Equity Reporting Manager — On-site 4 Days/Week

Charles Schwab Corporation; Westlake (TX); On-site; USD 120,000 - 180,000; Full time

Job summary

Charles Schwab Corporation is seeking a senior professional to support equity compensation reporting for corporate clients. You will serve as the subject matter expert on ASC 718 and IFRS 2, drive conversions for new clients, and lead demos of EquiView's reporting features.

You will work on-site 4 days a week in Texas, collaborating with product, sales, and client teams to deliver accurate, timely financial reporting and regulatory compliance insights.

Qualifications

• 5+ years of equity compensation industry experience with ASC 718 and/or IFRS 2.
• Ability to explain data clearly and apply accounting concepts to client reporting.
• Strong communication and relationship-building with clients and partners.
• Self-directed, with cross-functional collaboration to meet client needs.
• Excellent time management and attention to detail in fast-paced environments.
• Experience with regulatory changes and financial-reporting practices.
• Proficiency in MS Office applications, especially Excel, PowerPoint, Word.
• Bachelor’s degree in Accounting, Finance, or related field.

Responsibilities

• Provide proactive financial reporting support to corporate clients and advise on reporting challenges.
• Lead demos covering EquiView financial reporting features for sales.
• Lead discovery conversations to determine client needs.
• Drive financial reporting conversion efforts for new clients.
• Serve as the subject matter expert in domestic and international share-based payments.
• Understand stock plan record-keeping system architecture and functionality.
• Understand Schwab EquiView reporting, from settings to reporting calculations.
• Monitor regulatory changes and contribute to thought leadership and sales support.
• Identify opportunities and gather requirements with Product Management for new features.

Skills

Equity compensation accounting

Analytical thinking

Communication skills

Time management

Attention to detail

Problem solving

Regulatory compliance

Excel

Cross-functional collaboration

Education

Bachelor’s degree in Accounting or Finance

Tools

Microsoft Office

MS Excel

Job description

Charles Schwab Corporation is seeking a senior professional to support equity compensation reporting for corporate clients. You will serve as the subject matter expert on ASC 718 and IFRS 2, drive conversions for new clients, and lead demos of EquiView's reporting features.

You will work on-site 4 days a week in Texas, collaborating with product, sales, and client teams to deliver accurate, timely financial reporting and regulatory compliance insights.