Sr. Equity Reporting Analyst
Franklin Templeton Investments 170 reviews - San Mateo, CA

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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. .

Responsibilities include:
Semi-monthly, monthly, quarterly and annual financial and compliance reporting including, but not limited to:

ASC718 (FAS123R)

International Financial Reporting Standards


Nonqualified Deferred Compensation Plans

Employee Stock Purchase Plan

Internal and External Audits


Tax and/or Cost Basis Reporting

Escheatment 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

Onsite cafeteria

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.

Job Function


Human Resources

Primary Location


United States-California-San Mateo




Job Posting Date


Jan 17, 2014, 6:23:59 PM

About this company
170 reviews
Franklin Resources believes a penny saved is a penny lost -- if it's not wisely invested. Operating as Franklin Templeton Investments,...