and margin model components in Excel and Oracle Financials, ensuring data accuracy and timely updates for inputs reviewed by senior FP&A analysts and finance managers.
• Assisted with monthly and quarterly variance analysis by comparing actual results against budget and forecast figures, helping identify key cost drivers, revenue movements, and trend deviations that were summarized and discussed during internal finance review meetings.
• Contributed to the development of financial models, including DCF, scenario, and sensitivity analyses, under guidance from senior analysts to support evaluations of new product launches and client onboarding initiatives, providing analytical inputs used in strategic decision-making discussions.
• Helped design and update executive-level financial dashboards using Power BI and SQL by consolidating data from multiple ERP and reporting systems, improving visibility into key metrics such as revenue trends, margins, and forecast performance for leadership reviews.
• Collaborated with operations, risk, and compliance teams to support alignment of financial forecasts with regulatory capital guidelines and internal control requirements, assisting with documentation and validation activities that improved audit preparedness and reduced reporting inconsistencies.
• Analyzed revenue patterns and client profitability across multiple service lines using Excel and SQL-based reports, supporting identification of underperforming accounts and pricing gaps that informed ongoing pricing reviews and contract optimization discussions.