Financial Reporting Analyst, Stock Plan Services
Your Opportunity
Your opportunity
Applicants must be currently authorized to work in the United States on a full-time basis without employer sponsorship.
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.
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.
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
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.
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.