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Financial Analyst

  • Wymiar czasu: pełny
  • lokalizacja: Poznań
  • Data ważności oferty: 13.05.2018
Franklin Templeton

Franklin Templeton Investments remains a leading global investment management organization for more than 65 years thanks to our greatest assets – our employees. With over 9,000 employees working in 35 countries around the world to service over 240 financial products, we offer an exceptional range of diverse career options. Our corporate values reflect the best of our employees. We believe in putting clients first, building relationships, achieving quality results, and working with integrity. We strive to bring a balance of work and life to our employees.

Financial Analyst

Location: Poznań

Working with us, you will be responsible for:

The Financial Analyst’s major responsibilities would include producing management reports for our Operating Committee and various Board of Directors, analyzing actual versus budget and period-over-period results, providing thorough and detailed variance analysis and commentary, budgeting and forecasting, reconciliations, and assisting on various ad-hoc tasks and projects. This individual will be a liaison and primary point of contact for business leaders in our Market, Product, and/or Functional departments.

The role requires a solid background in accounting and finance, including knowledge of the Income Statement and Balance Sheet, a strong analytical mind-set, process-orientation, and strong attention to detail. A strong work ethic that ensures accuracy and timeliness is also required. The candidate should have strong knowledge of MS Excel including vlookups, filters and pivot tables and be experienced and comfortable with working with big data. Knowledge of MS Access would be a plus. The role also requires effective communication skills in English, both oral and written.

Daily tasks:

Finance / Accounting / Treasury:

  • 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
  • Monitor, review and analyze expenses
  • Monitor, review and analyze allocations
  • Coordinate accruals and reclasses
  • Perform reconciliations
  • Maintain chart of accounts
  • Maintain management reporting distribution lists.

Budgeting & Forecasting:

  • Develop the annual revenue and expense budgets
  • Develop the quarterly revenue and expense forecasts.

Management Reporting:

  • Produce management reports accurately and timely. The reports are distributed to our Senior Management, Operating Committee, Board, and the Boards of various subsidiaries
  • Produce, review and analyze Key Metrics
  • Produce, review and analyze Dashboards
  • Analyze actual versus budget and period-over-period results and provide thorough and robust variance analysis, commentary and talking points.

We are looking for candidates who have:

  • 3-5 years of experience as a Financial Analyst / Senior Financial Analyst
  • Background in Accounting and/or Finance
  • Strong work ethic
  • Analytical mind-set
  • Team player
  • Process orientation
  • Advanced/Expert MS Excel skills including vlookups, filters, and pivot tables
  • Ability to work with big data
  • Strong attention to detail
  • English communication skills (both verbal and written)
  • Ability to work independently
  • Problem solver
  • Accounting and/or Finance related licenses and certifications would be a plus but not necessary
  • Knowledgeable in MS Access (creating and maintaining databases, tables, and queries) would be a plus but not necessary
  • Financial Services industry experience, specifically Asset Management experience would be a plus but not necessary.


We guarantee:

  • Local work with global perspective
  • Panoramic view on Malta Lake
  • Benefit package: medical insurance, Life Insurance, Assistance Package, Employee Assistant Program, MultisportCard, Staff investment program
  • Gym in the office
  • Work based on work-life balance concept
  • Work based on mutual trust and constant feedback
  • Possibility of being involved in local initiatives and social action projects

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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.

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