SAMEET shah

Experience

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  Franklin Templeton

  Vice President - Global Alliances and New Business Strategies

  May 2024 - Present

  Franklin Resources, commonly known as Franklin Templeton Investments, is a global investment management company offering products such as mutual funds, ETFs, and closed-end funds.

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  Franklin Templeton

  Vice President Global Alliances

  May 2024 - Sep 2025

  • Partnered on corporate development plans and strategies to unlock synergies and growth opportunities.
  • Developed scalable framework for joint fund launches with clear leadership, communication, and external stakeholder management structures.
  • Created a shared service cost allocation model enabling more accurate profitability analysis across Franklin Templeton affiliate and SIM.
  • Financial oversight & reporting across Digital Wealth Platforms and Corporate Services.
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  Brandywine Global Investment Management

  Vice President of Finance

  Jan 2020 - Jul 2024

  Brandywine Global Investment Management is a financial services company that focuses on long-term value for clients through differentiated fixed income, equity, and alternative investment solutions.

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  Brandywine Global Investment Management

  Vice President Finance

  Jan 2020 - Dec 2024

  • Managed accounting and finance operations for firm with $65B AUM, from financial statement reviews to P&L rationalization, forecasting, and strategic planning.
  • Key to acquisition integration for Franklin Templeton M&A deal, enabling $1M+ cost savings (exceeded target) and efficient scalability.
  • Fine-tuned financial models, including cost allocation and predictive modeling, enhancing financial analysis and decision-making.
  • Led and developed international cross-functional team of up to 12, implementing cross-training for complete coverage and employee engagement.
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  Brandywine Global Investment Management

  Manager Financial Planning Analysis

  Jan 2018 - Jan 2020
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  Brandywine Global Investment Management

  Senior Financial Analyst

  May 2014 - Dec 2017
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  Brandywine Global Investment Management

  Senior Manager Financial Planning Analysis

  May 2014 - Jan 2020

  • Led strategy and execution for FP&A team, ensuring accurate and timely FP&A deliverables including budgeting and financial reporting.
  • Spearheaded data initiatives, improving analytics and streamlining audit responses, reducing month-end close reporting from 3 days to 1 day.
  • Standardized and centralized reporting to create actionable insights and optimize financial strategies.
  • Conducted financial due diligence for critical vendors.
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  Hughes

  Principal Financial Analyst

  Aug 2010 - May 2014

  Hughes is a global leader in broadband satellite services and managed network solutions for various sectors including government and enterprise.

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  Hughes

  Senior Financial Analyst

  Sep 2009 - Aug 2010
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  Hughes

  Financial analyst

  Sep 2006 - Sep 2009

• HUGHES NETWORK SYSTEMS/ECHOSTAR

  Principal Financial Analyst

  Sep 2006 - May 2014

  HUGHES NETWORK SYSTEMS/ECHOSTAR provides satellite-based communication solutions, enhancing connectivity for businesses and consumers globally.

  • Advanced from Financial Analyst to Principal FA, managing $80M revenue income statement and delivering strategic financial presentations.
  • Led financial planning, including revenue management and strategic cash flow management, influencing executive decisions.
  • Finance partner on proposals, incorporating synergy analysis and financial modeling into strategic business presentations.
  • Created automated reporting systems, significantly reducing processing time for executive dashboards.
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  Lockheed Martin

  Analyst

  Jun 2006 - Sep 2006

  Sikorsky, part of Lockheed Martin, is a leading manufacturer of helicopters and has been pioneering flight solutions for commercial and military markets globally.