Strategic Financial Professional
4 weeks ago
Financial Planning and Analysis Role Description
- Participate in budget planning and forecasting processes, ensuring alignment with Franklin Templeton's diverse specialist investment managers across public and private markets.
- Partner with various investment management teams to build annual budgets and analyze monthly/quarterly/annual variances against actuals.
- Communicate updated financial forecasts to specialist investment managers, including detailed P&L statements, Assets Under Management, Revenues, and Expenses.
- Analyze changes in GAAP and Non-GAAP Effective Fee Rates across all specialist investment manager teams.
- Prepare Senior Management-level presentations based on financial results.
- Collaborate with the Product Profitability team and various investment management teams on cost center allocation methodology for 15C Board reporting purposes.
- Apply data management techniques to facilitate data visualization analysis and dashboard design.
- Improve workflows for various financial planning and analysis activities through process improvement/automation.
- Contribute to team goals, communicate recommendations, and foster innovation and creativity for process improvements to financial processes and procedures.
- Establish effective business partnerships, manage competing priorities, and provide guidance during unexpected events.
Ideal Qualifications, Skills, and Experience
- Demonstrated ability to influence business owners, support thoughtful decision-making, and adapt to a rapidly evolving environment.
- Bachelor's Degree in Business, Finance, Accounting, Economics, or highly analytical field.
- Minimum 5+ years of finance experience.
- Experience with corporate budgeting, forecasting, and the ability to independently structure and develop analyses and presentations.
- Experience with Cost Allocation methodologies and processes.
- Professional understanding of accounting and finance concepts, including KPIs.
- Experience with data analysis systems (i.e., Workday Adaptive).
- Experience with data management techniques to facilitate data visualization analysis and dashboard design (i.e., Power BI, Excel).
- Advanced knowledge of business desktop applications (MS Outlook, Word, PowerPoint).
- Advanced knowledge of MS Excel (i.e., formulas, pivot tables, charts, and graphs).
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