Posted:
7/21/2025, 5:00:00 PM
Location(s):
California, United States
Experience Level(s):
Junior ⋅ Mid Level ⋅ Senior
Field(s):
Accounting
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!
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.
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
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
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.
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, there’s 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.
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 life’s 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:
Three weeks paid time off the first year
Medical, dental and vision insurance
401(k) Retirement Plan with 85% company match on your pre-tax and/or Roth contributions, up to the IRS limits
Employee Stock Investment Program
Tuition Assistance Program
Purchase of company funds with no sales charge
Onsite fitness center and recreation center*
Onsite cafeteria*
*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 [email protected]. 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.
Website: https://leggmason.com/
Headquarter Location: Baltimore, Maryland, United States
Employee Count: 1-10
Year Founded: 1899
Industries: Asset Management ⋅ Finance ⋅ Financial Services ⋅ Funding Platform ⋅ Insurance