Senior Specialist, Stock Plan Services Financial Reporting Analyst

$72,000 - $92,000/Yr

Charles Schwab - Phoenix, AZ

Full-time - Mid Level

Phoenix, AZ

Securities, Commodity Contracts, and Other Financial Investments and Related Activities

About the position

The Financial Reporting Analyst at Schwab Stock Plan Services (SPS) plays a crucial role in providing expertise on equity compensation concepts and the proprietary recordkeeping system, EquiView. This position involves ensuring accurate financial reporting and compliance with accounting guidance and regulatory requirements while supporting clients in managing their equity compensation plans effectively.

Responsibilities

• 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 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 Financial Reporting 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.

Requirements

• 3-5 years Client-facing financial services experience with 1-2 years of stock-based compensation experience preferred.
• Strong written and verbal communication skills to effectively explain data and analysis in a compelling manner to 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.
• Well organized with the ability to handle stressful situations and prioritize competing deadlines.
• 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.

Nice-to-haves

• CEP (preferred)

Benefits

• 401(k) with company match
• 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