At Franklin Templeton, we’re driving our industry forward by developing new and innovative ways to help our clients achieve their investment goals. Our dynamic and diversified firm spans asset management, wealth management, and fintech, offering many ways to help investors make progress toward their goals. Our talented teams working around the globe bring expertise that’s both broad and unique. From our welcoming, inclusive, and flexible culture to our global and diverse business, we offer opportunities not only to help you reach your potential but also to contribute to our clients’ achievements.
Come join us in delivering better outcomes for our clients around the world!
About the department The Financial Planning & Analysis (FP&A) Technology team builds and operates the company’s Enterprise Performance Management (EPM) and reporting platforms that power planning, forecasting, cost allocation, profitability, and insight. Engineers, analysts, and product‑minded specialists partner with Global Finance and Technology, working in Agile sprints to prioritize backlogs and deliver releases. You will join a collaborative, high‑ownership environment with global exposure, modern Business Intelligence (BI) and Artificial Intelligence (AI) tools, and clear opportunities to deepen finance‑tech expertise and influence enterprise outcomes.
Key responsibilities:
EPM platform ownership & FP&A enablement:
Administer, configure, and enhance FP&A/EPM platforms (security, metadata, hierarchies, models, versions, validations).
Design and maintain planning and forecasting models within Adaptive Planning, supporting multiple different functions: Corporate and functional Opex; Headcount and compensation planning; Cost allocation and profitability by business line, investment platform, or legal entity.
Design & maintain reporting systems including Oracle Essbase – Multi‑Dimensional AUM (Assets Under Management) reporting; Power BI – Planning/Forecasting/AUM business‑intelligence dashboarding.
Build and support dashboards and management reports leveraging Workday Office Connect and Oracle Smart View for Excel‑based reporting for FP&A and Finance leadership.
Administer and support Business Intelligence platforms (primarily Power BI), including user access, security, and platform maintenance
Partner with Finance and Technology teams to resolve data, application and infrastructure issues impacting business processes
Continuously identify opportunities to simplify, automate, or standardize FP&A processes through use of AI, system enhancements, data model optimization, or improved reporting and analytics.
Data & Integration Management:
Partner with ERP, HR, and data platform teams to manage inbound/outbound integrations into FP&A systems.
Ensure data completeness, reconciliation, and variance analysis across actuals, forecasts, and plans.
Support complex financial data sets common in asset management environments (multi‑entity, global cost structures, shared services).
Delivery & Stakeholder Partnership:
Work within an Agile delivery model, contributing to backlog prioritization, creating and managing user stories, sprint execution, UAT, and releases.
Partner with Corporate FP&A and functional Finance teams to translate business requirements into scalable, sustainable system solutions.
Lead problem definition and solution design for complex FP&A use cases, including those with ambiguous or incomplete requirements, by identifying root causes, evaluating trade‑offs, and recommending pragmatic, scalable system solutions.
Coordinate with external vendors and implementation partners on enhancements and roadmap initiatives.
Controls, Governance & Reliability:
Design and operate FP&A technology solutions in alignment with SOX / IT General Controls (security, change management, access controls).
Support financial close, forecast, and budget cycles with high system availability and performance.
Maintain documentation, SOPs, and training materials to support global users.
Proactively diagnose data quality, performance, or process issues within FP&A platforms, performing root‑cause analysis and driving resolution in partnership with Finance, Technology, and vendors.
7–10 years in financial systems, FP&A technology, or EPM.
Proven partnership with Corporate Finance and FP&A teams.
Strong FP&A knowledge in asset or investment management.
Agile or iterative delivery experience.
Industry background in asset or wealth management is preferred.
Certifications: CA, CMA, CFA, MBA, or EPM vendor.
Technical Skills:
Workday Adaptive Planning or comparable EPM tools (Anaplan, Hyperion, OneStream, Tagetik).
Financial consolidation, cost allocation, and profitability modelling.
Power BI administration, data modelling, security, and maintenance.
Dashboard and report design for FP&A and operations.
Oracle Essbase and Tableau; Structured Query Language (SQL) proficiency.
AI fluency with Copilot and workflow agents.
Workday Financials, ERP, HR systems; SOX and ITGC familiarity.
Soft Skills:
Clear communicator across Finance, Technology, and business stakeholders.
Comfortable with global, cross‑functional collaboration.
Self‑directed, accountable, and team‑oriented.
Continuous improvement mindset focused on scale and automation.
Strong problem solver with practical, balanced decision‑making.
Job Level - Individual Contributor
Work Shift Timings - 2:00 PM - 11:00 PM IST
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.
Hear more from our employees
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.
Highlights of our benefits include:
Professional development growth opportunities through in-house classes and over 150 Web-based training courses
An educational assistance program to financially help employees seeking continuing education
Medical, Life and Personal Accident Insurance benefit for employees. Medical insurance also cover employee’s dependents (spouses, children and dependent parents)
Life insurance for protection of employees’ families
Personal accident insurance for protection of employees and their families
Personal loan assistance
Employee Stock Investment Plan (ESIP)
12 weeks Paternity leave
Onsite fitness center, recreation center, and cafeteria
Transport facility
Child day care facility for women employees
Cricket grounds and gymnasium
Library
Health Center with doctor availability
HDFC ATM on the campus
Learn more about the wide range of benefits we offer at Franklin Templeton
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 [email protected]. 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.
