Principal Accountant

Overview

At Franklin Templeton, we believe success is built through powerful partnerships. As a forward-thinking asset manager, we build dynamic relationships with clients, understand their goals, and navigate complex markets together. We leverage cutting-edge strategies and deep insights to unlock opportunities for long-term wealth creation. Our global teams bring expertise that is both broad and unique. We offer opportunities to help you reach your potential and contribute to our clients’ success within an welcoming, inclusive, and supportive culture.

The group reports directly to the Chief Accounting Officer over the Americas region and is primarily responsible for US regulatory reporting, preparation of stand-alone audited financials, supporting the legal entity teams, and other periodic tasks such as impairment reviews and capital transactions. The group also handles unforeseen financial projects and serves as business support coordinating the finance and accounting needs of the business groups.

• Oversee US regulatory reporting functions and stand-alone audited financials, coordinating with auditors on audit requests.
• Prepare and/or review regulatory reporting filings including US FINRA FOCUS reports, Banking Call Reports (in several jurisdictions), Department of Treasury TIC-B, and various US Census and Department of Commerce reports.
• Regulatory reporting for Canada (OSC M4 and BCAR, CIRO Form 1, OSFI OCFS, ICAAP, Stats Canada) and Bahamas/Cayman (SCB, Central Bank of the Bahamas, CIMA).
• Coordinate capital transactions with other finance teams (intercompany dividends and capital infusions to subsidiaries).
• Provide business support, internal reporting, and analysis across areas such as Investment Advisory, Business Administration, Broker/Dealer, High Net Worth Wealth Management, Transfer Agency, and Internal Operations.
• Handle other unidentifiable finance requests required by the business.

• BA required; MA preferred
• 5 years of experience preferred in the industry
• Strong understanding of US GAAP
• Prior history with regulatory reporting
• Highly analytical and open to new ideas and processes
• CPA required; FINRA registration preferred (Series 99)
• Excel expertise

This role will work a hybrid schedule in our San Mateo, Pasadena, or Baltimore office, 3 days/week.

Franklin Templeton offers a comprehensive total rewards package designed to support well-being and recognize time, talent, and results. Includes base compensation with an annual discretionary bonus, 401(k) plan with a generous match, and a comprehensive benefits package including healthcare options, disability benefits, employee stock investment program, and career development resources. The annual salary is expected to range between $115,000 – $150,000, depending on location and experience, plus discretionary bonus.

• PTO:
  Three weeks in your first year
• Health Coverage:
  Medical, dental, and vision
• Retirement Savings: 401(k) with company match
• Equity & Investing: ESIP with discounted purchase opportunities
• LEAP:
  Learning and education assistance
• Employee Investment Benefits:
  Opportunity to purchase company funds

Franklin Templeton is an Equal Opportunity Employer. We evaluate qualified applicants without regard to ancestry, age, color, disability, genetic information, gender, gender identity, or gender expression, marital status, medical condition, military or veteran status, national origin, race, religion, sex, sexual orientation, or any other basis protected by law.

We are a company dedicated to progress and empowerment, with a welcoming and inclusive culture and opportunities to help you grow your career with us.