Lead Financial Reporting Analyst

2 weeks ago

Melbourne, Australia Franklin Templeton Full time

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, quarter-end and year-end 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 on-boarding 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 fast-paced, 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

  • Tm and Alerts Analyst

    1 week ago

    Melbourne, Australia Insignia Financial Full time

    TM and Alerts Analyst - Be part of a team where everyone belongs, and individuality is celebrated - Sydney & Melbourne location (Hybrid - minimum 40% in the office) - Full-time, permanent opportunity Bring your knowledge of investment markets, securities and superannuation to our high performing TM & Alerts team! **The difference you will make at Insignia...

  • Financial Planning

    4 weeks ago

    Melbourne, Australia carsales Full time

    Company Description **Are you ready to be a big part of something big?** At carsales, we're all about making buying and selling a great experience. For 25 years we’ve been evolving with the new economy to help people choose how they move today and tomorrow. When it comes to your career, we want to provide big opportunities to help you make a big impact....

  • Financial Analyst

    4 weeks ago

    Melbourne, Australia Talent International Full time

    **Job Details**: **Location** Melbourne **Salary** AU$50 - AU$55 per hour **Job Type** Full Time **Ref** BBBH100002_1679527145 **Contact** Jimmy Nguyen **Posted** about 3 hours ago - Melbourne CBD + Working From Home - Government Department **The role**: The Finance Analyst is responsible for high quality numerical and policy analysis to...

  • TM and Alerts Analyst

    9 hours ago

    Melbourne, Australia Insignia Financial Full time

    Be part of a team where everyone belongs, and individuality is celebrated Sydney & Melbourne location (Hybrid - minimum 40% in the office) Full-time, permanent opportunity Bring your knowledge of investment markets, securities and superannuation to our high performing TM & Alerts team! The difference you will make at Insignia Financial As the TM and...

  • Financial Analyst

    4 weeks ago

    Melbourne City Centre, Australia Parliament of Victoria Full time

    Financial AnalystDepartment of the Legislative AssemblyPublic Accounts and Estimates Committee (PAEC) About the roleAs Financial Analyst you will provide expert advice on Victoria's Financial Management Framework including the legal and policy frameworks that underpin the Integrated Management Cycle to the Executive Officer and wider Budget Estimates and...

  • Financial Reporting Manager

    6 hours ago

    Melbourne City Centre, Victoria, Australia Robert Walters Full time

    Financial Reporting - Team Lead role in a market leading investment business. Responsible for periodic financial, regulatory and tax reporting to a diverse range of investment managers and superannuation fund clients and act as escalation point for any client queries.The RoleAs a Financial Reporting - Team Leader, you will join a well known investment...

  • Data Quality Analyst

    1 week ago

    Melbourne, Australia Insignia Financial Full time

    Data Quality Analyst - Be part of a team where everyone belongs, and individuality is celebrated - Contribute to the financial wellbeing of our 2 million+ clients across Australia - We support flexibility and hybrid working **The Opportunity** Reporting to the Data Quality Lead, this role sits within a close-knit team who are passionate and focussed on...

  • Junior Financial Analyst

    1 month ago

    Melbourne, Australia Sharp & Carter Full time

    Leading global FMCG company - Inner Melbourne CBD location | Work from home flexibility - 12 month fixed term contract with view to permanency **Organisational Profile** Our client is a global innovator and industry leader in the design, manufacturing, and distribution of toys worldwide. They are seeking a Junior Analyst to join their friendly and well...

  • Financial Analyst

    4 weeks ago

    Melbourne, Australia Parliament of Victoria Full time

    Location: Melbourne | CBD Job type: Full time Organisation: Parliament of Victoria **Salary**: $114,830 - $125,735 Occupation: Finance Reference: VG/002515 At the Parliament, our employees are the key to our success. Together we deliver innovative, professional and apolitical services to support our elected representatives and the democratic process....

  • Senior Financial Reporting Accountant

    4 weeks ago

    Melbourne, Australia Anton Murray Consulting Full time

    MelbourneAsset ManagementContract or TemporaryOur client is a leading global financial services organisation seeking an experienced Financial Reporting Accountant with considerable experience in tax to join them on an initial 6-month contract, with a strong probability of being extended or made permanent.Reporting to the Manager of Financial Reporting and...

  • Financial Reporting Manager

    4 weeks ago

    Melbourne City Centre, Victoria, Australia Robert Walters Full time

    Financial Reporting Manager role in a market leading investment business. Responsible for periodic financial, regulatory and tax reporting to a diverse range of investment managers and superannuation fund clients and act as escalation point for any client queries.The Role As a Financial Reporting Manager, you will join a well known investment organization...

  • Operational Reporting Analyst

    1 month ago

    Melbourne, Australia Zinfra Full time

    Operational Reporting Analyst  Zinfra partners with companies across the utility and infrastructure sectors to deliver maintenance, operations, engineering, and construction services. For our partners our work is crucial to maintaining the safety and reliability of their electricity and gas transmission and distribution assets.  About the role We...

  • Financial Reporting Analyst

    7 days ago

    Melbourne, Australia T+O+M Executive Full time

    We at **TOM Executive** have partnered with a funds administration firm to recruit a Financial Reporting Accountant for a permanent role located in **Melbourne CBD**. - Permanent role based in the **Melbourne CBD**. - **Work from home options**: - Fanatic work life balance and work culture - Salary ranging between **$90,000 -...

  • Financial Services Analyst

    1 month ago

    Melbourne, Australia Cubic Corporation Full time

    Business Unit: Cubic Transportation Systems Company Details: Cubic offers an opportunity to provide innovative technology for government and commercial customers around the globe, helping to solve their future problems today. We’re the leading integrator of payment and information technology and services for intelligent travel solutions worldwide, and the...

  • Reporting Analyst

    1 month ago

    Melbourne City Centre, Australia Department of Energy, Environment and Climate Action Full time

    The Reporting Analyst is a key member supporting the Reporting and Taxation team in preparation for all required annual, half-yearly and monthly financial reports, compiling financial information, contributes to finance projects, reconciling the general ledger and giving financial reporting advice. **Key skills and qualities**: - Excellent financial...

  • Financial Analyst

    1 month ago

    Melbourne, Australia Department of Treasury and Finance Full time

    Location: Melbourne | CBD Job type: Full time / Until January 2025 Organisation: Department of Treasury and Finance **Salary**: $92,332 - $104,762 Occupation: Analyst Reference: VG/1773962 This is a fixed term opportunity within the Financial Assets and Liabilities group **About us** The Department of Treasury and Finance provides economic, financial...

  • Financial System Analyst

    4 weeks ago

    Melbourne, Australia Perigon Group Full time

    **Job Title: Business Systems Analyst - Finance Focus** **Company Overview**: Join our dynamic team at [Company Name], a leading player in the [industry or field]. We're committed to leveraging technology and innovation to drive operational excellence and financial efficiency. **Critical Responsibilities**: - Act as the internal first point of contact and...

  • Reporting Analyst

    4 weeks ago

    Melbourne, Australia Startek Full time

    Are you our next MIS Reporting Analyst? **The role we want to fill** Startek is currently looking for a skilled MIS Reporting Analyst who will be responsible for a team of 3. You and your team will be responsible for compiling accurate and comprehensive reports to support the company. You will need to provide analysis, to highlight and explain statistics...

  • Financial Analyst

    1 month ago

    Melbourne City Centre, Australia Department of Treasury & Finance Full time

    About us The Department of Treasury and Finance provides economic, financial and resource management advice to help the Victorian Government deliver its policies. We strive for excellence in financial and economic management to improve the lives of all Victorians. Financial Assets and Liabilities group The Financial Assets and Liabilities group (FAL)...

  • Fund Analyst, Unit Pricing

    2 hours ago

    Melbourne, Australia Insignia Financial Full time

    Max term opportunity opportunity until July 2025 Sydney or Melbourne location Facilitate financial transactions in a client-centric role The Role As a Fund Analyst, you will maintain daily production of unit pricing services, including resolving issues, exceptions and or reconciliation breaks. You will aim to provide complete, accurate and timely...