Job Description

At Franklin Templeton, everything we do is focused on one thing - delivering better client outcomes. We do that by partnering closely with our clients, assessing their strategic needs, and identifying the solution or solutions that can meet the challenge. Over 12,000 employees working in 34 countries around the world are dedicated to servicing investment solutions for our clients in more than 160 countries. For more than 70 years our success has been a direct result of the talent, skills and persistence of our people, and we are looking for qualified candidates to join our team.

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 Financial Analyst responsible for?

The 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. You will partner with other Finance teams on solving problems and developing solutions to achieve results. We also work on special projects throughout the year as needed.

What are the ongoing responsibilities of the Financial Analyst?

* 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 improve processes
* Analyze and interpret financial results in preparation of Executive, Investor, 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
* Participate in the development of 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?

A successful Financial Analyst in this role is highly motivated, pro-active, detail focused, an exceptional communicator and driven to produce accurate results.

* Bachelor's Degree in Business, Finance, Accounting or related field
* At least 2 years' experience in a Corporate setting
* Demonstrates ability to take initiative and partner with peers and other teams
* Experience with corporate budgeting, forecasting and the ability to independently structure and develop analyses and presentations
* Professional understanding of accounting and finance concepts including KPIs
* Experience with data analysis systems (Oracle Hyperion)
* Knowledge of data management techniques to facilitate data visualization analysis and dashboard design (Power BI, Cognos, Excel, etc.)
* Knowledge of business desktop applications (MS Outlook, Word, PowerPoint)
* Advanced knowledge of MS Excel (formulas, pivot tables, charts and graphs)

What makes Franklin Templeton unique?

In addition to the dynamic and professional environment at Franklin Templeton, we strive to ensure that our employees have access to a competitive and valuable set of Total Rewards--the mix of both monetary and non-monetary rewards provided to you in recognition for your time, talents, efforts, and results.

Highlights of our benefits include:

* Three weeks paid time off the first year
* Medical, dental and vision insurance
* 401(k) Retirement Plan with 75% company match on your pre-tax and/or Roth contributions, up to the IRS limits
* Employee Stock Investment Program
* Tuition Assistance Program
* Purchase of company funds with no sales charge
* Onsite fitness center and recreation center*
* Onsite cafeteria*

*Only applicable at certain locations

We believe that being a good corporate citizen is good business. To us, corporate citizenship means being accountable, serving our clients, being an employer of choice, managing our environmental impact, and supporting our communities. An emphasis on corporate citizenship is embedded in our culture and values, and is an important element of how we achieve success.

We are also committed to your learning and development with resources focused around Experience, Exposure, and Education, to help you achieve your professional development goals. Take some time to, meet some of our people, and see what it means to say, I AM Franklin Templeton.

Franklin Templeton is an Equal Opportunity Employer. We are committed to equal employment opportunity for all applicants and existing employees and we evaluate qualified applicants without regard to ancestry, age, color, disability, genetic information, gender, gender identity, or gender expression, marital status, medical condition, military or veteran status, national origin, race, religion, sex, sexual orientation, and any other basis protected by federal, state, or local law, ordinance, or regulation. We invite you to visit us at http://www.franklintempletoncareers.com/ to learn more about our company and our career opportunities.

Franklin Templeton is committed to fostering a diverse and inclusive environment. If you believe that you need an accommodation to search for, or apply for, one of our positions please send an email to accommodations@FranklinTempleton.com. In your email, please include the accommodation you are requesting and the job title and job number you are applying for. It may take up to three business days to receive a response to your request. Please note that only requests for accommodations will receive a response.

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