Financial Reporting Manager - Stock Plan Services

About the role

Stock Plan Services (SPS) at Schwab is seeking a Financial Reporting Manager with expertise in share-based payment concepts. The role involves providing support services to corporate clients, delivering training, identifying system enhancements, and creating accounting documentation.

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.
• Maintain awareness of 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.

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.
• Able to manage own time effectively.
• Able to handle stressful situations and prioritize competing deadlines.
• A 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.
• Able to collaborate in a team environment and provide the best possible outcomes for our clients.
• Leverage strong written and verbal communication skills to explain data and analysis in a compelling manner to all levels of leadership.
• Proficiency in Microsoft Office applications such as Excel, PowerPoint, and Word.
• Bachelor’s degree in accounting, Finance or related field.

Qualifications

• Required Qualifications: 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.
• Able to manage own time effectively.
• Able to handle stressful situations and prioritize competing deadlines.
• A 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.
• Able to collaborate in a team environment and provide the best possible outcomes for our clients.
• Leverage strong written and verbal communication skills to explain data and analysis in a compelling manner to all levels of leadership.
• Proficiency in Microsoft Office applications such as Excel, PowerPoint, and Word.
• Bachelor’s degree in accounting, Finance or related field.

Benefits

• 401(k) with company match and Employee stock purchase plan.
• Paid time off 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.

Pay

Competitive salary and benefits package.

Schedule

Hybrid Work and Flexibility approach balancing workplace flexibility, client service, and regular in-person meetings.