Equity Compensation Financial Reporting Lead

Charles Schwab; Westlake (TX); On-site; USD 135,000 - 195,000; Full time

Benefits offered by this job

401(k) with company match

Employee stock purchase plan

Parental leave

Tuition reimbursement

Health, dental, and vision insurance

Sabbatical after 5 years

Job summary

Schwab is seeking a senior professional for the Stock Plan Services group in Westlake, TX. The role requires deep equity compensation knowledge and ASC 718/IFRS 2 expertise to support corporate clients with financial reporting, governance, and regulatory alignment.

You will lead demos, consult with clients to determine needs, guide conversion efforts for new accounts, and stay ahead of changes in regulations. Collaboration with Product Management and cross-functional teams is essential.

Qualifications

• 5+ years equity compensation experience, including ASC 718 and/or IFRS 2 expertise.
• Proven analytical thinking and analytics & reporting capabilities to explain data clearly.
• Strong communication skills to understand client needs and build relationships with clients and leadership.
• Self-directed and able to work independently while collaborating with cross-functional teams.
• Demonstrated time management and organizational skills to handle multiple tasks.

Responsibilities

• Provide proactive financial reporting support to corporate clients and recommend solutions for reporting challenges.
• Lead sales demos covering Equiview's financial reporting features.
• Lead discovery conversations with corporate clients to determine needs.
• Lead financial reporting conversion efforts for new clients.
• Be the subject matter expert in domestic and international share-based payments.
• Understand stock plan record-keeping systems and Schwab EquiView reporting.
• Monitor regulatory changes and drive thought leadership with sales teams.
• Gather requirements and work with Product Management to implement new features.

Skills

Equity compensation knowledge

ASC 718 expertise

IFRS 2 expertise

Analytical thinking

Communication skills

Time management

Problem solving

Regulatory compliance knowledge

Microsoft Excel

Education

Bachelor's degree in Accounting/Finance

Tools

Microsoft Excel

PowerPoint

Word

Job description

Schwab is seeking a senior professional for the Stock Plan Services group in Westlake, TX. The role requires deep equity compensation knowledge and ASC 718/IFRS 2 expertise to support corporate clients with financial reporting, governance, and regulatory alignment.

You will lead demos, consult with clients to determine needs, guide conversion efforts for new accounts, and stay ahead of changes in regulations. Collaboration with Product Management and cross-functional teams is essential.