Financial Reporting Manager, Stock Plan Services
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.
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.
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)
What’s in it for you
At Schwab, we’re committed to empowering our employees’ personal and professional success. Our purpose-driven, supportive culture, and focus on your development means you’ll get the tools you need to make a positive difference in the finance industry. 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
- 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)
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.