Financial Analyst
Financial Analyst
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.
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, forecasting and ad-hoc tasks.
The 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.
What are the ongoing responsibilities of Financial Analyst?
- Report and analyze the Income Statement, including revenues, expenses, and the Balance Sheet
- Analyze actual versus budget and period-over-period results and provide thorough and robust variance analysis, commentary and talking points
- Develop monthly and quarterly projections and annual revenue and expense budgets
- Perform reconciliations, coordinate accruals and reclasses
- Report and analyze Headcount, including tracking headcount movement and the status of open positions
- Oversee Treasury related processes and reports
- 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
- Assist with various ad-hoc tasks, initiatives and projects
What ideal qualifications, skills & experience would help someone to be successful?
- 1-3 years of experience in a financial planning and analysis role or related field
- Solid in the following core finance functions: Accounting, Finance, Management Reporting, Budgeting and Forecasting, and Variance Analysis
- Advanced MS Excel - VBA and Power Query experience would be a plus
- MS Access and MS Power BI experience 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
- Very good organizational skills
- Self-reliance and self-discipline at work
- Fluent knowledge of English (spoken and written)
- Financial Services industry experience, specifically Asset Management experience 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.
By joining us, you will become part of a culture that focuses on employee well-being and provides multidimensional support for a positive and healthy lifestyle. We understand that benefits are at the core of employee well-being and may vary depending on individual needs. Whether you need support for maintaining your physical and mental health, saving for life’s adventures, taking care of your family members, or making a positive impact in your community, we aim to have them covered.
Learn more about the wide range of benefits we offer at Franklin Templeton
*Most benefits vary by location. Ask your recruiter about benefits in your country.
Franklin Templeton is an Equal Opportunity Employer. We are committed to providing equal employment opportunities to all applicants and existing employees, and we evaluate qualified applicants without regard to ancestry, age, color, disability, genetic information, gender, gender identity, or gender expression, marital status, medical condition, military or veteran status, national origin, race, religion, sex, sexual orientation, and any other basis protected by federal, state, or local law, ordinance, or regulation.
Franklin Templeton is committed to fostering a diverse and inclusive environment. If you believe that you need an accommodation or adjustment to search for or apply for one of our positions, please send an email to accommodations@franklintempleton.com. In your email, please include the accommodation or adjustment you are requesting, the job title, and the job number you are applying for. It may take up to three business days to receive a response to your request. Please note that only accommodation requests will receive a response.
