Strefa Klienta
Senior Financial Analyst
At Franklin Templeton, everything we do is focused on one thing – delivering better client outcomes. We do that by partnering closely with our clients, assessing their strategic needs, and identifying the solution or solutions that can meet the challenge. Over 12,000 employees working in 34 countries around the world are dedicated to servicing investment solutions for our clients in more than 160 countries. For more than 70 years our success has been a direct result of the talent, skills and persistence of our people, and we are looking for qualified candidates to join our team.
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.
Working with us, you will be responsible for:
- Report and analyze the Income Statement, including revenues and expenses, and the Balance Sheet
- Report and analyze Headcount, including tracking headcount movement and the status of open positions
- Oversee Treasury related processes and reports
- 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
- Monitor, review and analyze expenses and allocations
- Produce, review and analyze Key Metrics and Dashboards
- Perform reconciliations, coordinate accruals and reclasses
- 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.)
- 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
We are looking for candidates who:
- 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
- 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
- Excellent verbal and written communication skills
- Fluent knowledge of English (spoken and written)
- Very good organizational skills
- Self-reliance and self-discipline at work
- Financial Services industry experience, specifically Asset Management experience would be a plus
We guarantee:
- Possibility to develop your career in a global environment
- Attractive location in the center of Poznań (New Market)
- Private Healthcare and Life Insurance
- Office gym
- MultiSport Program or MultiSport Cafeteria
- Investment Programs
- Learning resources (LinkedIn Learning, online and in-person trainings)
- Recommendation program (Employee Referral Network)
- Friendly and supportive working environment
- Participation in international projects
- Possibility to lead or support charity events
- Onsite kindergarten and creche
- Onsite canteen, discounted prices
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