Susan Graham
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Susan Graham Email & Phone Number

Senior Financial Analyst at Franklin Templeton at Franklin Templeton
Location: Norwood, Massachusetts, United States 10 work roles 2 schools
1 work email found @putnam.com LinkedIn matched
✓ Verified Jun 2026 4 data sources Profile completeness 86%

Contact Signals · 1 work email

Work email s****@putnam.com
LinkedIn Profile matched
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Current company
Franklin Templeton
Role
Senior Financial Analyst at Franklin Templeton
Location
Norwood, Massachusetts, United States
Company size
11605 employees

Who is Susan Graham? Overview

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Quick answer

Susan Graham is listed as Senior Financial Analyst at Franklin Templeton at Franklin Templeton, a company with 11605 employees, based in Norwood, Massachusetts, United States. AeroLeads shows a work email signal at putnam.com and a matched LinkedIn profile for Susan Graham.

Susan Graham previously worked as Senior Financial Analyst at Franklin Templeton and Manager FP&A at Putnam Investments. Susan Graham holds Master'S Degree, Finance from Northeastern University.

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Email format at Franklin Templeton

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{first}_{last}@putnam.com
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AeroLeads found 1 current-domain work email signal for Susan Graham. Compare company email patterns before reaching out.

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Profile bio

About Susan Graham

Accomplished Senior Director of Finance & Strategy dedicated to providing business partners with accurate and timely data in which to make informed decisions to achieve business goals. Successfully led large complex businesses through detailed annual and multi-year planning cycles to formulate expense and workforce plans that meet long term goals. Respected leader and trusted advisor who seeks proactive opportunities to develop strong relationships with business partners, foster collaborative teams, and coach others through financial planning procedures. • Developed and continuously improved planning models to incorporate new and changing requirements to meet the needs of all stakeholders. • Streamlined and centralized monthly reporting to meet best practices and create financial discipline.• Fostered supportive team culture of accountability and shared success.• Supported the development and reporting of KPIs to measure business unit performance.• Trained and mentored staff and partners on Finance procedures.• Methodical learner who can work independently and meet deadlines.• Comfortable in changing environment.SKILLS• Financial Planning & Analysis • Controllership • Financial Reporting• P&L Management • Change Management • Problem Resolution• SAP• Hyperion Essbase• Anaplan• Microsoft Excel, Word, and PowerPoint • Project Cost Accounting • SOP-98 (IUS) Software Capitalization • R&D Tax Credit • Agile methodologyContact Info:Susan.Graham99@yahoo.com

Current workplace

Susan Graham's current company

Company context helps verify the profile and gives searchers a useful next step.

Franklin Templeton
Franklin Templeton
Senior Financial Analyst at Franklin Templeton
san mateo, california, united states
Website
franklinresources.com
Employees
11605
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Company profile
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10 roles · 38 years

Susan Graham work experience

A career timeline built from the work history available for this profile.

Manager Fp&A

Putnam Investments

Boston, Massachusetts, United States

FP&A support for Digital Technology and Telecommunications teams.

Jan 2022 - Jan 2024

Senior Finance Director, Fidelity Institutional Central Shared Finance & Strategy

Fidelity Investments
  • Led Finance and Strategy activities for: Fidelity Institutional (FI) and Fund and Brokerage Operations & Technology organizations (FBOT), as a member of the FI shared services Finance team.
  • Coordinated and consolidated annual and multi-year expense and resource plans for FBOT organization for submission to Corporate Finance. Assisted business unit Finance teams with their plan submission and documented.
  • Coordinated and consolidated annual and multi-year expense and resource plans for FBOT organization for submission to Corporate Finance. Assisted business unit Finance teams with their plan submission and documented.
  • Created financial views for Annual and MYP presentations for Executive review. Collaborated with FBOT CFO and team, FBOT Strategy, and Corporate Communications teams to complete presentations and ensure data consistency.
  • Created Quarterly Executive Scorecard Reporting for FBOT Senior Management team.
  • Collected and maintained reporting for $320M+ Technology Development spend for two large organizations (FI and FBOT). Included views of spend based on strategic objectives, individual business unit spend, new vs..
Oct 2018 - Apr 2020

Senior Finance Director, Fidelity Brokerage Technology

Fidelity Investments
  • Managed the annual external expense budget, and periodic change control process for Fidelity Brokerage Technology including coordination with multiple business partners to set parameters for future planning. Including.
  • Created the annual inter-company… Show more Managed the annual external expense budget, and periodic change control process for Fidelity Brokerage Technology including coordination with multiple business partners to.
  • Created the annual inter-company billing plan by technology category (Core & Maintenance, Development, Overhead, and Governance) and customer.
  • Validated monthly billing process for FBT. Processed adjustments and communicated month over month variances with business partners.
  • Summarized and analyzed discretionary technology spend to determine progress, risks to completion, and input to business cases.
  • Delivered monthly reporting, including expense, headcount, and technology spend for the FBT CIO, CFO, Division heads and other business partners.
Oct 2004 - Sep 2018

Financial Analyst - Finance Director, Fidelity Brokerage Company Technology

Fidelity Investments
  • FP&A Support for Fidelity Brokerage Technology.
Jun 1998 - Sep 2004

Brokerage Senior Trader, Fidelity Personal Investments

Fidelity Investments
  • Assisted customers with trading and services inquiries.
  • Assisted team of brokerage trading representatives with customer escalations and trading error research.
  • Managed team participation in marketing goals.
  • Managed specialty trading gate for Self Directed Brokerage participants.
  • Held Series 7, 6, and 63 licenses.
Jun 1995 - May 1998

Mutual Fund Accountant, Fidelity Pricing And Cash Management Services

Fidelity Investments
Aug 1993 - May 1995

Assistant To The Executive Director

Massachusetts Seat Belt Coalition
1988 - 1991 ~3 yrs
Team & coworkers

Colleagues at Franklin Templeton

Other employees you can reach at franklinresources.com. View company contacts for 11605 employees →

GT Grace Thibble Grace Thibble Colleague at Franklin TempletonOntario, Canada, Canada View → RR Ramakrishnan Ramalingam Ramakrishnan Ramalingam Colleague at Franklin TempletonChennai, Tamil Nadu, India, India View → RM Rekha Marda Rekha Marda Colleague at Franklin TempletonSan Mateo, California, United States, United States View → EW Elizabeth W. Folk Folk Elizabeth W. Folk Folk Colleague at Franklin TempletonClearwater, Florida, United States, United States View → ST Satya Teki Satya Teki Colleague at Franklin TempletonMedak, Telangana, India, India View → RB Rick Bihrle Rick Bihrle Colleague at Franklin TempletonSherborn, Massachusetts, United States, United States View → MS Min Sung Shin Min Sung Shin Colleague at Franklin TempletonSeoul, South Korea, Korea, Republic Of View → ET Eileen Thomson Eileen Thomson Colleague at Franklin TempletonEdinburgh, Scotland, United Kingdom, United Kingdom View → TS Tim Swindells Tim Swindells Colleague at Franklin TempletonWest Jordan, Utah, United States, United States View → IC Isabella Chan Isabella Chan Colleague at Franklin TempletonHong Kong, Hong Kong SAR, Hong Kong View →
2 education records

Susan Graham education

FAQ

Frequently asked questions about Susan Graham

Quick answers generated from the profile data available on this page.

What company does Susan Graham work for?

Susan Graham works for Franklin Templeton.

What is Susan Graham's role at Franklin Templeton?

Susan Graham is listed as Senior Financial Analyst at Franklin Templeton at Franklin Templeton.

What is Susan Graham's email address?

AeroLeads has found 1 work email signal at @putnam.com for Susan Graham at Franklin Templeton.

Where is Susan Graham based?

Susan Graham is based in Norwood, Massachusetts, United States while working with Franklin Templeton.

What companies has Susan Graham worked for?

Susan Graham has worked for Franklin Templeton, Putnam Investments, Fidelity Investments, and Massachusetts Seat Belt Coalition.

Who are Susan Graham's colleagues at Franklin Templeton?

Susan Graham's colleagues at Franklin Templeton include Grace Thibble, Ramakrishnan Ramalingam, Rekha Marda, Elizabeth W. Folk Folk, and Satya Teki.

How can I contact Susan Graham?

You can use AeroLeads to view verified contact signals for Susan Graham at Franklin Templeton, including work email, phone, and LinkedIn data when available.

What schools did Susan Graham attend?

Susan Graham holds Master'S Degree, Finance from Northeastern University.

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