Principal Accountant

Franklin Templeton

Principal Accountant overseeing US regulatory reporting and audits for Franklin Templeton asset management. Collaborating across finance teams in various operational areas while managing capital transactions.

Posted 7/6/2026full-timeSan Mateo • California, Maryland • 🇺🇸 United StatesLead💰 $115,000 - $150,000 per yearWebsite

About the role

Key responsibilities & impact

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
Overseeing and compiling several stand-alone audited financials, and working with auditors to fulfill specific audit requests
Overseeing 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 Operations
Handling other unidentifiable finance requests required by the business.

Requirements

What you’ll need

BA required; MA preferred
5 years preferred; industry experience
Sound understanding of US GAAP
Prior history with regulatory reporting
Highly Analytical
Open mindedness to new ideas and processes
CPA – required
FINRA registered preferred (series 99 specifically)
Excel expertise

Benefits

Comp & perks

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

ATS Keywords

✓ Tailor your resume

Applicant Tracking System Keywords

Tip: use these terms in your resume and cover letter to boost ATS matches.

Hard Skills & Tools

Regulatory Reporting FilingsFinancial AnalysisCapital Transactions ManagementAudited Financials PreparationInvestment Advisory Support

Soft Skills

Highly AnalyticalOpen Mindedness

Certifications

CPAFINRA Registered (Series 99 Preferred)