Senior Financial Analyst

About the Department

The Financial Planning & Analysis (FP&A) team serves as a strategic finance partner across Franklin Templeton. The team delivers financial reporting, forecasting, planning, and strategic analysis that help senior leaders make informed business decisions. Working closely with Finance and business partners across the firm, the team evaluates performance, supports strategic initiatives, and provides actionable insights that drive growth and operational excellence. You will gain exposure to senior leadership, high-impact projects, and key business decisions in a collaborative and results-oriented environment.

Responsibilities

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.

Requirements

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.

Schedule

Hybrid (3 days per week in office)

Location

New York, NY

Pay

We expect the base salary for this position to range between $160,000 - $180,000, depending on level of relevant experience, plus discretionary bonus.

Benefits

• 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