Financial Analyst

Jesteśmy globalną organizacją inwestycyjną, a zarazem liderem w zarządzaniu aktywami, działającą na rynku jako Franklin Templeton. Nasza główna siedziba zlokalizowana jest w San Mateo (Kalifornia), a nasze oddziały i wspierające nas spółki zależne znajdują się w 35 krajach. Świadczymy usługi i rozwiązania inwestycyjne w ponad 150 państwach na całym świecie.

Financial Analyst

The Budgeting, Forecasting, and Decision Support team is part of the larger FP&A group and is a highly visible strategic finance team that works collaboratively with Legal & Compliance, Internal Audit, and other departments across the firm to communicate financial results to internal and external stakeholders. This dynamic role embodies and demonstrates the Franklin Templeton values of putting clients first, building relationships, achieving quality results and working with integrity.

Working with us, you will be responsible for:

• Support the budget, planning, and reforecast process while ensuring understanding and alignment across the broader business teams.
• Regular interaction with leaders communicating financial performance and problem solving.
• Help prepare financial models and perform ad-hoc analyses to improve leaders decision-making tools and process.
• Provide a blend of financial reporting, variance, and trend analysis for multiple business units. Create monthly reforecast projections, create and track KPI’s and additional metrics.
• Improve workflows for FP&A activities through process improvement/automation.
• Participate in the development of Power Bi reporting and analytics.
• Contribute to team goals, communicate recommendations, and foster innovation and creativity for process improvements to our financial processes and procedures.
• Participate and complete special projects as needed.

We are looking for candidates who:

• A successful Financial Analyst in this role is initiative-taking, pro-active, detail focused, an exceptional communicator and driven to produce accurate results.
• Bachelor’s Degree in Business, Finance, Accounting, or related field.
• At least 2 years’ experience in a Corporate setting.
  Demonstrates ability to take initiative and partner with peers and other teams.
• Experience with corporate budgeting, forecasting and the ability to independently structure and develop analyses and presentations.
• Professional understanding of accounting and finance concepts including KPIs.
• Experience with data analysis systems (Adaptive Planning).
• Knowledge of data management techniques to facilitate data visualization analysis and dashboard design (Power BI, Excel, Adaptive Planning Office Connect, etc.).
• Knowledge of business desktop applications (Workday, MS Outlook, Word, PowerPoint)
• Advanced knowledge of MS Excel (formulas, pivot tables, charts, and graphs).

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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Cenimy rodziców. Są ważną częścią różnorodnej i inkuzywnej kultury Franklin Templeton. Dlatego staramy się zapewnić wielowymiarowe wsparcie tak, by mogli spełniać się w swoich życiowych rolach.