CA required at Franklin Templeton International Services India Pvt. Ltd

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  1. Bhuvi Gupta
    Bhuvi Gupta on Apr 28, 2016
    Franklin Templeton International Services India Pvt. Ltd (FTISPL) is the Indian Services wing of Franklin Templeton Inc, one of the Top Global Investment Management Company committed to offering High Quality Products and providing outstanding services to our customers who are individuals, institutions, pensioners, trusts, partnership firms and other clients. FTISPL at Hyderabad offers various IT /Business related service and support. It stands as a key business enabler of world-wide operations for Franklin Templeton Investment.
    Our vision is to be a premier global investment management organization by offering high quality investment solutions, providing outstanding service and attracting, motivating and retaining talented individuals.
    The PFR Supervisor oversees and reviews the financial reporting work completed by the Senior Analysts/ Analysts to ensure that all monthly and periodic functional reporting tasks are completed according to documented procedures and standards within specified deadlines.
    Financial Reporting Responsibilities:

    • Perform detailed review and finalization of the Shareholder reports including Financial Statements, Portfolio Statements, Notes to Financials as per various jurisdiction Accounting Standards/GAAPs.
    • Review of Tax provisions, Excise Tax and Tax related reports
    • Review and filing of regulatory reports with various regulators (e.g. NSAR)
    • Review and finalize reports for Senior Management/ Board of Directors
    • Ensure timely delivery to the GFAR (Fund Owner) teams located at multiple global locations.
    • Coordinating with internal/external Clients, Auditors, Tax Advisors and Brokers.
    • Provide guidance and support to staff in resolving issues and problems to ensure timely and accurate release of reporting information to the PCSGFAR (Fund Owner teams).
    • Report metrics/work status to the Manager and follow defined escalation guidelines.
    • Coordinate workflow planning to ensure completion of tasks and maintain departmental procedures.
    • Ensure all control procedures related to functional financial reporting output are being followed.
    • Support Manager in planning for business continuity events and participate in BC drills.
    • Lead transitions and ensure smooth transition of tasks within the specified timeline.
    • Perform ad-hoc reports/requests/assignments as required by GFAR groups/clients/senior management.
    Leadership and Development:
    • Assess training needs and development opportunities for the staff.
    • Supervise training and provide coaching to ensure that staff has the skill sets to perform their task.
    • Monitor and conduct staff appraisals and ensure timely career feedback is provided to staff.
    • Promote and maintain a productive, efficient and professional working environment.
    • Continuous monitoring of efficiency through utilization of staff metric..
    • Support the manager in recruitment initiatives, including conducting interviews and carrying out inductions where appropriate.
    Other Responsibilities:
    • Suggest improvements to functional financial reporting procedures and processes to maximize quality and efficiency. Review internal policies and procedures and update as required.
    • Participate and lead department projects as required, provide expertise and technical support regarding workflow improvements.
    • Participate on inter-department committees and provide recommendations as required.

    EDUCATION AND EXPERIENCE (Years of experience is not applicable for European jobs)
    • Bachelor’s degree in accounting or business with coursework in intermediate and advanced accounting
    • Eight or more years of financial accounting experience with an emphasis on the preparation of financial statements and accompanying supporting schedules
    • At least two years of supervisory experience
    • Must possess strong knowledge of accounting principles and standards
    • Must possess strong capital market knowledge
    • Should have basic knowledge of various jurisdictions Accounting Standards/GAAPs (IFRS, US, UK, LUX)
    • Must have experience with automated financial systems, including a general ledger and financial reporting software
    • Strong working knowledge of MS Excel and other MS Office Applications is preferred

    • Accounting certification (CPA or CA or CWA) is desirable

    • Knowledge of the securities / mutual fund industry is preferred
    • Graduate level courses in accounting or an advanced degree or certification in finance or accounting preferred

    • Excellent written and verbal English communication skills
    • Excellent orientation to quality and attention to detail
    • Must have strong interpersonal skills and the ability to interact effectively in a team environment
    • Ability to independently prioritize and plan multiple tasks, supervise work assignments and adhere to established time frames and deadlines
    • Ability to maintain current knowledge of procedures, products, regulations, and industry issues and communicate such knowledge as appropriate
    • Strong analytical skills

    • Exercise independent judgment when solving routine problems of limited scope and complexity and recommend solutions to complex problems or process improvements to management
    • Make routine decisions regarding deviation from standard procedures and must have ability to identify and escalate issues
    PHYSICAL REQUIREMENTS (Not applicable for European jobs)

    • Ability to sit in one place for extended periods of time
    • Ability to hear and speak to employees and outside business associates on the phone and in person
    • Requires moderate right and left hand coordination for use of personal computer
    • Ability to articulate information to both internal and external customers in a manner that is clear and easily understood
    • Ability to interpret the letters and numbers on a personal computer screen and on memos, reports, and other documents
    • Ability to maintain a professional image

    • Provide guidance and direction to the production staff to ensure functional tasks are planned, organized, and completed in a timely manner
    • Ensure that staff performance issues are resolved or escalated and appropriate feedback is provided
    • Supervise nonexempt and exempt staff, make hire, termination, and promotion recommendations to management

    • Ability to motivate staffs to achieve process goals

    • Travel is minimal but may be required to other domestic or international GFAD sites

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