Sales Incentive Financial Analyst

Franklin Templeton; Rancho Cordova (CA); Hybrid; USD 68,000 - 73,000; Full time

Benefits offered by this job

PTO (3 weeks first year)

Health coverage

401(k) with generous match

Employee stock investment plan

LEAP education assistance

Education reimbursement

Job summary

Franklin Templeton is seeking a Sales Incentive Financial Analyst to support Global Sales Incentive processes from our Rancho Cordova office. The role focuses on reporting incentives, budgeting, forecasting, and partnering with HR, Finance, Payroll, and business teams to ensure accurate and timely incentive payments.

The successful candidate will analyze incentives across regions and countries using Excel and Power BI, contribute to process improvements, and work in a hybrid environment with

Qualifications

• Bachelor's degree, ideally focused in Finance, Business, or Communications.
• Understanding of asset management revenue workflows, sales processes, and supporting technology.
• Experience across multiple fiscal cycles and project management or sales-related work.
• Experience with budgeting, forecasting, variance analysis, modeling, and reconciliation.

Responsibilities

• You will report sales incentives across individual, country, and regional levels.
• You will coordinate and improve incentive reporting with Human Resources, Finance, Payroll, and business partners.
• You will create, review, and secure approvals for regular sales incentive payments.
• You will oversee Sales Office headcount and report budget-to-actual results monthly.
• You will support monthly and quarterly US sales incentive processes and tasks.

Skills

Advanced Excel

Power BI

Snowflake

Data analysis

Communication

Relationship building

Time management

Education

Bachelor's degree in Finance or related field

Tools

Power BI

Snowflake

Job description

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.

Sales Incentive Financial Analyst

Team Overview

The Global Sales Incentive group supports the Global Client Group (GCG) through sales incentives, financial planning, forecasting, and performance oversight. The team partners across the business to strengthen financial decision-making, support growth, and improve operating effectiveness. This role oversees sales incentive processes for more than 25 international sales offices, supports United States (US) structured components, and delivers analysis that helps the business operate effectively.

How You Will Add Value

Core Responsibilities

• You will report sales incentives across individual, country, and regional levels.
• You will coordinate and improve incentive reporting with Human Resources, Finance, Payroll, and business partners.
• You will create, review, and secure approvals for regular sales incentive payments.
• You will oversee Sales Office headcount and report budget-to-actual results monthly.
• You will support monthly and quarterly US sales incentive processes and tasks.

Strategic Responsibilities

• You will analyze trends using Microsoft Excel and Power BI.
• You will identify business areas requiring additional focus or review.
• You will recommend and implement improvements to current processes.

Teams & Collaboration

• You will provide Sales Leaders insights on incentive results and opportunities.
• You will build strong relationships with Corporate Finance and business partners.
• You will coordinate and support additional initiatives as needed.

What Will Help You Be Successful In This Role

Experience, Education & Certifications

• Bachelor's degree, ideally focused in Finance, Business, or Communications.
• Understanding of asset management revenue workflows, sales processes, and supporting technology.
• Experience across multiple fiscal cycles and project management or sales-related work.
• Experience with budgeting, forecasting, variance analysis, modeling, and reconciliation.

Technical Skills

• Advanced Microsoft Excel skills and basic Microsoft Power BI and Snowflake knowledge.
• Ability to analyze large datasets and generate actionable insights.
• Interest in emerging technologies supporting reporting, visualization, and decision-making.

Soft Skills

• Communicate effectively across management levels and tailor messages to the audience.
• Build outstanding relationships and facilitate productive conversations.
• Create meaningful commentary that clearly explains financial results.
• Demonstrate strong attention to detail, follow-through, confidence, and accountability.
• Manage time effectively and prioritize competing responsibilities.

Applicants must be legally authorized to work in the United States. Franklin Templeton will not provide sponsorship for employment-based visas, either now or in the future, for this position.

Work Schedule & Location

• This hybrid role is based in our Rancho Cordova, California office, with an expectation of three days on site per week.

Compensation

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 annual salary for this position to range between $68,000 - $73,000, depending on location and level of relevant experience, plus discretionary bonus.

#ENTRY_LEVEL

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.

Artificial intelligence or automated tools may be used to assist in the screening, assessment, or selection of applicants for this position.