Reporting Analyst Jobs

About The Position

Requirements

• Entrepreneurial passion, professional persistence, and a consistently positive, solutions-oriented attitude.
• Exceptional stock plan and product management capabilities, including the ability to synthesize complex data, operational needs, and stakeholder feedback into actionable insights and product outcomes.
• At least two years of experience as a Product Owner, Product Manager, or in an equivalent role leading product backlogs, roadmap delivery, testing, implementation, and cross-functional outcomes.
• Experience in equity compensation, stock plan administration, equity accounting, financial reporting, and equity systems operations.
• Deep knowledge of ASC 718 and equity modification accounting, with experience supporting stock-based compensation expense calculations, reconciliations, and financial reporting processes.
• Working knowledge of applicable IRS and SEC requirements, including Section 16 reporting; Forms 3, 4, and 5; 10-K and 10-Q disclosures; proxy reporting; and other equity-related regulatory filings.
• Strong knowledge of Employee Stock Purchase Plans, including ESPP accounting, administration, plan design, taxation, and employee reporting.
• Experience with equity plan platforms and enterprise financial reporting solutions, such as EquiView, Equity Edge Online, Shareworks, Fidelity PSW, and Certent/Global Shares.
• Strong analytical and problem-solving abilities, including experience troubleshooting complex issues involving equity data, accounting calculations, reconciliations, business processes, and technology.
• High attention to detail and ability to drive work from initial concept through testing, implementation, operational readiness, and post-implementation stabilization.
• Ability to deliver predictably, proactively identify and manage risks, and communicate clearly with business partners, technology teams, clients, and other stakeholders.
• Ability and desire to work effectively and efficiently in a highly collaborative, cross-functional team environment.
• Experience participating in cross-functional initiatives involving systems implementations, technology enhancements, financial reporting, operational process improvements, regulatory compliance, and business process redesign.
• Experience with equity platform implementations, process optimization, IPO readiness, tender offers, financial reporting improvements, and equity system migrations.
• Ability to combine stock plan administration expertise, systems thinking, and AI-assisted software development to turn ambiguous equity compensation requirements into automated, auditable solutions.
• Excellent written and verbal communication skills, including experience conducting training, supporting prospective client discussions, collaborating with external auditors and consultants, and preparing regulatory disclosures and participant communications.
• Bachelor’s degree or equivalent professional experience.
• Authorization to work in the United States for any employer, now and in the future, without employer sponsorship.

Nice To Haves

• Current, hands-on EquiView Financial Reporting product experience.
• Familiarity with IFRS 2.
• Agile and Scrum experience.
• Project management, Agile, Scrum, or equivalent certification.

Responsibilities

• Lead end-to-end delivery of complex, multi-release EquiView initiatives, including financial reporting enhancements and regulatory- and business-driven updates.
• Own initiative plans and outcomes, including scope, timeline, dependencies, risks, resourcing, and stakeholder alignment.
• Drive UAT strategy and execution, including planning, coordination, communications, and sign-off, and ensure operational readiness for launch.
• Partner with product owners, analysts, engineers, and stakeholders in an Agile environment to clarify problems and requirements and deliver incrementally.
• Balance near-term commitments with longer-term platform strategy.
• Partner with business stakeholders to define acceptance criteria and refine backlog items so requirements are testable and executable.
• Work with Engineering and QA on solution design, functional behavior, and resolution of complex platform issues.
• Collaborate with Reporting, Client Services, Conversion, Product Support, and Operations on client readiness, training, and post-launch adoption.
• Contribute to the product vision and roadmap for EquiView financial reporting and recordkeeping capabilities using market and regulatory awareness and stakeholder insights.
• Identify opportunities to simplify workflows, reduce operational risk, and improve scalability for clients and internal teams.
• Define success measures for quality, timeliness, adoption, and risk reduction, and drive delivery from discovery through launch.
• Ensure solutions are well-documented, supportable, aligned to client needs, and consistent with Schwab operational controls.
• Translate ambiguous equity compensation requirements into automated, auditable solutions.