Informacje o stanowisku

Social network you want to login/join with:

F4418 Franklin Templeton Investments Poland Sp. z o. o.

Location:

Job Category:

Other

EU work permit required:

Yes

Job Reference:

4f83f5dc5e41

Job Views:

18

Posted:

23.01.2025

Expiry Date:

09.03.2025

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 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 companys extensive budgetary efforts, in addition to normal management reporting; financial analysis and ad-hoc tasks.

Responsibilities of a Senior Financial Analyst:

1. Report and analyze the Income Statement, including revenues and expenses, and the Balance Sheet
2. Analyze actual versus budget and period-over-period results and provide thorough and robust variance analysis, commentary and talking points
3. Develop the monthly and quarterly projections and annual revenue and expense budgets
4. Perform reconciliations, coordinate accruals and reclasses
5. Produce, review and analyze Key Metrics and Dashboards
6. Monitor, review and analyze expenses and allocations
7. Review and improve existing processes with the goal being continuous improvement
8. Report and analyze Headcount, including tracking headcount movement and the status of open positions
9. Oversee Treasury related processes and reports
10. Assist with various ad-hoc tasks, initiatives and projects
11. Maintain chart of accounts and management reporting distribution lists
12. Develop and maintain process documentation, including SOPs, guidelines and checklists for all processes and reports
13. Assist with regulatory reporting & analysis, reviews/examinations, and internal/external audits

Qualifications, skills and experience:

1. 3-5+ years of experience as a Financial Analyst / Senior Financial Analyst
2. Solid in the following core finance functions: Accounting, Finance, Management Reporting, Budgeting and Forecasting, and Variance Analysis
3. Good knowledge of MS Excel with VBA and Power Query experience
4. Good knowledge MS Power BI
5. Knowledge of MS Access would be a plus
6. Strong analytical skills with a keen eye for details
7. Strong problem-solving skills
8. Ability to take initiative and work independently
9. Self-reliance and self-discipline at work
10. Excellent verbal and written communication skills
11. Very good organizational skills
12. Fluent knowledge of English (spoken and written)
13. 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 lifes 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.

Poznań - Oferty pracy w okolicznych lokalizacjach