Senior Financial Analyst

1 miesiąc temu

Poznań, Polska F4418 Franklin Templeton Investments Poland Sp. z o. o. Pełny etat

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 Fiduciary FP&A team responsible for?

We’re currently looking for a Senior Financial Analyst to join Fiduciary FP&A team in Poznan.

The responsibilities of the team include the management and supervision of the company's extensive budgetary efforts, in addition to normal management reporting; financial analysis and ad-hoc tasks.

The Senior Financial Analyst’s major responsibilities would include producing management reports for our Operating Committee and various Board of Directors, analyzing actual versus budget, providing thorough and detailed variance analysis and commentary, budgeting and forecasting, reconciliations, and assisting on various ad-hoc tasks and projects.

What are the ongoing responsibilities of a Senior Financial Analyst?

Report and analyze the Income Statement, including revenues and expenses, and the Balance Sheet

Analyze actual versus budget and period-over-period results and provide thorough and robust variance analysis, commentary and talking points

Develop the monthly and quarterly projections and annual revenue and expense budgets

Perform reconciliations, coordinate accruals and reclasses

Produce, review and analyze Key Metrics and Dashboards

Monitor, review and analyze expenses and allocations

Review and improve existing processes with the goal being continuous improvement (e.g. performing root cause analysis and fixing issues at the source, eliminating or minimizing manual work and/or work-arounds, reengineering, automation, etc.)

Report and analyze Headcount, including tracking headcount movement and the status of open positions

Oversee Treasury related processes and reports

Assist with various ad-hoc tasks, initiatives and projects

Maintain chart of accounts and management reporting distribution lists

Develop and maintain process documentation, including SOPs, guidelines and checklists for all processes and reports

Assist with regulatory reporting & analysis, reviews/examinations, and internal/external audits

What qualifications, skills and experience would help someone to be successful?

3-5+ years of experience as a Financial Analyst / Senior Financial Analyst

Solid in the following core finance functions: Accounting, Finance, Management Reporting, Budgeting and Forecasting, and Variance Analysis

Good knowledge of MS Excel with VBA and Power Query experience

Good knowledge MS Power BI

Knowledge of MS Access would be a plus

Strong analytical skills with a keen eye for details

Strong problem-solving skills

Ability to take initiative and work independently

Self-reliance and self-discipline at work

Excellent verbal and written communication skills

Very good organizational skills

Fluent knowledge of English (spoken and written)

Financial Services industry experience, specifically Asset Management experience would be a plus

Experience our welcoming culture and reach your professional and personal potential

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. 

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.

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