Senior Revenue Analyst

Franklin Templeton • San Mateo, CA

14h • Hybrid

About The Position

At Franklin Templeton, we’re advancing our industry forward by developing new and innovative ways to help our clients achieve their investment goals. Our dynamic 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 provide opportunities to help you reach your potential while helping our clients reach theirs. Come join us in delivering better outcomes for our clients around the world! FP&A Investment Management Support is part of the broader FP&A organization. This highly visible, strategic team partners closely with departments across the firm to improve financial transparency, explain performance drivers, and enable data‑driven decision‑making across the Investment Management teams. This dynamic role embodies and demonstrates Franklin Templeton’s values of putting clients first, building strong partnerships, delivering high‑quality results, and operating with integrity. Senior Revenue Analyst Responsibilities The Senior Revenue Analyst is responsible for Effective Fee Rate (EFR) analysis and building the data foundation required to understand and explain revenue behavior. This is not a traditional FP&A role focused on budgeting and forecasting. Instead, it is a deeply analytical, technology‑leaning position centered on large datasets, identifying trends and anomalies, and building scalable tools and frameworks to support ongoing revenue analysis. This role is ideal for someone who enjoys solving ambiguous problems, working deep in data, and building analytical solutions rather than relying on manual processes.

Requirements

• Bachelor’s degree in Finance, Accounting, Economics, Data Analytics, or a related analytical field
• 3–6 years of experience in FP&A, corporate finance, or similar analytical roles
• Strong experience working with large datasets and complex data models
• Demonstrated ability to identify trends, explain variances, and perform root‑cause analysis
• Experience designing or building analytical tools, models, or dashboards
• Advanced proficiency in Excel, Power BI (or similar data visualization tools), and financial modeling
• Technology‑forward mindset with an interest in automation and scalable solutions
• Strong communication skills with the ability to explain complex analytical findings to non‑technical stakeholders

Nice To Haves

• Experience with financial systems or data platforms (e.g., Workday, Adaptive, or equivalent tools) is a plus

Responsibilities

• Own end‑to‑end Effective Fee Rate (EFR) analysis , including identifying key drivers, trends, and anomalies across products, strategies, and investment managers.
• Build and maintain financial models, dashboards, and visualizations to effectively communicate trends and key performance indicators.
• Design and develop analytical tools to support revenue variance calculations, EFR diagnostics, and issue identification.
• Work extensively with large, complex datasets, developing repeatable and scalable analytical approaches.
• Lead and support product revenue and attribution initiatives and cross‑functional projects to improve revenue transparency, strengthen financial reporting, and support timely business decision‑making.
• Analyze and explain revenue variances by performing root‑cause analysis and identifying underlying data, system, or process drivers.
• Identify, track, and help remediate incorrect or inconsistent revenue postings in partnership with Accounting, Technology, and upstream data owners.
• Serve as a business partner by communicating complex financial concepts with clarity and appropriate context.
• Continuously improve revenue analytics through automation, enhanced tooling, and improved data structures.
• Support management reporting by clearly communicating EFR drivers, risks, and emerging issues.

Benefits

• Franklin Templeton offers employees a competitive and valuable range of total rewards—monetary and non-monetary — designed to support their well-being and recognize their time, talents, and results.
• Along with base compensation, employees are eligible for an annual discretionary bonus, a 401(k) plan with a generous match, and recognition rewards.
• We also offer a comprehensive benefits package, which includes a range of competitive healthcare options, insurance, and disability benefits, employee stock investment program, learning resources, career development programs, reimbursement for certain education expenses, paid time off (vacation / holidays / sick / leave / parental & caregiving leave / bereavement / volunteering / floating holidays) and a motivational wellbeing program.
• Three weeks paid time off the first year
• Medical, dental and vision insurance
• 401(k) Retirement Plan with 85% company match on your pre-tax and/or Roth contributions, up to the IRS limits
• Employee Stock Investment Program
• Tuition Assistance Program
• Purchase of company funds with no sales charge
• Onsite fitness center and recreation center
• Onsite cafeteria

What This Job Offers

• Job Type: Full-time
• Career Level: Mid Level