Franklin Templeton Investments is a leading global investment management organization due to the efforts of our greatest assets - our employees.
We have over 9,000 employees working in 50 offices around the world, servicing investment solutions for our clients in more than 150 countries. We believe in our corporate values of putting clients first, building relationships, achieving quality results, and working with integrity. Our people are dedicated to delivering strong results and exceptional service to clients, team members and business partners.
For more than 65 years, our success has been a direct result of the talent, skills and persistence of our people. We are currently looking for qualified candidates to join our winning team.
Adhering to known accounting standards, the Sr. Equity Analyst prepares all Equity financial and compliance reporting using automated systems, Access databases, and/or spreadsheets. The Sr. Analyst audits and identifies errors on reports and/or from data from multiple vendors and provides vendor solutions. .
Semi-monthly, monthly, quarterly and annual financial and compliance reporting including, but not limited to:
International Financial Reporting Standards
Nonqualified Deferred Compensation Plans
Employee Stock Purchase Plan
Internal and External Audits
Tax and/or Cost Basis Reporting
Works with outside vendors or internal departments to establish criteria and specifications for accounting, reporting and data needs, ensuring vendor report availability. Creates reports, if needed, per internal department specifications. Audits various reports/data feeds from vendors, identifying issues/errors, ensuring issue/error resolution.
Conducts research and resolves reporting issues related to reporting vendors
Assists with other Global Total Reward projects as assigned
Ideal candidates will have:
Experience in Finance or Accounting mandatory
3 to 5 years experience related to Equity administration accounting and reporting, including regulatory, governance, compliance adherence, payroll and/or payroll taxes
Intermediate to excellent level proficiency in Excel, Access and Word
Required in-depth knowledge and understanding of various Equity programs including Employee Stock Purchase Plans and Nonqualified Deferred Compensation Plans
Strong analytical, reconciliation/research, detail oriented and organizational skills
Experience with automated Equity systems and Access databases
Bachelor’s degree, preferably in Accounting or Finance
Solve problems of moderate scope and complexity, refers to policies and practices for guidance
Ability to maintain confidentiality
Ability to demonstrate sound business judgment, assist with critical decisions related to Equity accounting and reporting and to be part of a highly specialized team, including the ability to become cross-trained within the team
In addition to the dynamic and professional environment at Franklin Templeton, we strive to ensure that our employees have access to a competitive and valuable set of Total Rewards—the mix of both monetary and non-monetary rewards provided to you in recognition for your time, talents, efforts, and results.
Highlights of our benefits include:
Three weeks paid time off the first year
Medical, dental and vision insurance
401(k) Retirement Plan with company match
Employee Stock Investment Program
Tuition Assistance Program
Purchase of company funds with no sales charge
Onsite fitness center and recreation center
Franklin Templeton Investments is an Equal Opportunity Employer. We invite you to visit us at
to learn more about our company and our career opportunities.
United States-California-San Mateo
Job Posting Date
Jan 17, 2014, 6:23:59 PM
Franklin Templeton Investments - 30+ days ago
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