Senior Financial Analyst – Planning & Management Reporting

At Franklin Templeton, we’re driving our industry forward by developing new and innovative ways to help our clients achieve their investment goals. Our dynamic and diversified firm spans asset management, wealth management, and fintech, offering many ways to help investors make progress toward their goals. Our talented teams working around the globe bring expertise that’s both broad and unique. From our welcoming, inclusive, and flexible culture to our global and diverse business, we offer opportunities not only to help you reach your potential but also to contribute to our clients’ achievements.

Come join us in delivering better outcomes for our clients around the world!

What is the Financial Planning and Analysis Budgeting group responsible for?

The Budgeting Team is part of the larger FP&A group and is a highly visible strategic finance team that works collaboratively with Executive Management, Investor Relations, and other departments across the firm to communicate financial results to internal and external stakeholders. This dynamic role embodies and demonstrates the Franklin Templeton values of putting clients first, building relationships, achieving quality results and working with integrity.  

What is the Senior Financial Analyst – Planning & Management Reporting responsible for?

The Senior Financial Analyst participates as a team member in the preparation, development, coordination, and communication of budgets, forecasts, financial reporting, variance analysis, research, and related activities. You will be a contributor to managing, coordinating and communicating monthly, quarterly and annual financial results in preparation for Executive and Board-level presentations. You will partner with other Finance teams to solve problems and develop solutions by leveraging technology. The individual in the role will develop financial models, performing ad-hoc analysis and reporting to improve the quality of every business decision.

What are the ongoing responsibilities of a Senior Financial Analyst – Planning & Management Reporting?

• Support the annual planning and monthly forecast processes and ensure understanding and alignment across the broader business teams

• Regular interaction with leadership to communicate financial performance and assist with making recommendations to processes and improvements

• Analyze, interpret, and communicate financial results in preparation of Executive and Board of Director-level presentations

• Assist in preparing financial models and perform ad-hoc analyses and presentations to support decision-making by the Board of Directors, Executive Management team, and other stakeholders

• Provide a blend of financial reporting, variance and trend analysis for multiple business units, forecasting, and development of KPI’s and metrics

• Improve workflows for various FP&A activities through process improvement/automation

• Develop Power BI reporting and analytics

• Contribute to team goals, communicate recommendations, and foster innovation and creativity for process improvements to our financial processes and procedures

• Participate and complete special projects as needed

What ideal qualifications, skills & experience would help someone to be successful?

The candidate will have demonstrated an ability to influence business owners, support thoughtful decision-making, and adapt to a rapidly evolving environment.  

• Bachelor’s degree in Business, Finance, Accounting or related field or an equivalent of education and experience.

• 5+ years of relevant experience

• Experience with corporate budgeting, forecasting and the ability to independently structure and develop analyses and presentations for executive audiences

• Professional understanding of accounting and finance concepts including KPIs

• Demonstrates ability to take initiative and partner with peers and other teams

• Knowledge of business desktop applications (Workday, MS Outlook, Word, PowerPoint)

• Advanced knowledge of MS Excel (formulas, pivot tables, charts, and graphs)

• Experience with finance and data analysis systems including Workday Financials and/or Adaptive Planning.

• Experience in creating and developing data management techniques to facilitate data visualization analysis and dashboard design (Power BI, Excel, Adaptive Planning Office Connect, etc.)

Franklin Templeton offers employees a competitive and valuable range of total rewards—monetary and non-monetary—designed to support the whole person and to recognize their time, talents, and results. Along with base compensation, other compensation is offered such as a discretionary bonus, 401k plan, health insurance, and other perks. There are several factors taken into consideration in making compensation decisions including but not limited to location, job-related knowledge, skills, and experience. At Franklin Templeton, we apply a total reward philosophy where all aspects of compensation and benefits are taken into consideration in determining compensation. We expect the salary for this position to range between $90,000.00 - $120,000.00.

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