Senior Financial Analyst

Franklin Templeton Financial Planning & Analysis Role

At Franklin Templeton, we believe success is built through powerful partnerships. As a forward thinking asset manager, we build dynamic relationships with clients, understand their goals, and navigate complex markets together. We leverage cutting edge strategies and deep insights to unlock opportunities for long term wealth creation. Our talented, global teams bring expertise that is both broad and unique.

From our welcoming, inclusive, and supportive culture to our globally diverse business, we offer opportunities not only to help you reach your potential, but also to contribute to our clients' success.

Core Responsibilities

• Support monthly financial reporting and performance analysis.
• Analyze results against forecasts, budgets, and prior periods.
• Prepare variance analyses and executive reporting materials.
• Support forecasting activities and business planning processes.
• Assess key business drivers, risks, and opportunities.
• Build and maintain financial models.
• Evaluate forecast scenarios and business cases.

Strategic Responsibilities

• Support quarterly earnings and investor relations activities.
• Participate in earnings preparation discussions.
• Track strategic initiatives and measure financial impact.
• Identify emerging trends and performance drivers.
• Translate analysis into actionable business insights.
• Improve reporting and forecasting processes through automation.

Team & Collaboration

• Partner with Finance, Accounting, Investor Relations, and business teams.
• Gather inputs and challenge key assumptions.
• Support senior management presentations and decision-making.
• Manage competing priorities during critical reporting cycles.
• Contribute ideas that enhance financial processes and controls.

Experience, Education & Certifications

• Bachelor's degree in Business, Finance, Accounting, Economics, or similar field.
• 5+ years of experience in finance or analytical roles.
• Experience in FP&A, corporate strategy, investment banking, equity research, or related fields.
• Experience supporting forecasting, reporting, and financial modelling.
• Experience preparing executive-level presentations and business cases.
• Experience supporting earnings, investor relations, or Board reporting.
• Industry experience in asset management or financial services is preferred.

Technical Skills

• Strong understanding of financial statements and performance metrics.
• Advanced Excel and PowerPoint skills.
• Strong financial modeling and analytical capabilities.
• Experience with planning and reporting systems.
• Experience with Workday Adaptive, Power BI, Tableau, or similar tools.

Soft Skills

• Strong business partnering and stakeholder management skills.
• Clear and effective communication abilities.
• Strong problem-solving and critical-thinking capabilities.
• Ability to influence decisions with data-driven insights.
• High attention to detail and accountability.
• Ability to work effectively across functions.
• Ability to manage multiple priorities in a fast-paced environment.

Work Schedule & Location

Location: New York, NY

Work Arrangement: Hybrid (3 days per week in office)

Franklin Templeton offers employees a competitive and valuable range of total rewards—monetary and non-monetary—designed to support their well-being and recognize their time, talents, and results. Along with base compensation, employees are eligible for an annual discretionary bonus, a 401(k) plan with a generous match, and recognition rewards. We also offer a comprehensive benefits package, which includes a range of competitive healthcare options, insurance, and disability benefits, employee stock investment program, learning resources, career development programs, reimbursement for certain education expenses, paid time off (vacation / holidays / sick / leave / parental & caregiving leave / bereavement / volunteering / floating holidays) and a motivational wellbeing program. We expect the base salary for this position to range between $160,000 - $180,000, depending on level of relevant experience, plus discretionary bonus.

At Franklin Templeton, we believe your benefits should support your life, your goals, and your future. That's why we offer a comprehensive Total Rewards package designed to help you thrive both personally and professionally.

Highlights of our benefits include:

• Paid Time Off: Three weeks of PTO in your first year
• Health Coverage: Competitive medical, dental, and vision insurance to support your well-being
• Retirement Savings: 401(k) plan with an 85% company match on pre-tax and/or Roth contributions, up to IRS limits
• Equity & Investing: Employee Stock Investment Plan (ESIP) with discounted share purchase opportunities
• Learning Education Assistance Program (LEAP): To support your ongoing growth and career advancement
• Employee Investment Benefits: Opportunity to purchase company funds with no sales charge

Franklin Templeton is an Equal Opportunity Employer. We are committed to providing equal employment opportunities to all applicants and 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.