Business Solutions Data & Reporting Senior Analyst

Posted 2 Days Ago
Be an Early Applicant
Poznań, Wielkopolskie, POL
In-Office
1-1 Annually
Mid level
Financial Services
The Role
The Business Solutions Data & Reporting Senior Analyst will manage reference data, enhance reports and dashboards, ensure data quality, and collaborate with stakeholders to deliver reporting solutions.
Summary Generated by Built In

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 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 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!

About the department

The Franklin Templeton Investment Solutions (FTIS) Business Solutions Team drives innovation and efficiency across the organization. We focus on technical product management, business analysis and reporting, and process optimization to support growth. Our team collaborates closely, values knowledge sharing, and offers opportunities to work on impactful projects that shape the future of investment solutions.

How you will add value

Core Responsibilities:

  • You will manage and maintain the FTIS Reference Master data and reporting taxonomies.

  • You will build and enhance automated reports and Power BI dashboards.

  • You will support data quality through validation, testing, and issue resolution.

  • You will analyze assets under management, revenue, and cost datasets.

  • You will translate business requirements into clear reporting logic.

  • You will support data governance and long-term dataset consistency.

Process & Improvement

  • You will support recurring reporting cycles and delivery timelines.

  • You will automate manual reporting processes using Python and Power BI.

  • You will enhance internal reporting tools and data platforms.

  • You will prioritize and deliver reporting requests with the team.

Team & Collaboration

  • You will partner with stakeholders to understand reporting needs.

  • You will contribute to a collaborative and improvement-focused team

What will help you be successful in this role

Experience & Education:

  • 3+ years of relevant experience (or strong internships/projects)

  • Bachelor’s degree in Finance, Economics, Data Analytics, Computer Science, or a related field

Technical Skills (Key Focus):

  • Strong Power BI skills – building and managing dashboards (data modeling, DAX basics)

  • Very good Excel (Power Query)

  • Basic SQL knowledge

  • Experience working with financial data or reporting environments

Technical Skills (Nice to Have):

  • Familiarity with Python for data analysis or automation (e.g., pandas)

  • Exposure to data pipelines or automation tools

Soft Skills:

  • Strong analytical thinking and attention to detail

  • Ability to communicate insights clearly to both technical and non-technical stakeholders

  • Proactive mindset and willingness to learn

Examples of relevant experience or projects:
  • Built a Power BI dashboard visualizing business or financial data

  • Automated a reporting process using Python (e.g., pandas, APIs, data cleaning)

  • Created end-to-end data workflows (data extraction → transformation → visualization)

  • Worked with messy datasets and improved data quality or structure

  • Academic or personal projects involving data analysis and storytelling

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

Building teams with diverse skills, backgrounds, and experiences has always been important to us. Cultivating an inclusive culture where employees feel safe to share their voices is not only beneficial for our people, but also drives innovation and enables us to deliver better client outcomes. So, no matter your interests, lifestyle, or background, there’s a place for you at Franklin Templeton. We will provide you with tools, resources, and learning opportunities to help you excel in your career and personal life.

Hear more from our employees

We want our employees to be at their best. By joining us, you will connect with 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 staying physically and mentally healthy, saving for life's adventures, taking care of your family members, or making a positive impact in your community, we aim to have you covered. 

Learn more about the wide range of benefits we offer at Franklin Templeton in Poland

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.

Franklin Templeton is committed to maintaining an ethical, transparent, and accountable work environment, which contributes to the integrity and success of the organization. We encourage the reporting of any known or suspected violations of national as well as EU laws through appropriate reporting channels available internally and externally. We ensure that whistleblowers who report such breaches are protected from retaliation and provided with safe and confidential reporting mechanisms.

Please see the procedure below – both in Polish and English

Skills Required

  • 3+ years of relevant experience or strong internships/projects
  • Bachelor's degree in Finance, Economics, Data Analytics, Computer Science, or related field
  • Strong Power BI skills - building and managing dashboards
  • Very good Excel skills (Power Query)
  • Basic SQL knowledge
  • Experience working with financial data or reporting environments

Franklin Templeton Compensation & Benefits Highlights

The following summarizes recurring compensation and benefits themes identified from responses generated by popular LLMs to common candidate questions about Franklin Templeton and has not been reviewed or approved by Franklin Templeton.

  • Retirement Support Retirement programs include a 401(k) with employer matching, an Employee Stock Investment Plan, and financial wellness resources for long‑term savings. These elements indicate robust support for building long‑term financial security.
  • Healthcare Strength Medical, dental, and vision coverage are complemented by life, disability, and accident insurance and comprehensive wellness initiatives. Offerings such as vaccinations, screenings, and assistance programs reinforce broad health support.
  • Strong & Reliable Incentives Annual incentives and recognition programs operate within a pay‑for‑performance approach, and a “great bonus system” is described across roles. These mechanisms suggest consistent variable pay opportunities tied to performance.

Franklin Templeton Insights

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The Company
HQ: San Mateo, CA
11,198 Employees
Year Founded: 1947

What We Do

Franklin Resources, Inc. [NYSE:BEN] is a global investment management organization with subsidiaries operating as Franklin Templeton (www.franklinresources.com). The products, services, information and materials referenced in this site may not be available to residents in certain jurisdictions. Consult with an investment professional or contact your local Franklin Templeton office for more information. This site and the information contained herein is not intended to constitute an offer to sell or an invitation or solicitation of an offer to buy any product or service by Franklin Templeton. Nothing in this website should be construed as investment, tax, legal or other advice. All investments involve risks, including potential loss of principal. LinkedIn is owned by a third party unaffiliated with us. We are not responsible for LinkedIn’s privacy, security, or terms of use policies that control this service, nor their content, software, or tools (or those of any third party’s) that are available through links from this page. You use any third-party site/media, software and materials at your own risk. US readers: This material is being distributed in the U.S. by Franklin Distributors, LLC. Member FINRA/SIPC and only offers U.S. registered Franklin Templeton products. View our Terms and Conditions at: https://www.franklintempleton.com/help/social-media-guidelines/linkedin-guidelines Non-US readers: View our Terms and Conditions at https://www.franklinresources.com/resources/linkedin ©2022 Franklin Templeton. All rights reserved.

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