Principal Accountant

Franklin Templeton Investments; Pasadena (MD); Hybrid; USD 115,000 - 150,000; Full time

Benefits offered by this job

401(k) plan with generous match

Annual discretionary bonus

Comprehensive healthcare options

Paid time off

Employee Stock Investment Program

Job summary

Franklin Templeton Investments is seeking a Principal Accountant to oversee US regulatory reporting and support business operations. You will manage regulatory filings, coordinate audits, and provide analytical support across various business areas.

The ideal candidate has a BA, CPA, and extensive knowledge of US GAAP, along with at least 5 years of relevant industry experience. This hybrid role is based in Pasadena or other company locations.

Qualifications

• 5 years of industry experience preferred.
• History with regulatory reporting is necessary.

Responsibilities

• Prepare and review regulatory reporting filings.
• Oversee financial audits and business support.
• Handle capital transactions with finance teams.

Skills

US GAAP understanding

Analytical skills

Excel expertise

Communication skills

Education

BA required; MA preferred

CPA required

Job description

## Principal AccountantApplylocations: San Mateo, California, United States of America: Pasadena, California, United States of America: Baltimore, Maryland, United States of Americatime type: Full timeposted on: Posted Todayjob requisition id: 868451At 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 talented, global teams bring expertise that is both broad and unique. From our welcoming, inclusive, and supportive culture to our globally diverse business, we offer opportunities not only to help you reach your potential, but also to contribute to our clients’ success. # **About the Department**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 that may arise such as business combinations and closures, requests for unaudited financials, process/policy/procedure reviews, etc. The group is also expected to serve as a business support and coordinate the finance and accounting needs of those business groups.# **How you will add value**The Principal Accountant, Americas Accounting will oversee US regulatory reporting functions, stand-alone financial audits, and business support. Duties include:Prepare and/or review regulatory reporting filingsUS - FINRA FOCUS reports, Banking Call Reports in several jurisdictions, Dept of Treasury TIC-B, and various Dept of Commerce reports and US Census reports.Canada – OSC M4 and BCAR, CIRO Form 1, OSFI OCFS, ICAAP, StatsCanadaBahamas/Cayman – SCB, Central Bank of the Bahamas, CIMAOverseeing and compiling several stand-alone audited financials, and working with auditors to fulfill specific audit requestsOverseeing and coordinating capital transactions with other finance teams (intercompany dividends and capital infusions to subsidiaries)Providing business support, internal reporting and analysis covering several key areas of the business, including Investment Advisory, Business Administration, Broker/Dealer, High Net Worth Wealth Management, Transfer Agency, and Internal OperationsHandling other unidentifiable finance requests required by the business.# **What will help you be successful in this role**BA required; MA preferred5 years preferred; industry experienceSound understanding of US GAAPPrior history with regulatory reportingHighly AnalyticalOpen mindedness to new ideas and processesCPA – requiredFINRA registered preferred (series 99 specifically)Excel expertise# **Work Schedule & Location**This role will work a hybrid schedule in our San Mateo, Pasadena, or Baltimore office 3 days/weekFranklin Templeton offers employees a competitive and valuable range of total rewards – monetary and non-monetary – designed to support their well-being and recognize their time, talents, and results. Along with base compensation, employees are eligible for an annual discretionary bonus, a 401(k) plan with a generous match, and recognition rewards. We also offer a comprehensive benefits package, which includes a range of competitive healthcare options, insurance, and disability benefits, employee stock investment program, learning resources, career development programs, reimbursement for certain education expenses, paid time off (vacation / holidays / sick / leave / parental & caregiving leave / bereavement / volunteering / floating holidays) and a motivational wellbeing program. We expect the annual salary for this position to range between $115,000 – $150,000, depending on location and level of relevant experience, plus discretionary bonus.#MID\_SENIOR\_LEVEL At Franklin Templeton, we believe your benefits should support your life, your goals, and your future. That’s why we offer a comprehensive Total Rewards package designed to help you thrive both personally and professionally. # **Highlights of our benefits include:** - **Paid Time Off**: Three weeks of PTO in your first year- **Health Coverage**: Competitive medical, dental, and vision insurance to support your well-being- **Retirement Savings**: 401(k) plan with an 85% company match on pre-tax and/or Roth contributions, up to IRS limits- **Equity & Investing**: Employee Stock Investment Plan (ESIP) with discounted share purchase opportunities- **Learning Education Assistance Program (LEAP)**: To support your ongoing growth and career advancement- **Employee Investment Benefits**: Opportunity to purchase company funds with no sales charge Franklin Templeton is an Equal Opportunity Employer. We are committed to providing equal employment opportunities to all applicants and employees, and 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, and any other basis protected by federal, state, or local law, ordinance, or regulation.### About UsWhen you become part of Franklin Templeton, you’ll join a company dedicated to progress. A company that doesn’t settle. One where we pursue our ambitions with energy and persistence. That’s why it’s so important that we empower and encourage the progress of our employees. From our welcoming, inclusive, and flexible culture – to our global and diverse business, we provide opportunities to help you reach your potential while contributing to ours.At Franklin Templeton, we embrace individual differences and value experience and perspectives brought by talent from around the world. And, although we are all different, we all have one thing in common – we are dedicated to what we do.So whether you’re just starting your career journey, are well on your way, or are seeking a new direction, you’'ll find the support you need to grow your career with us.**Come, join us, and help us shape the future of the global asset management industry!**