Manager, Financial & Regulatory Reporting

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. We believe in the importance of in-office collaboration and fully intend for the selected candidate for this role to work on site in the specified location(s).

The Regulatory Reporting team, part of Schwab’s Corporate Controller organization, is responsible for delivering accurate and timely financial, regulatory, risk, and performance reporting for the consolidated company and its subsidiaries. As Manager, Financial and Regulatory Reporting, you will help strengthen the data, processes, and controls that support reports provided to federal regulators and the investing public.

Responsibilities

• Own the team’s change management process.
• Partner with technology and business teams to automate reporting workflows.
• Use data analytics to identify trends, investigate anomalies, and improve data quality.
• Evaluate complex reporting processes, make informed decisions about control and efficiency improvements.
• Help integrate new products into established reporting frameworks.
• Improve reporting accuracy, strengthen data governance, and help create scalable solutions that support Schwab’s regulatory obligations and long-term growth.

Requirements

• Bachelor’s degree or higher in Accounting, Finance, Computer Science, Data Engineering, or a related field.
• Banking or financial services experience with demonstrated knowledge of banking products.
• Proficiency with Microsoft Office Suite, SQL, Alteryx, and Tableau.
• Demonstrated Data Analytics skills, including the ability to identify trends, investigate anomalies, and translate data into actionable insights.
• Strong Communication skills, including experience developing and delivering presentations to management.
• Demonstrated Problem Solving and Decision Making skills when evaluating complex data, reporting issues, and process risks.
• Ability to independently prioritize and manage daily responsibilities while meeting critical reporting deadlines.

Preferred Qualifications

• Experience supporting Financial Reporting, Regulatory Reporting, or risk reporting processes.
• Experience applying Data Governance practices to improve data quality, reporting accuracy, and control effectiveness.
• Experience with Change Management in a regulated or business-led development environment.
• Demonstrated Process Improvement skills, including evaluating workflows and implementing scalable efficiency improvements.
• Ability to build Cross-Functional Collaboration across technology, product, risk, accounting, and business teams.
• Adaptability when responding to changing regulatory requirements, reporting needs, technology, or business priorities.

Benefits

• 401(k) with company match and 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.

In addition to the salary range, this role is eligible for bonus or incentive opportunities.

Work Environment

This role operates in a hybrid work environment, balancing in-office collaboration with workplace flexibility. The selected candidate will work on site in the specified location(s).