Financial Reporting Manager Stock Plan Services

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

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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What's in it for you

At Schwab, you're empowered to shape your future. We champion your growth through meaningful work, continuous learning, and a culture of trust and collaboration - so you can build the skills to make a lasting impact. Our Hybrid Work and Flexibility approach balances our ongoing commitment to workplace flexibility, serving our clients, and our strong belief in the value of being together in person on a regular basis.

We offer a competitive benefits package that takes care of the whole you - both today and in the future:

• 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