Jobs · Finance · California

Senior Revenue Analyst

Franklin Templeton · San Mateo, CA · 2 mo ago
HybridFinance$100k–$130k/yrFull-time

Senior Revenue Analyst

The ideal candidate is a strong analytical thinker who enjoys working deep in data, solving ambiguous problems, and building tools rather than relying on manual processes.

  • Bachelor’s degree in Finance, Accounting, Economics, Data Analytics, or a related analytical field
  • 4+ years of experience in FP&A, corporate finance, or similar analytical roles
  • Strong experience working with large datasets and complex data models
  • Demonstrated ability to identify trends, explain variances, and perform root-cause analysis
  • Experience designing or building analytical tools, models, or dashboards
  • Advanced proficiency in Excel, Power BI (or similar data visualization tools), and financial modeling
  • Experience with financial systems or data platforms (e.g., Workday, Adaptive, or equivalent tools) is a plus
  • Technology-forward mindset with an interest in automation and scalable solutions
  • Strong communication skills with the ability to explain complex analytical findings to non-technical stakeholders

Key Responsibilities

Own end-to-end Effective Fee Rate (EFR) analysis, including identifying key drivers, trends, and anomalies across products, strategies, and investment managers.

  • Build and maintain financial models, dashboards, and visualizations to effectively communicate trends and key performance indicators.
  • Design and develop analytical tools to support revenue variance calculations, EFR diagnostics, and issue identification.
  • Work extensively with large, complex datasets, developing repeatable and scalable analytical approaches.
  • Lead and support product revenue and attribution initiatives and cross-functional projects to improve revenue transparency, strengthen financial reporting, and support timely business decision-making.
  • Analyze and explain revenue variances by performing root-cause analysis and identifying underlying data, system, or process drivers.
  • Identify, track, and help remediate incorrect or inconsistent revenue postings in partnership with Accounting, Technology, and upstream data owners.
  • Serve as a business partner by communicating complex financial concepts with clarity and appropriate context.
  • Continuously improve revenue analytics through automation, enhanced tooling, and improved data structures.
  • Support management reporting by clearly communicating EFR drivers, risks, and emerging issues.

Qualifications

  • Bachelor’s degree in Finance, Accounting, Economics, Data Analytics, or a related analytical field
  • 4+ years of experience in FP&A, corporate finance, or similar analytical roles
  • Strong experience working with large datasets and complex data models
  • Demonstrated ability to identify trends, explain variances, and perform root-cause analysis
  • Experience designing or building analytical tools, models, or dashboards
  • Advanced proficiency in Excel, Power BI (or similar data visualization tools), and financial modeling
  • Experience with financial systems or data platforms (e.g., Workday, Adaptive, or equivalent tools) is a plus
  • Technology-forward mindset with an interest in automation and scalable solutions
  • Strong communication skills with the ability to explain complex analytical findings to non-technical stakeholders

Pay

Experience our welcoming culture and reach your professional and personal potential!

We expect the annual salary for this position to range between $100,400-$130,300 in our posting depending on level of relevant experience, plus discretionary bonus.

Benefits

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.

  • Annual discretionary bonus
  • 401(k) Retirement Plan with 85% company match on your pre-tax and/or Roth contributions, up to the IRS limits
  • Recognition rewards
  • Comprehensive benefits package, which includes a range of competitive healthcare options, insurance, and disability benefits
  • Tuition Assistance 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)
  • A motivational wellbeing program

Equal Opportunity Employer

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.

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