Financial Reporting Manager Stock Plan Services

Charles Schwab Inc.; 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

Your Opportunity

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.

Applicants must currently be authorized to work for any employer in the United States, now and in the future, on a full-time basis without employer sponsorship.

We believe in the importance of in-office collaboration and fully intend for the selected candidate to work on site 4 days per week in one of the specified locations.

Schwab Stock Plan Services (SPS) provides solutions to public and private companies for administration of equity compensation plans, including stock options, restricted stock, and employee stock purchase programs (ESPP). This role creates and implements a world-class experience for equity compensation corporate clients by serving as a subject matter expert in ASC 718, IFRS 2, and Schwab EquiView, providing client consultation, training, financial reporting conversion support, regulatory thought leadership, and partnership with Product Management to enhance financial reporting capabilities based on client and regulatory needs.

What you will do:

• 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
• Monitor 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

What you have

To ensure that we fulfill our promise of "challenging the status quo," this role has specific qualifications that successful candidates should have.

Required Qualifications:

• 5+ years of equity compensation industry experience, including ASC 718 and/or IFRS 2 expertise.
• Proven Analytical Thinking and Analytics & Reporting capabilities, with the ability to explain data and analysis clearly and apply equity compensation accounting concepts to client reporting needs.
• Strong Communication skills, including the ability to understand client needs, explain options, make recommendations, and build positive working relationships with clients, internal partners, and all levels of leadership.
• Self-directed and self-motivated, with the ability to work independently on a variety of tasks while using Cross-Functional Collaboration to balance client needs, apply SPS best practices, coordinate with stakeholders, and achieve team-oriented objectives.
• Demonstrated Time Management, with strong organizational skills and the ability to manage a variety of tasks, prioritize competing deadlines and support client’s changing needs.
• High Attention to Detail, with the ability to deliver accurate, complete, and high-quality work and see initiatives through from concept to implementation.
• Demonstrated Problem Solving, business-analysis, and process-improvement skills, including troubleshooting issues, improving existing processes, and developing innovative solutions from concept through implementation.
• Experience applying Regulatory Compliance knowledge to ASC 718, IFRS 2, regulatory changes, and related financial-reporting practices.
• Proficiency in Microsoft Office applications, including Excel, PowerPoint, and Word.
• Bachelor’s degree in Accounting, Finance, or a related field.

Preferred Qualifications:

• Certified Equity Professional (CEP).

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

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