Intern - Financial Planning & Analysis

Intern - Financial Planning & Analysis

Poznań

Fiduciary Trust International is a premier investment and wealth management firm with a commitment to growing and protecting wealth across generations. We offer a dynamic and collaborative approach to managing wealth for high-net-worth and ultra high-net-worth individuals and families, family offices, endowments, foundations, and institutions. Unlike other firms, our investment managers, tax and estate planning professionals work together to develop holistic strategies to optimize clients’ portfolios while mitigating the impact of taxes on their wealth. As a fiduciary, the guidance we provide is always in the best interests of our clients, without conflict or competing benefits. We offer boutique customization and deep expertise in specialized investment, tax and planning strategies alongside sophisticated technology and custody platforms.

Fiduciary Trust International is owned by Franklin Templeton, a diversified firm that spans asset management, wealth management, and fintech, giving us many ways to help investors make progress toward their goals. With clients in over 150 countries and offices on six continents, you’ll get exposed to different cultures, people, and business development happening around the world.

What is Financial Planning & Analysis Team responsible for?

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.

As an intern, you will play a key role in our annual budget process. Your responsibilities will include assisting, producing, and supporting the team during meetings with senior management to discuss expenses, consolidating departmental budgets, uploading, and troubleshooting Adaptive budgeting system.

Additionally, you will collaborate with permanent staff in their day-to-day FP&A work, ensuring timely and accurate completion of assigned tasks and incoming requests. These tasks may involve revenue and expenses variance analysis, production of management reports for our Operating Committee and various Board of Directors, documentation of existing processes, and Headcount reporting.

What are the ongoing responsibilities of an Intern?

Support team in expense/revenue budgeting
Uploading and troubleshooting Adaptive (budgeting system)
Developing departmental budget reviews
Analyzing Expenses (including variance analysis and trend analysis)
Reporting the Income Statement, including revenues, expenses, and the Balance Sheet
Developing and maintaining process documentation

What ideal qualifications, skills & experience would help someone to be successful?

Current student status (4th or 5th year)
Availability to work 25-30 hours per week
Accounting/Finance/Economics background
Fluent knowledge of English (spoken and written)
Keen interest in developing a career in financial services
Strong Excel skills, with ability to manipulate data
Attention to detail
Strong analytical skills
Very good organizational skills
Strong work ethic
Knowledge of MS Access, and MS Power BI would be a plus

Experience our welcoming culture and reach your professional and personal potential!

Our culture is shaped by our diverse global workforce and strongly held core values. Regardless of your interests, lifestyle, or background, there’s a place for you at Franklin Templeton. We provide employees with the tools, resources, and learning opportunities to help them excel in their career and personal life.

Przewodnik "Kariera w finansach i bankowości"

Przewodnik "Kariera w finansach i bankowości"

Przewodnik "Kariera w finansach i bankowości"

Przewodnik "Kariera w finansach i bankowości"

Intern - Financial Planning & Analysis