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About the Role

The Financial Planning & Analysis (FP&A) team serves as a strategic finance partner, delivering financial reporting, forecasting, planning, and strategic analysis to aid senior leadership in informed decision-making. This role offers exposure to senior leadership, high-impact projects, and key business decisions within a collaborative environment.

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.
• 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.
• 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.

Requirements

• 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.

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.
• 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.

Location

• New York, NY

Work Type

• Hybrid (3 days per week in office)

Experience Level

• 5+ years of experience

Education Level

• Bachelor’s degree in Business, Finance, Accounting, Economics, or similar field.

Salary/Compensations

• $160,000 - $180,000

Benefits

• Annual discretionary bonus
• 401(k) plan with a generous match
• Recognition rewards
• Comprehensive healthcare options
• Insurance
• 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)
• Motivational wellbeing program
• Three weeks of PTO in your first year
• Competitive medical, dental, and vision insurance
• 401(k) plan with an 85% company match on pre-tax and/or Roth contributions, up to IRS limits
• Employee Stock Investment Plan (ESIP) with discounted share purchase opportunities
• Learning Education Assistance Program (LEAP)
• Opportunity to purchase company funds with no sales charge

About the Company

• 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.

Equal Opportunity

• 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.