Franklin Templeton

Strategic Initiatives Specialist – Executive Reporting, Business Management

Franklin Templeton

full-time

Posted on:

Location Type: Hybrid

Location: St. Petersburg • Connecticut • Florida • United States

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Salary

💰 $75,000 - $100,000 per year

About the role

  • Own and drive cross-functional initiatives from kick-off to completion
  • Translate strategic priorities into clear plans, timelines, deliverables, and success metrics
  • Act as the connective tissue across stakeholders, ensuring follow-ups happen
  • Prepare and facilitate working sessions and program meetings, including agendas, notes, action items, and next steps
  • Build and evolve executive-ready reports, dashboards, and presentations
  • Define, track, and analyze KPIs and operational metrics
  • Turn data into insight by identifying trends, risks, and opportunities
  • Continuously assess workflows and processes to identify opportunities to streamline, automate, and improve
  • Draft clear, concise updates, status reports, and leadership communications

Requirements

  • 3+ years in project management, business operations, or data and analytics
  • Bachelor’s degree in business, analytics, information systems, communications, or related field
  • Experience with AI-enabled tools, modern productivity platforms and data & report building tools
  • Strong reporting, dashboarding, and presentation skills
  • Proficiency with Microsoft Suite including Excel, PowerPoint, Power BI and other collaboration tools
  • Proactive, self-directed, and improvement-oriented mindset
  • Strong organization and attention to detail
Benefits
  • Annual discretionary bonus
  • 401(k) plan with a generous match
  • Comprehensive healthcare options
  • Insurance and disability benefits
  • Employee stock investment program
  • Learning resources and career development programs
  • Reimbursement for certain education expenses
  • Paid time off (vacation / holidays / sick / leave / parental & caregiving leave / bereavement / volunteering / floating holidays)
  • Motivational wellbeing program
Applicant Tracking System Keywords

Tip: use these terms in your resume and cover letter to boost ATS matches.

Hard Skills & Tools
project managementdata analysisKPI trackingreport buildingdashboardingpresentation skillsworkflow assessmentprocess improvementautomation
Soft Skills
organizational skillsattention to detailproactive mindsetself-directedcommunication skills