Senior Financial Analyst
Job Details
Full Job Description
At Franklin Templeton, we’re advancing 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 provide opportunities to help you reach your potential while helping our clients reach theirs.
Come join us in delivering better outcomes for our clients around the world!
What is the Global Sales Incentive group responsible for?This team supports the Global Advisory Services (GAS) area through providing sales incentives, financial planning, forecasting and oversight of performance; partnering with the business on all aspects of their financials to ensure they deliver success and grow. Within this the Financial Analyst focuses on overseeing the sales incentive process for over 25 International Sales Offices and provides additional analysis to enable the business to operate effectively.
What are the ongoing responsibilities of a Financial Analyst?• Provide regular management reporting on sales incentive at an individual, country, regional and international level
• Co-ordinate, review and enhance sales incentive reporting across GAS, partnering with human resources, finance, payroll and the business
• Partner with the business to create, review and seek approval for regular sales incentive payments
• Provide oversight of the Sales Office headcount, providing monthly reporting on budgeted vs. actual results
• Meet with Sales Leaders to provide insight into their sales incentive results and opportunities
• Provide trend analysis leveraging Excel/Power BI and draw out areas for comment and/or review
• Highlight areas of the business where additional focus may be required
• Recommend and implement enhancements to current processes
• Build and maintain good working relationships with corporate finance and the business
• Co-ordinate and support other initiatives as necessary
What ideal qualifications, skills and experience would help someone to be successful?• Bachelor's Degree ideally with a finance, business or communication focus
• Understanding of the Asset Management business model, including revenue workflow, the sales process and how technology fits in with the business
• Experience working through multiple business fiscal cycles; exposure and/or direct experience with project management and/or sales-related-capacity required
• Ability to communicate effectively with all levels of management and to tailor communication style based on audience
• Ability to build outstanding relationships with strong facilitation skills
• Excellent analytical skills with the vision to create meaningful commentary to sit alongside the numbers
• Very detail focused, with the ability to follow through on own items and the confidence to follow up with others on outstanding items
• Ability to provide accurate results and strong reconciliation skills
• Excellent time management and prioritization skills
• Strong technical skills in MS Excel with basic understanding of other technologies like MS Access, Snowflake.
Building teams with diverse skills, backgrounds, and experiences has always been important to us. Cultivating an inclusive culture where employees feel safe to share their voices is not only beneficial for our people, but also drives innovation and enables us to deliver better client outcomes. So, no matter your interests, lifestyle, or background, there’s a place for you at Franklin Templeton. We will provide you with tools, resources, and learning opportunities to help you excel in your career and personal life.
We want our employees to be at their best. By joining us, you will connect with 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 staying physically and mentally healthy, saving for life's adventures, taking care of your family members, or making a positive impact in your community, we aim to have you covered.
Learn more about the wide range of benefits we offer at Franklin Templeton
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.
As part of our commitment to fostering a diverse and inclusive work environment, we welcome applicants with flexible working arrangements in their current roles or those seeking a flexible working pattern. We encourage you to communicate any preferences for flexible working so that we can consider this during our hiring process. Additionally, returners – individuals who have taken a break from work – are also encouraged to explore our job opportunities.
As a registered UK Disability Confident Committed Employer, we encourage you to disclose if you consider yourself to have a disability as part of your application. This information enables us to provide the necessary support and leverage your unique talents effectively.
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Senior Financial Analyst
F4413 Franklin Templeton Global Investors Limited
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