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Finance Director - Global Shareholder ServicesAt Franklin Templeton, we're driving our industry forward by developing new and innovative ways to help our clients achieve their investment goals. Our dynamic and diversified firm spans asset management, wealth management, and fintech, offering many ways to help investors make progress toward their goals. Our talented teams working around the globe bring expertise that's both broad and unique. From our welcoming, inclusive, and flexible culture to our global and diverse business, we offer opportunities not only to help you reach your potential but also to contribute to our clients' achievements.
Come join us in delivering better outcomes for our clients around the world! What is the Finance Director – Global Shareholder Services responsible for?The Finance Director – GSS will be responsible for managing direct reports and/or coordinating with GSS staff and management to: 1) Oversee core financial functions such as budgeting, forecasting, variance analysis, management reporting, and P&L creation; 2) Update allocations in support of the company's annual Fund Board 15c contracts and product rationalization; 3) Collaborate on other matters related to and impacting advisor financials and shareholder fees such as billing and allocating revenue to funds; 4) Provide financial analysis support of outsourced service arrangements; 5) Support and help manage the monthly profitability allocation close process especially as it relates to GSS; and 6) Become proficient with existing and evolving reporting tools to help lead in the creation of meaningful management reports and scorecards.
What are the ongoing responsibilities of the Finance Director – Global Shareholder Services?Create annual budget, update monthly forecasts, and perform variance analysis against actual results.
Produce and analyze P&Ls based on sound understanding of revenue drivers and all underlying expenses.
Prepare and present reports to senior management, highlighting key findings and actionable recommendations.
Improve business intelligence by building out reporting capabilities, dashboards, and scorecards.
Oversee fee billing process and the attribution of TA revenue to products; model fee structures as needed.
Manage ongoing methodology changes prompted by events such as acquisitions and reorganizations.
Stay abreast of industry trends, competitive landscape, profitability, and best practices in allocations.
What ideal qualifications, skills & experience would help someone to be successful?Bachelor's degree in business administration, finance, accounting or equivalent experience; MBA a plus.
At least 15-20 years' progressive financial experience in the asset management industry supporting shareholder servicing/transfer agent businesses and their management teams.
Strong business knowledge and proven ability to partner closely with department heads.
Comfortable presenting to senior audiences including business heads and Fund Boards.
Solid understanding of mutual fund servicing operating models and of all underlying functional expenses.
Revenue modeling of various investor servicing fee structures utilizing multiple drivers.
Experience creating transfer agent P&Ls and presenting to business heads and Fund Boards.
Strong written and oral communication skills and the ability to present ideas and information in a concise, organized way.
Franklin Templeton offers employees a competitive and valuable range of total rewards—monetary and non-monetary—designed to support the whole person and to recognize their time, talents, and results. We expect the salary for this position to range between $155,000.00 - $202,000.00.
About UsAt Franklin Templeton, we embrace individual differences and value perspectives brought by global diversity. And, although we are all different, we have one thing in common: we are dedicated to what we do.
Come, join us, and help us shape the future of the global asset management industry!
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