Senior Manager, SEC Reporting - Climate Reporting & Data Management

Charles Schwab•Lone Tree, CO

About The Position

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. As part of the Corporate Controller's Department, the SEC Reporting group is responsible for the preparation of annual, quarterly, and other reports filed with the Securities and Exchange Commission (e.g.,10-Ks, 10-Qs, 8-Ks) for The Charles Schwab Corporation (NYSE: SCHW). The SEC Reporting group is also responsible for audited financial statements and other applicable external reporting requirements for applicable subsidiary entities, including Schwab's broker-dealer, banks, and international subsidiaries. The SEC Reporting group works closely with business partners across different departments to ensure compliance with financial reporting and disclosure rules and regulations from the SEC and other regulators and appropriate application of U.S. GAAP. The Senior Manager of Climate Reporting & Data Management is an important leader on Schwab's SEC Reporting team, leading the Company's climate disclosure compliance and data management efforts. This role ensures timely, accurate, and audit-ready greenhouse gas (GHG) emissions data reporting in alignment with the Greenhouse Gas Protocol, the Task Force on Climate-Related Financial Disclosures (TCFD), and other relevant frameworks. The Senior Manager oversees compliance with mandatory climate reporting requirements, including California's climate disclosure laws. This role will be heavily involved in leading and managing disclosure development, designing and refining internal controls and climate reporting disclosure processes, and being a key leader on a highly visible team charged with external reporting for the public company and relevant subsidiaries.

Requirements

Bachelor's degree or higher in Accounting, Finance, or related field; CPA license preferred.
Minimum of 7 years' experience in U.S. GAAP accounting, auditing, financial reporting, sustainability reporting, or related finance roles required; financial modeling experience preferred.
Excellent written and verbal communication ability, and strong project management skills with experience leading cross-functional compliance initiatives.
Strong problem-solving skills and high degree of self-motivation to take initiative to research and resolve issues.
Ability to interpret complex regulations and translate them into actionable compliance strategies.
Excellent attention to detail with a commitment to maintaining a high degree of accuracy in every aspect of your work.

Nice To Haves

Broker-dealer, banking, or asset management industry experience preferred.
Familiarity with the Greenhouse Gas Protocol, PCAF standards, and climate-related disclosure frameworks (e.g., SASB Standards, TCFD Recommendations, or IFRS Sustainability Disclosure Standards) preferred.
Familiarity with California's Corporate Greenhouse Gas Reporting and Climate-Related Financial Risk Disclosure Programs preferred.
Experience with voluntary emissions reporting, such as CDP or corporate sustainability reports, preferred.
Knowledge of carbon accounting and assurance requirements for GHG emissions data preferred.
Knowledge of climate-related financial risk, climate-related regulatory reporting requirements, and climate-related considerations impacting the financial services industry and large, multi-entity organizations preferred.
Demonstrated proficiency in computer applications, such as Microsoft Office applications, and experience with data management systems and audit processes for climate reporting preferred.
Experience with PeopleSoft, Adobe Acrobat, and financial reporting software (e.g., Workiva Wdesk) preferred.

Responsibilities

Oversee compliance with California and other applicable climate disclosure laws, including annual reporting of Scope 1, 2, and 3 GHG emissions and supporting climate-related financial risk disclosures.
Lead the collection, validation, analysis, and reporting of GHG emissions data across operations, including financed emissions from lending and investment activities.
Design, implement, and manage climate reporting processes, ensuring robust and audit-ready documentation.
Coordinate third-party assurance for GHG emissions data as required by law, regulation, and internal policies.
Prepare and submit disclosures in accordance with the GHG Protocol, TCFD Recommendations, and applicable regulatory guidance (e.g., California Air Resources Board (CARB), Partnership for Carbon Accounting Financials (PCAF)).
Collaborate with cross-functional teams (e.g., Legal, Finance, Corporate Real Estate, IT, Risk Management, and external consultants) to deliver on compliance and reporting objectives. Also coordinate governance activities associated with climate reporting, including collaboratively designing the reporting governance process for GHG emissions.
Evaluate and source internal and external climate-related data elements, developing necessary architecture to store and manage data.
Ensure strong internal controls over climate data and disclosures, meeting relevant assurance standards.
Track regulatory developments and update internal stakeholders on changes affecting compliance and reporting.
Prepare and review materials for internal and external stakeholders, summarizing results, analyzing areas of focus, and communicating solutions.
Serve as subject matter expert on climate-related reporting requirements, policies, and procedures, and monitor changes in these rules, regulations, and ongoing industry practices.
Support the design, preparation, completion, and review of other external and internal financial reports, including reports filed with the SEC as well as other U.S. and international regulators.
Participate in and lead projects as they arise to research the disclosure impacts of changes in our business and industry, as well as other ad hoc disclosure research or projects.
Actively seek to contribute to an engaged and high-performing team environment.