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Philadelphia, PA, USA

SAMEET S.

Finance & Strategy Executive: Championing Growth through Innovation and Cross-Functional Expertise.

Sameet Shah is a seasoned executive skilled in leveraging financial systems and strategy to drive organizational transformation and growth. With a keen focus on optimizing operations and enabling data-driven decisions, he fosters cross-functional leadership to implement innovative solutions. His strategic approach to problem-solving and commitment to excellence have positioned him as a key player in navigating complex business landscapes and achieving sustained success.
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SAMEET S.

Experience

May 2024 — Present
Franklin Templeton

Franklin Templeton

Vice President - Global Alliances and New Business Strategies

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.

May 2024 — Sep 2025
Franklin Templeton

Franklin Templeton

Vice President Global Alliances

  • 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.
Jan 2020 — Jul 2024
Brandywine Global Investment Management

Brandywine Global Investment Management

Vice President of Finance

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.

Jan 2020 — Dec 2024
Brandywine Global Investment Management

Brandywine Global Investment Management

Vice President Finance

  • 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.
Jan 2018 — Jan 2020
Brandywine Global Investment Management

Brandywine Global Investment Management

Manager Financial Planning Analysis

May 2014 — Dec 2017
Brandywine Global Investment Management

Brandywine Global Investment Management

Senior Financial Analyst

May 2014 — Jan 2020
Brandywine Global Investment Management

Brandywine Global Investment Management

Senior Manager Financial Planning Analysis

  • 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.
Aug 2010 — May 2014
Hughes

Hughes

Principal Financial Analyst

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

Sep 2009 — Aug 2010
Hughes

Hughes

Senior Financial Analyst

Sep 2006 — Sep 2009
Hughes

Hughes

Financial analyst

Sep 2006 — May 2014

HUGHES NETWORK SYSTEMS/ECHOSTAR

Principal Financial Analyst

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.
Jun 2006 — Sep 2006
Lockheed Martin

Lockheed Martin

Analyst

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