Lead Financial Reporting Analyst - Melbourne, Australia - Franklin Templeton

Franklin Templeton

Verified Company

Melbourne, Australia

1 week ago

Posted by:

Olivia Brown

beBee Recruiter

Description

Lead Financial Reporting Analyst

Due to the recent expansion globally and here in Australia we are looking for a
Lead Financial Reporting Analyst to join the Global Fund Administration and Reporting team reporting to the Manager.

What are the ongoing responsibilities of this position?

Management and enhancement of fund administration tasks to ensure successful outcomes are delivered on all aspects of the Australian products
Management and relationship building with Specialised Investment Managers (SIMs) to ensure they receive quality service
Ensure proper oversight of service providers (e.g. registry, custody, administration, audit and tax)
Develop and monitor timetables to cover major reporting functions e.g. distributions, quarterend and yearend reporting, tax reporting, fund launches and ad hoc events
Identify and escalate product/process issues and lead the team to resolve or improve processes going forward
Work closely with team members in other locations
Work globally to standardise internal and external reporting, such as board materials, expenses, yields, regulatory reporting and any other reporting we provide to our clients, as applicable per jurisdiction
Ensure all Fund administration reporting meets internal and external stakeholder deadlines
Ensure timely completion of all financial audit requirements
Provide support and work effectively with other departments for onboarding new products and other projects

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, fund administration and/or fund audit
Experience with automated financial and investment management and operations systems
Thorough knowledge of the investment management industry and securities markets in Australia and Asia, including stock exchange and depository regulations and practices
Experience with ETF's, specifically familiarity with reporting, including both statutory and stock exchange requirements
Experience with Alternative investments, administration and reporting would be an advantage
Strong interpersonal and communication skills
Ability to engage and foster positive business relationship through efficient delivery of outcomes and empathetic appreciation of clients' needs
Ability to manage tasks in multiple functions in a functional and geographical matrix organisation
Ability to work independently and perform multiple tasks in a fastpaced, collaborative team environment
Ability to organise and prioritise workflow effectively Takes initiative and demonstrates ability to

- through with results

Displays excellent 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 in a timely manner
Ability to communicate progress and escalate issues/requirement or matters for senior management
This is a full time, permanent role with the requirement to work in office at least 3 times a week

LI-APAC

MID_SENIOR_LEVEL

What makes Franklin Templeton 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 Rewards -the 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.

Job ID 855037