Senior Specialist Accounting
Your Opportunity
Your opportunity
At Schwab, you’re empowered to make an impact on your career. Here, innovative thought meets creative problem solving, helping us “challenge the status quo” and transform the finance industry together.
The Compensation and Benefit Accounting team is part of the Corporate Controller’s Department, which is responsible for all financial accounting and reporting for the Charles Schwab Corporation and subsidiaries. In collaboration with our business partners, we provide comprehensive financial information to shareholders, management, regulators, and tax authorities.
The Senior Specialist is responsible for performing various monthly and quarterly financial accounting functions, executing on internal controls to ensure a SOX compliant environment, and collaborating with business partners to ensure timely and accurate recording of business transactions. This position will report directly to the Team Manager.
What you have
2-5 years of experience related to accounting and month-end close functions in medium to large companies preferred
Advanced Microsoft Excel and financial reporting skills preferred
Bachelor's degree in Accounting or Finance
Public-company, internal audit, and/or Financial services experience preferred
Proactive, results-oriented operating style
Strong attention to detail
Excellent time management skills
Strong written and verbal communication skills. Can articulate sophisticated technical issues in a way that non-experts can understand
Solid understanding of GAAP
PeopleSoft Financial experience is a plus
Data analysis experience and/or process optimization experience is a plus
Certified public accountant is a plus
What you'll do:
Prepares and records monthly and quarterly journal entries
Reconciles balance sheet accounts and manages subledger data
Prepares variance analysis on a monthly, quarterly, and annual basis
Understands and executes on internal controls
Identifies process improvements
Analyzes large sets of data and files involving confidential data, and is a trusted steward of sensitive information
Provides support to team members, internal business partners, and internal and external auditors
Develops and maintain strong cross-functional relationships with a variety of business partners
Completes special projects and ad-hoc requests
In addition to the salary range, this position is also eligible for bonus or incentive opportunities.
What’s in it for you
At Schwab, you’re empowered to shape your future. We champion your growth through meaningful work, continuous learning, and a culture of trust and collaboration—so you can build the skills to make a lasting impact. Our Hybrid Work and Flexibility approach balances our ongoing commitment to workplace flexibility, serving our clients, and our strong belief in the value of being together in person on a regular basis.
We offer a competitive benefits package that takes care of the whole you – both today and in the future:
- 401(k) with company match and Employee stock purchase plan
- Paid time for vacation, volunteering, and 28-day sabbatical after every 5 years of service for eligible positions
- Paid parental leave and family building benefits
- Tuition reimbursement
- Health, dental, and vision insurance
What you are good at
What you have
2-5 years of experience related to accounting and month-end close functions in medium to large companies preferred
Advanced Microsoft Excel and financial reporting skills preferred
Bachelor's degree in Accounting or Finance
Public-company, internal audit, and/or Financial services experience preferred
Proactive, results-oriented operating style
Strong attention to detail
Excellent time management skills
Strong written and verbal communication skills. Can articulate sophisticated technical issues in a way that non-experts can understand
Solid understanding of GAAP
PeopleSoft Financial experience is a plus
Data analysis experience and/or process optimization experience is a plus
Certified public accountant is a plus
What you'll do:
Prepares and records monthly and quarterly journal entries
Reconciles balance sheet accounts and manages subledger data
Prepares variance analysis on a monthly, quarterly, and annual basis
Understands and executes on internal controls
Identifies process improvements
Analyzes large sets of data and files involving confidential data, and is a trusted steward of sensitive information
Provides support to team members, internal business partners, and internal and external auditors
Develops and maintain strong cross-functional relationships with a variety of business partners
Completes special projects and ad-hoc requests
In addition to the salary range, this position is also eligible for bonus or incentive opportunities.
Why Schwab?
At Schwab, “Own Your Tomorrow” embodies everything we do! We are committed to helping our employees unleash their potential and achieve their dreams. Our employees get to play a central role in disrupting a multi-trillion-dollar industry, creating a better, more modern way to build and manage wealth. We’re a modern financial services firm that stands apart from the industry, where you can go as far as your ambition takes you.
Hear from employees: What’s it like to work at Schwab!
The benefits of working at Schwab : a package designed to empower your health, wealth, career and life. Schwab is committed to building a diverse and inclusive workplace where everyone feels valued.
As an equal employment opportunity employer, our policy is to provide equal employment opportunities to all employees and applicants without regard to any status that is protected by law. (Please click here to see policy.)
Schwab is also an affirmative action employer, focused on advancing women, minorities, veterans, and individuals with disabilities in the workplace. We believe diversity and inclusion are part of our success as a company and our purpose of serving every client with passion and integrity.