Senior Financial Analyst

At Franklin Templeton, we’re driving our industry forward by developing new and innovative ways to help our clients achieve their investment goals.

Our dynamic and diversified firm spans asset management, wealth management, and fintech, offering many ways to help investors make progress toward their goals.

Our talented teams working around the globe bring expertise that’s both broad and unique. From our welcoming, inclusive, and flexible culture to our global and diverse business, we offer opportunities not only to help you reach your potential but also to contribute to our clients’ achievements.

Come join us in delivering better outcomes for our clients around the world!

What is the Senior Financial Analyst Investment Management Support group responsible for?

The Senior Financial Analyst participates as a team member in the preparation, development, coordination, and communication of budgets, forecasts, financial reporting, variance analysis, research, and related activities.

The role will contribute to managing, coordinating, and communicating monthly, quarterly, and annual financial results. The role will partner closely with a broad range of Finance and business leaders to solve problems and develop solutions to achieve results.

What are the ongoing responsibilities of a Senior Financial Analyst?

Support the annual budget planning and monthly forecast processes and ensure understanding and alignment of Franklin Templeton’s diverse specialist investment managers across public and private markets.

Partner with members of our specialist investment manager teams to build annual budgets and research monthly / quarterly / annual variances against actuals.

Update, analyze and communicate monthly financial forecasts to specialist investment managers. Financial forecasts comprise of detailed P&L statements, including Assets Under Management, Revenues and Expenses.

Analyze changes in both GAAP and Non-GAAP Effective Fee Rates across all specialist investment manager teams.

Analyze and interpret financial results in preparation of Senior Management-level presentations.

Collaborate with the Product Profitability team and various investment management teams on cost center allocation methodology for 15C Board reporting purposes.

Knowledge of data management techniques to facilitate data visualization analysis and dashboard design.

Improve workflows for various FP&A activities through process improvement / automation.

Contribute to team goals, communicate recommendations, and foster innovation and creativity for process improvements to our financial processes and procedures.

Create effective business partnership, manage competing priorities, and provide guidance during unexpected events

What ideal qualifications, skills & experience would help someone to be Successful?

The candidate will have demonstrated an 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)

Job Level - Individual Contributor

Work Shift Timings - 2 : 00 PM - 11 : 00 PM IST

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

Our culture is shaped by our diverse global workforce and strongly held core values. Regardless of your interests, lifestyle, or background, there’s a place for you at Franklin Templeton.

We provide employees with the tools, resources, and learning opportunities to help them excel in their career and personal life.

By joining us, you will become part of a culture that focuses on employee well-being and provides multidimensional support for a positive and healthy lifestyle.

We understand that benefits are at the core of employee well-being and may vary depending on individual needs. Whether you need support for maintaining your physical and mental health, saving for life’s adventures, taking care of your family members, or making a positive impact in your community, we aim to have them covered.

Professional development growth opportunities through in-house classes and over 150 Web-based training courses

An educational assistance program to financially help employees seeking continuing education

Medical, Life and Personal Accident Insurance benefit for employees. Medical insurance also cover employee’s dependents (spouses, children and dependent parents)

Life insurance for protection of employees’ families

Personal accident insurance for protection of employees and their families

Personal loan assistance

Employee Stock Investment Plan (ESIP)

12 weeks Paternity leave

Onsite fitness center, recreation center, and cafeteria

Transport facility

Child day care facility for women employees

Cricket grounds and gymnasium

Library

Health Center with doctor availability

HDFC ATM on the campus

Franklin Templeton is an Equal Opportunity Employer. We are committed to providing equal employment opportunities to all applicants and existing 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.

Franklin Templeton is committed to fostering a diverse and inclusive environment. If you believe that you need an accommodation to search for or apply for one of our positions, please send an email to .

In your email, please include the accommodation you are requesting, the job title, and the job number you are applying for.

It may take up to three business days to receive a response to your request. Please note that only accommodation requests will receive a response.