Financial Reporting Manager Stock Plan Services
About The Position
Schwab Stock Plan Services (SPS) provides public and private companies with administration solutions for equity compensation plans, including stock options, restricted stock, and employee stock purchase programs. The Financial Reporting Manager creates and implements a high-quality experience for equity compensation corporate clients, serving as a subject matter expert in ASC 718, IFRS 2, and Schwab EquiView. The role provides client consultation, training, financial reporting conversion support, regulatory thought leadership, and partners with Product Management to improve financial reporting capabilities in response to client and regulatory needs. The selected candidate is expected to work onsite four days per week in one of the specified locations. Applicants must be authorized to work in the United States for any employer, now and in the future, on a full-time basis without employer sponsorship. The role is eligible for bonuses or incentive opportunities in addition to the salary range.
Requirements
- At least 5 years of equity compensation industry experience, including expertise in ASC 718 and/or IFRS 2.
- Analytical thinking and analytics and reporting capabilities, including the ability to explain data and analysis clearly and apply equity compensation accounting concepts to client reporting needs.
- Strong communication skills, including the ability to understand client needs, explain options, make recommendations, and build positive working relationships with clients, internal partners, and leadership at all levels.
- Ability to work independently and collaborate cross-functionally to balance client needs, apply SPS best practices, coordinate with stakeholders, and achieve team objectives.
- Strong organizational and time-management skills, including the ability to prioritize competing deadlines and support changing client needs.
- High attention to detail and ability to deliver accurate, complete, high-quality work and see initiatives through from concept to implementation.
- Problem-solving, business-analysis, and process-improvement skills, including troubleshooting issues, improving processes, and developing innovative solutions through implementation.
- Regulatory compliance knowledge applicable to ASC 718, IFRS 2, regulatory changes, and related financial-reporting practices.
- Proficiency with Microsoft Office applications, including Excel, PowerPoint, and Word.
- Bachelor’s degree in Accounting, Finance, or a related field.
Nice To Haves
- Certified Equity Professional (CEP).
Responsibilities
- Provide proactive financial reporting support to corporate clients and recommend ways to address reporting challenges.
- Lead sales demonstrations of EquiView financial reporting features.
- Lead discovery and consultation conversations to determine corporate clients’ needs.
- Lead financial reporting conversion efforts for new clients.
- Serve as a subject matter expert in domestic and international share-based payment concepts.
- Understand stock plan record-keeping system architecture and functionality.
- Understand Schwab EquiView financial reporting, from settings configuration through 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.
Benefits
- Eligible for bonuses or incentive opportunities.
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What This Job Offers
Job Type
Full-time
Career Level
Manager
