May 20, 2019

Sr. Financial Analyst

  • Franklin Templeton Investments
  • Rancho Cordova, CA, USA
Full time Accounting Consultant Finance Management

Job Description

Responsibilities include:

Budget & Expense Management

  • Timely issuance of recurring US Advisory Services (USAS) business unit reporting and commentary/highlight trends to senior management team and other governance teams, including Budget Dashboards and MOR talking points.
  • Timely reporting for Global Marketing Services (GMS) and Global Product Strategy (GPS) to also include Budget Dashboards, MOR talking points, and Market Data Service Schedules.
  • Monitor and evaluate USAS, GMS and GPS budgets to actual performance. Provide monthly variance and trend reporting to division heads and their direct reports.
  • Assist in the preparation of the annual budgets, quarterly contingency funding materials and monthly LOB transfer requests for USAS, GMS, and GPS.
  • Expense performance metric and sales channel reporting.
  • Preparation of the 529 Quarterly budget reports.

Business Planning

  • Track and report on strategic business initiatives for USAS.
  • Assist with the development of the USAS commitment pack process and other business plans by working with senior management.
  • Assist with the management of the annual IPP process as it pertains to senior management and external sales.
  • Identify and analyze key performance metrics and trends for reporting purposes.

Cost Allocations

  • Ensure cost allocation methodologies for USAS, GMS and GPS are current.  Host regular discussions with senior leaders to ensure percentages are up to date.  Submit any necessary revisions.
  • Lead TCO quarterly refresh USAS, GMS and GPS.

Teamwork and Business Partnership across USAS, GMS & GPS

  • Live out the corporate values, including building relationships and working with integrity.
  • Work proactively within our team and with other teams and departments.
  • Actively support business leads and department heads in offering support and guidance. 
  • Serve as an excellent business partner in serving the needs of others in understanding the cost allocation and profitability of NAAS and GAS.
  • Establish, implement and maintain best practices related to the expense, budget, and cost allocation processes.

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