Charles Schwab

Financial Reporting Analyst, Stock Plan Services

Charles Schwab • $75K — $95K *
Austin, TX 78745In-Person
Finance & Insurance
Less than 5 years of experience
Reposted 2 days ago
Be an Early Applicant
Job Overview by Ladders

Qualifications

  • 3+ years of client-facing financial services experience
  • Strong written and verbal communication skills
  • Self-directed and self-motivated
  • Excellent organizational skills under stress
  • High attention to detail and critical analysis skills
  • Strong problem-solving and business analysis skills
  • Advanced proficiency in Microsoft Excel
  • Bachelor's Degree in accounting, finance, or related field

Responsibilities

  • Provide expertise on equity compensation recordkeeping and accounting guidance
  • Understand the architecture and functionality of the EquiView system
  • Develop proficiency in EquiView for financial reporting calculations
  • Educate clients on how EquiView retrieves and calculates data
  • Ensure clients populate databases for accurate reporting
  • Support conversion and onboarding activities for new clients
  • Identify system enhancement opportunities and conduct testing

Benefits

  • Comprehensive benefits package
  • Opportunity for bonuses or incentive programs
  • Support for continuous learning and professional development
  • Dynamic work environment with a focus on innovation
  • Collaborative team culture focused on achieving objectives
Full Job Description
Schwab Stock Plan Services (SPS) provides a variety of solutions to large, publicly traded companies for the administration of their Equity Compensation plans, including stock options, restricted stock, and employee stock purchase programs.   SPS offers solutions for the administration of these plans up to and including full outsourcing capabilities for recordkeeping and employee services.  Our mission is to provide a world class experience for our clients and provide the opportunity for the employees of our corporate clients to achieve their financial goals. Stock Plan Services is seeking a Financial Reporting Analyst with an understanding of equity compensation concepts to join the Financial Reporting Team (FRT).

 

What you’ll do:

  • Provide functional expertise on the proprietary equity compensation recordkeeping system (EquiView) as it relates to accounting guidance (ASC718 and IFRS2) and client regulatory reporting requirements.
  • Develop an understanding of overall stock plan record-keeping system (EquiView) architecture and functionality.
  • Develop proficiency of the Schwab EquiView financial reporting system from settings to expense and disclosure reporting calculations.
  • Field questions and educate clients on how EquiView retrieves and calculates report data, as well as how to structure awards in the system for accurate expense and disclosure reports.
  • Ensure the client has populated the database with key components for accurate reports.
  • Support Conversion Managers on proper set-up, configuration of valuation, and expense and disclosure settings based on client expectations, assist FRT team with onboarding new clients.
  • Identify system enhancement opportunities based on client needs and regulatory changes, perform system testing prior to product releases.
  • Respond to questions from prospective clients as they relate to EquiView financial reporting functionality.
What you have

To ensure that we fulfill our promise of "challenging the status quo," this role has specific qualifications that successful candidates should have.

 

Required Qualifications 

  • 3+ years of client-facing financial services experience
  • Strong written and verbal communication skills to effectively explain data and analysis in a compelling manner to clients and internal partners.
  • Must be self-directed and self-motivated-- able to work independently on a variety of tasks while achieving team-oriented objectives and collaborating with stakeholders where appropriate.
  • Must be well organized and can handle stressful situations and prioritize competing deadlines.
  • Demonstrate excellent critical analysis skills with a high attention to detail to improve existing processes and create innovative solutions.
  • Strong business analysis and problem-solving skills, multi-tasking capabilities, and ability to troubleshoot issues.
  • Advanced proficiency in Microsoft Excel including pivot tables, VLOOKUPs, arrays, etc. and ability to handle large data sets.
  • Bachelor’s Degree in accounting, finance, or related field.
  • Applicants must be currently authorized to work in the United States on a full-time basis without employer sponsorship.

Preferred Qualifications

  • 1+ years of stock-based compensation experience
  • Certified Equity Professional (CEP) certification.

In addition to the salary range, this role is also eligible for bonuses or incentive opportunities.

 

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About Charles Schwab

Charles Schwab is a financial services company that provides a full range of securities, brokerage, banking, money management, financial advisory, investor, and retirement plan services. It operates in four main divisions; investing, wealth management, banking, and trading. Charles Schwab provides a full-service brokerage platform that serves individual investors who invest on their own or through a workplace-sponsored retirement or equity plan, as well as banking through Schwab Bank. The firm was founded in 1973 and is headquartered in San Francisco, California.

Charles Schwab Careers

Join the vibrant team at Charles Schwab, a leader in global finance, where your career is propelled by innovation, leadership, and a commitment to diversity and professional growth. At Charles Schwab, we offer more than just job opportunities; we provide a platform for you to make a significant impact on the industry and our clients' lives.

Work You’ll Do

At Charles Schwab, we are dedicated to helping our clients manage their financial futures. Being part of our team means you'll work alongside some of the most skilled professionals in the financial services industry. Our culture thrives on teamwork, integrity, and relentless dedication to our clients. Whether you're looking for a position in financial consulting, technology, or administrative support, Charles Schwab offers a dynamic work environment where your skills will be honed and your achievements recognized.

Innovate and Lead

Embrace the opportunity to lead through innovation. Charles Schwab’s commitment to technology and innovation is fundamental to our service delivery. By joining our team, you will be at the forefront of developing new solutions that redefine the future of finance. Your leadership can guide significant projects that impact our company and the industry.

Grow Your Career

Charles Schwab believes in fostering the growth of its employees. Whether through professional development programs, diversity training, or leadership workshops, we ensure that our team members receive the support and training they need to advance their careers. With a variety of career paths available, your job at Schwab can evolve with your interests and expertise.

Internship and Employment Opportunities

Start your professional journey with Charles Schwab through our internship programs or full-time employment opportunities. We seek individuals who are passionate, curious, and ready to drive change. A career at Schwab is not just about having a job; it's about building a lasting relationship with a company that values your potential.

Benefits and Culture

Charles Schwab is renowned for its employee-friendly culture. We offer a comprehensive benefits package that supports the health, financial stability, and work-life balance of our team members. From competitive salaries and bonuses to health insurance and retirement plans, Schwab ensures that your career is as rewarding as it is enriching.

Networking and Professional Development

Expand your professional network and enhance your skills through our various networking events, mentorship programs, and training sessions. At Charles Schwab, we believe in leveraging collective expertise to foster learning and innovation. Engage with leaders, gain insights from experienced professionals, and build relationships that will aid your career trajectory.

Join Our Team

Explore the numerous career paths available at Charles Schwab and discover how your talents can be utilized to their fullest potential. Search open positions that match your skills and interests. We are continuously hiring across various disciplines and look forward to adding innovative, driven individuals to our team.

Stay Connected

Keep up to date with the latest from Charles Schwab Careers by subscribing to our job alert emails. Tailor your subscription to receive updates that align with your career preferences and be the first to know about new openings, company news, and professional tips.

Explore Charles Schwab Jobs

Ready to take the next step in your career? Visit our careers page to review current job openings, submit your resume, and prepare for your interview. At Charles Schwab, your future is waiting. [SEARCH CHARLES SCHWAB JOBS] Join Charles Schwab today and be part of a team that values diversity, innovation, and leadership—where your career can thrive in the exciting world of finance.
Learn more about Charles Schwab
Size
34,200 employees
Market Cap
$151.6 billion
Industry
Finance & Insurance
Net Income
$3.2 billion
Founded
1973
5 Year Trend
+20%
Revenue
$12.1 billion
NASDAQ
SCHW
* Ladders Estimates

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