Charles Schwab

Senior Financial Reporting Manager, Stock Plan Services

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

Qualifications

  • 7+ years in financial services, 5+ years in equity compensation.
  • Expertise in ASC 718 and IFRS 2 accounting standards.
  • Strong communication skills for client and internal collaboration.
  • Self-directed, capable of independent and team-oriented work.
  • Proficient in time management and prioritizing tasks.
  • Ability to thrive under stress and meet competing deadlines.
  • Detail-oriented with a knack for process improvement.
  • Strong analytical, problem-solving, and troubleshooting skills.
  • Effective communicator with the ability to present data to various leadership levels.
  • Proficient in Microsoft Office Suite and hold a Bachelor's degree in related field.
  • Certified Equity Professional (CEP) designation.

Responsibilities

  • Provide proactive financial reporting support and make client recommendations.
  • Lead consultations with corporate clients to assess their needs.
  • Serve as a subject matter expert in share-based payment concepts.
  • Understand and navigate the stock plan record-keeping system.
  • Manage configurations in the Schwab EquiView financial reporting system.
  • Monitor regulatory changes and drive thought leadership initiatives.
  • Identify development opportunities and collaborate with Product Management to implement new features.

Benefits

  • Eligible for bonus or incentive opportunities.
Full Job Description
Your Opportunity

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 the recordkeeping and employee services.  Our mission is to provide a world class experience for our clients and to provide the opportunity for the employees of our corporate clients to achieve their financial fitness goals. Stock Plan Services is seeking a Financial Reporting Manager who has a deep understanding of share-based payment concepts.

 

The Sr Manager, 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. This position requires subject matter expertise in both ASC 718 and IFRS 2 and the ability to deliver training on advanced accounting topics both internally and externally. This position will be responsible for identifying system enhancements and development opportunities based on client needs and regulatory changes. Additionally, this position will create and maintain whitepapers and all other accounting documentation. Responsibilities Include:

 

  • Provide proactive financial reporting support to corporate clients and make recommendations when appropriate to address reporting challenges
  • Lead discovery and consultation conversations with corporate clients to determine their needs.
  • 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

 

  • 7+ years work experience in the financial services industry with minimum 5 years experience working in the equity compensation industry, 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
  • 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 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, multi-tasking capabilities, and ability to troubleshoot issues
  • Effectively work in a collaborative team environment and provide the best possible outcomes for our clients
  • Demonstrate excellent critical analysis with a very high attention to detail to improve existing processes and 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
  • Certified Equity Professional (CEP)

In addition to the salary range, this role is also eligible for bonus 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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