Charles Schwab

Financial Reporting Manager - Stock Plan Services

Charles Schwab • $100K — $130K *
Austin, TX 78745In-Person
Finance & Insurance
5 - 7 years of experience
Today
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Job Overview by Ladders

Qualifications

  • 5-8 years of experience in the equity compensation industry with a focus on ASC 718 and IFRS 2.
  • Strong communication skills for positive client and internal relationships.
  • Self-motivated and capable of independent and collaborative work.
  • Excellent organizational skills to manage multiple priorities effectively.
  • High attention to detail with problem-solving abilities.

Responsibilities

  • Provide proactive financial reporting support and recommendations to corporate clients.
  • Lead sales demonstrations focused on EquiView's financial reporting features.
  • Conduct discovery conversations to assess client needs.
  • Oversee financial reporting transitions for new clients.
  • Act as the expert on share-based payment concepts both domestically and internationally.
  • Understand and leverage the Schwab EquiView system functionalities for reporting needs.
  • Monitor regulatory changes and provide necessary sales support.

Benefits

  • Opportunities for professional development and training.
  • Collaborative work environment with cross-functional teams.
  • Exposure to advanced accounting and financial reporting practices.
  • Engagement with innovative solutions in equity compensation.
Full Job Description
What you’ll do:

 

The Financial Reporting Manager will be responsible for providing support services to corporate clients on the application of equity compensation accounting concepts in the Schwab EquiView system. You are a subject matter expertise in both ASC 718 and IFRS 2 and you will deliver training on advanced accounting topics both internally and externally. You will be responsible for identifying system enhancements and development opportunities based on client needs and regulatory changes. Additionally, you will create and maintain whitepapers and all other accounting documentation.

 

Responsibilities will include, but not be limited to:

  • Provide proactive financial reporting support to corporate clients and make recommendations when appropriate to address reporting challenges
  • Lead Sales Demos covering the financial reporting features of Equiview.
  • Lead discovery and consultation conversations with corporate clients to determine their needs.
  • Play a leading role in the financial reporting conversion efforts for new clients coming on board.
  • Be the subject matter expert in domestic and international share-based payment concepts
  • Understand overall stock plan record-keeping system architecture and functionality
  • Understand the Schwab EquiView financial reporting system from settings configuration to expense and disclosure reporting calculations
  • Monitor regulatory changes, drive thought leadership efforts and provide sales support
  • Identify development opportunities, gather business requirements, and work with Product Management to implement new financial reporting features
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

  • 5-8 years’ work experience in the equity compensation industry with minimum 5 years’ experience working with ASC 718/IFRS2.
  • Ability to balance the needs of our clients and implement SPS best practices
  • Strong communication skills with an ability to build positive working relationships with both our clients and internal partners
  • 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
  • Organized and able to effectively manage own time
  • Ability to handle stressful situations and prioritize competing deadlines
  • High attention to detail and the ability to see things through from concept to implementation
  • Strong business analysis and problem-solving skills and ability to troubleshoot issues
  • Ability to effectively work in a collaborative team environment and provide the best possible outcomes for our clients
  • Ability to improve existing processes and create innovate solutions
  • Leverage strong written and verbal communication skills to effectively explain data and analysis in a compelling manner to all levels of leadership
  • Proficiency in Microsoft Office application such as Excel, PowerPoint, and Word
  • Bachelor’s degree in accounting, Finance or related field

Preferred Qualifications

  • Certified Equity Professional (CEP)

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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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