Equity Compensation Reporting Manager

Charles Schwab; Lone Tree (CO); On-site; USD 120,000 - 160,000; Full time

Benefits offered by this job

401(k) with match

Employee stock purchase plan

Paid vacation and sabbatical after 5+

Parental leave and family benefits

Tuition reimbursement

Health, dental, vision insurance

Job summary

Charles Schwab in Lone Tree, CO seeks an equity compensation specialist to provide financial reporting support and lead client discussions. You will demo EquiView, guide new client onboarding, and ensure accurate reporting under ASC 718 and IFRS 2 with cross‑functional collaboration.

The role requires 5+ years of experience, strong analytical skills, and proficiency in Excel/Office. On-site 4 days per week with competitive benefits and growth opportunities.

Qualifications

• 5+ years in equity compensation, with ASC 718 and IFRS 2 knowledge.
• Strong analytics and reporting; ability to explain data clearly.
• Excellent communication and stakeholder management skills.
• Self-directed with strong time management and detail orientation.

Responsibilities

• Provide proactive financial reporting support to corporate clients and suggest improvements.
• Lead sales demos covering Equiview's financial reporting features.
• Conduct discovery conversations with clients to determine needs.
• Drive equity reporting conversion efforts for new clients onboarding.
• Serve as SME in domestic and international share-based payments.
• Understand stock plan record-keeping and Schwab EquiView configurations.
• Monitor regulatory changes and contribute to thought leadership.
• Gather requirements and coordinate with Product Management on features.

Skills

Equity compensation

ASC 718

IFRS 2

Analytics & reporting

Education

Bachelor’s degree in Accounting/Finance

Tools

Excel

PowerPoint

Word

Job description

Charles Schwab in Lone Tree, CO seeks an equity compensation specialist to provide financial reporting support and lead client discussions. You will demo EquiView, guide new client onboarding, and ensure accurate reporting under ASC 718 and IFRS 2 with cross‑functional collaboration.

The role requires 5+ years of experience, strong analytical skills, and proficiency in Excel/Office. On-site 4 days per week with competitive benefits and growth opportunities.