Financial Reporting Manager - Stock Plan Services

Charles Schwab • Westlake, TX

91d

About The Position

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. Applicants must be currently authorized to work in the United States on a full-time basis without employer sponsorship. 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.

Requirements

• 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 innovative 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

Nice To Haves

• Certified Equity Professional (CEP)

Responsibilities

• 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 This Job Offers

• Job Type: Full-time
• Industry: Securities, Commodity Contracts, and Other Financial Investments and Related Activities
• Education Level: Bachelor's degree