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Principal Accountant

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1 Vacancy
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Job Location drjobs

San Mateo, CA - USA

Monthly Salary drjobs

$ 116000 - 136800

Vacancy

1 Vacancy

Job Description

At Franklin Templeton were advancing our industry forward by developing new and innovative ways to help our clients achieve their investment goals. Our dynamic firm spans asset management wealth management and fintech offering many ways to help investors make progress toward their goals. Our talented teams working around the globe bring expertise thats both broad and unique. From our welcoming inclusive and flexible culture to our global and diverse business we provide opportunities to help you reach your potential while helping our clients reach theirs.

Come join us in delivering better outcomes for our clients around the world!

What is the Americas Accounting group responsible for

The Americas Accounting group is responsible for assessing and managing regulatory reporting needs working with independent auditors to address legal entity requests and assembling legal entity independent audited financial statements. The team evaluates intangible and other investment assets for impairments assesses capital needs of legal entities and supports the legal entity businesses to manage their accounting and finance needs. The group reports to the Chief Accounting Officer.

What is the Principal Accountant responsible for

  • Prepare and/or review regulatory reporting filings

    • US - 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 StatsCanada

    • Bahamas/Cayman SCB Central Bank of the Bahamas CIMA

  • Oversee and compile stand-alone audited financials and work with auditors to fulfil specific audit requests

  • Oversee and coordinate capital transactions with other finance teams (intercompany dividends and capital infusions to subsidiaries)

  • Provide 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 Operations

  • Handle other unidentifiable finance requests required by the business

What are the ongoing responsibilities of a Principal Accountant

  • Ensure regulatory reporting is handled in a timely and accurate fashion

  • Respond to requests from auditors and examiners

  • Coordinate effectively with other team members and corporate teams

  • Continually increase understanding of the underlying business of legal entities and work with management teams to address business finance needs

  • Evaluate and improve processes to increase efficiency and accuracy add value to broader team efforts and align work with corporate initiatives

What ideal qualifications skills & experience would help someone to be successful

  • BA required; MA preferred

  • A minimum of 3 years of accounting experience preferred within the financial services/asset management space

  • CPA desirable

  • Sound understanding of US GAAP

  • Prior working knowledge of regulatory reporting

  • Strong analytical organizational and communication skills

  • Willingness to embrace new concepts and techniques

  • FINRA Series 99/27 desirable

  • Advanced Excel skills

Franklin Templeton offers employees a competitive and valuable range of total rewardsmonetary and non-monetary designed to supporttheir well-being and recognize their time talents and with base compensation employees are eligible for an annual discretionary bonus a401(k) plan with a generous match and recognition rewards. We also offer a comprehensive benefits package which includes a range of competitive healthcare optionsinsurance and disability benefits employee stock investment program learning resources career development programs reimbursement forcertain educationexpenses paid time off (vacation / holidays / sick / leave / parental & caregiving leave / bereavement / volunteering / floating holidays) and a motivational wellbeing program. We expect the base salary for this position to range between $116000 - $136800 depending on level of relevant experience plus discretionary bonus.

Experience our welcoming culture and reach your professional and personal potential!

Our culture is shaped by the variety of perspectives and experiences brought by talent from around the world. Regardless of your interests lifestyle or background theres a place for you at Franklin Templeton. We provide employees with the tools resources and learning opportunities to help them excel in their career and personal life.

Hear more from our employees

By joining us you will become part of a culture that focuses on employee well-being and provides multidimensional support for a positive and healthy lifestyle. We understand that benefits are at the core of employee well-being and may vary depending on individual needs. Whether you need support for maintaining your physical and mental health saving for lifes adventures taking care of your family members or making a positive impact in your community we aim to have your needs covered. Learn more about the wide range of benefits we offer at Franklin Templeton.

Highlights of our benefits include:

*Only applicable at certain locations

Learn more about the wide range of benefits we offer at Franklin Templeton

We are committed to fostering a respectful safe and inclusive environment for all applicants and existing employees. 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 status protected by federal state or local law ordinance or regulation

If you believe that you need an accommodation or adjustment to search for or apply for one of our positions please send an email to
. In your email please include the accommodation or adjustment you are requesting the job title and the job number you are applying for. It may take up to three business days to receive a response to your request. Please note that only accommodation requests will receive a response.


Required Experience:

Staff IC

Employment Type

Full-Time

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