At Franklin Templeton, we’re 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 that’s 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 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 base salary for this position to range between $116,000 - $136,800, 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 you