• Australia

Job Description:

Franklin Templeton is a leading global investment management organization due to the efforts of our greatest assets - our employees We have over 9,000 employees working in 60 offices around the world, servicing investment solutions for our clients in more than 150 countries We believe in our corporate values of putting clients first, building relationships, achieving quality results, and working with integrity Our people are dedicated to delivering strong results and exceptional service to clients, team members and business partners For over 70 years, our success has been a direct result of the talent, skills and persistence of our people

We are looking for a Lead Financial Reporting Analyst (full-time, permanent) to join the Global Fund Administration and Reporting (GFAR) team reporting to the Manager This role is based in Melbourne and is charged with enhanced service delivery to the clients of Franklin Templeton Services This is achieved through the supervision of functional requirements and work assignments that reflect a significant level of technical competence, substantial experience and understanding of Franklin Templeton products, processes and the Australian regulatory and taxation environment The function undertaken and the tasks completed will be completed efficiently, with the ability to work pro-actively and with a high degree of autonomy The incumbent will demonstrate a strong capacity to engage with business stakeholders internal and external to Franklin Templeton through efficient work practices A large part of the role will be oversight and management of outsourced service providers and building strong relationships therewith

This role is on a 38-hour work week full-time permanent position

What are the ongoing responsibilities of this position

Management and enhancement of required tasks and ensuring successful outcomes are delivered on all aspects of a designated group of funds/accounts for Australian Funds Ownership
Develop and monitor timetables to cover major reporting functions like distributions, quarter-end and year-end reporting
Identify, escalate product/process issues and aid the team to resolve or improvement processes going forward
Work closely with team members in other locations
Work globally to standardize internal and external reporting, such as board materials, TERs, yields, regulatory reporting and any other reporting we provide to our clients, as applicable per jurisdiction
Ensure all GFAR reporting meets internal and external stakeholder deadlines
Provide support and work effectively with other departments for on-boarding new products and other projects
Ensure proper oversight of service providers (eg registry, custody, administration, audit and tax)
Ensure timely completion of all financial audit requirements

What qualifications, skills and experience would help someone to be successful

University Degree in Accountancy or a related discipline
CA or CPA qualification or equivalent
At least 5 years post qualification experience in investment management operations, custodian bank, and fund administration
Experience with automated financial and investment management & operations systems
Thorough knowledge of investment management industry and securities markets in Australia and Asia including stock exchange and depository regulations and practices
Strong interpersonal & communication skills
Ability to engage and foster positive business relationship through efficient delivery of outcomes, collegiate involvement and empathetic appreciation of clients needs
Ability to manage tasks in multiple functions in a functional and geographical matrix organization
Ability to work independently and perform multiple tasks in a fast-paced, collegiate team environment
Ability to organize and prioritize workflow in a collegiate manner
Takes initiative and demonstrates ability to follow through
Displays client service and customer focus
Ability to analyse complex problems and propose feasible options for resolution
Ability to identify issues and appropriately escalate matters for senior management attention
Ability to communicate progress and escalate issues/requirement or matters for senior management
Knowledge of business desktop applications (ie Microsoft Word, Excel, PowerPoint, Access & Project, Windows, Visio, etc) required

What makes Franklin Templeton Investments unique

In addition to the dynamic and professional environment at Franklin Templeton, we strive to ensure that our employees have access to a competitive and valuable set of Total Rewardsthe mix of both monetary and non-monetary rewards provided to you in recognition for your time, talents, efforts, and results

We believe that being a good corporate citizen is good business To us, corporate citizenship means being accountable, serving our clients, being an employer of choice, managing our environmental impact, and supporting our communities An emphasis on corporate citizenship is embedded in our culture and values, and is an important element of how we achieve success

We are also committed to your learning and development with resources focused around Experience, Exposure, and Education, to help you achieve your professional development goals Take some time to, meet some of our people, and see what it means to say, I AM Franklin Templeton

Franklin Templeton Investments values diversity in its workforce and welcomes employees from different backgrounds, generations, capabilities, cultural identification, sexual orientations, and gender expression, in addition to other attributes that contribute to a truly diverse and inclusive community

Profile Summary:

Employment Type : Full Time
Eligibility : Any Graduate
Industry : Banking, Financial Services/Stockbroking
Functional Area : Accounting/Tax/Company Secretary/Audit
Role : Chartered Accountant/CPA
Salary : As per Industry Standards
Deadline : 18th Apr 2020

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