Senior Financial Analyst

Franklin Templeton Investments; New York (NY); Hybrid; USD 160,000 - 180,000; Full time

Benefits offered by this job

Three weeks PTO

Health coverage

401(k) plan with 85% company match

Employee Stock Investment Plan (ESIP)

LEAP education assistance

Investment benefits

Job summary

Franklin Templeton Investments in New York, NY, is seeking a senior FP&A professional to partner with Finance and business teams. The role focuses on monthly reporting, forecasting, and strategic analysis to guide executive decision-making.

The ideal candidate has 5+ years in finance/analytical roles, strong Excel/PowerPoint, and experience in FP&A, corporate strategy, or investor relations within asset management. Hybrid work, competitive compensation, and comprehensive benefits are offered.

Qualifications

• 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.

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.
• Support quarterly earnings and investor relations activities.
• Track strategic initiatives and measure financial impact.
• Translate analysis into actionable business insights.

Skills

Advanced Excel

PowerPoint

Financial modeling

Workday Adaptive

Power BI/Tableau

Stakeholder management

Communication skills

Education

Bachelor's degree in Finance/Accounting/Economics

Tools

Excel

Workday Adaptive

Power BI

Tableau

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.

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.

How You Will Add Value

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.

What Will Help You Be Successful in This Role

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.

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.

When you become part of Franklin Templeton, you’ll join a company dedicated to progress. A company that doesn’t settle. One where we pursue our ambitions with energy and persistence. That’s why it’s so important that we empower and encourage the progress of our employees. From our welcoming, inclusive, and flexible culture – to our global and diverse business, we provide opportunities to help you reach your potential while contributing to ours. At Franklin Templeton, we embrace individual differences and value experience and perspectives brought by talent from around the world. And, although we are all different, we all have one thing in common – we are dedicated to what we do. So whether you’re just starting your career journey, are well on your way, or are seeking a new direction, you’'ll find the support you need to grow your career with us.

Come, join us, and help us shape the future of the global asset management industry!