Charles Schwab

Manager, Financial & Regulatory Reporting

Charles Schwab • $110K — $130K *
Lone Tree, CO 80124In-Person
Finance & Insurance
5 - 7 years of experience
Today
Be an Early Applicant
Job Overview by Ladders

Qualifications

  • Bachelor’s degree in Accounting or higher
  • 5+ years of experience in U.S. GAAP accounting and financial reporting
  • Experience in preparing SEC filings and public-company financial statements
  • Knowledge of SEC requirements and XBRL
  • Strong attention to detail and critical thinking skills
  • Problem-solving ability in complex accounting matters
  • Cross-functional collaboration and strong communication skills
  • Advanced Microsoft Excel skills

Responsibilities

  • Prepare and review regulatory filings and audited financial statements
  • Research complex financial reporting matters and propose solutions
  • Ensure accuracy and compliance in financial disclosures
  • Support audits and regulatory examinations
  • Collaborate with internal teams across the organization
  • Enhance processes to improve reporting accuracy
  • Deliver reliable reporting to stakeholders

Benefits

  • Bonus or incentive opportunities
  • Support for continuous learning and professional development
Full Job Description

The SEC Reporting team, within the Corporate Controller’s Department, produces accurate and timely financial reporting for The Charles Schwab Corporation and its broker-dealer, banking, and international subsidiaries. As Manager, SEC Reporting, you will help prepare and review regulatory filings, audited financial statements, earnings materials, and supporting documentation while applying sound judgment to evolving accounting and disclosure requirements.

 

Your work will strengthen reporting accuracy, regulatory compliance, and the company’s internal control environment. You will research complex reporting matters, identify practical solutions, improve processes, and support audits and regulatory examinations. Success requires careful decision-making, attention to detail, and adaptability in a deadline-driven environment. You will collaborate across accounting, finance, treasury, legal, investor relations, and technical accounting teams to resolve issues, support complete disclosures, and deliver dependable reporting to internal and external stakeholders.

 

What you have

Required Qualifications

  • Bachelor’s degree or higher in Accounting
  • 5+ years of U.S. generally accepted accounting principles accounting and financial reporting experience
  • Recent experience preparing SEC filings, public-company financial statements, and financial statement footnotes
  • Financial Reporting and Regulatory Reporting skills, including knowledge of SEC requirements and XBRL
  • Financial Accounting and Regulatory Compliance skills, with the ability to research guidance and apply it to accurate disclosures
  • Attention to Detail and Critical Thinking skills demonstrated through accurate reports, workpapers, and documentation
  • Ability to use Problem Solving and Decision Making skills when addressing complex accounting and reporting matters
  • Cross-Functional Collaboration and Communication skills for working effectively with business partners
  • Advanced Microsoft Excel skills and intermediate Microsoft Office Suite skills

 

Preferred Qualifications

  • Certified Public Accountant license
  • Public accounting experience
  • Financial services accounting experience within a broker-dealer, banking, or comparable regulated environment
  • Experience with PeopleSoft, Adobe Acrobat, or Workiva Wdesk
  • Experience applying Internal Control Evaluation and Process Improvement skills within financial reporting processes
  • Ability to manage multiple priorities, adapt to changing requirements, and deliver accurate work within strict deadlines
  • Commitment to Continuous Learning and continued development in financial and regulatory reporting

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

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

Similar Jobs

Ad banner background

Get Ready For Your
Next Interview

More Jobs at Charles Schwab

More Finance & Insurance Jobs

Find similar Manager, Financial & Regulatory Reporting jobs:

NationwideLone Tree, CO