Hybrid Treasury Regulatory Reporting & Automation Manager

Charles Schwab; Dallas, Westlake (TX, TX); Hybrid; USD 130,000 - 170,000; Full time

Benefits offered by this job

401(k) with company match

Paid vacation

Parental leave

Tuition reimbursement

Health, dental, and vision insurance

Job summary

Charles Schwab seeks a Manager for Treasury Regulatory Reporting & Automation to lead CCAR/FR Y-14A submissions and design scalable data pipelines. You will partner with Treasury, Technology, Data Management, and Risk to improve data quality, controls, and analytics for regulatory outcomes.

Responsibilities include defining data requirements, building automated processes, and ensuring accuracy of regulatory reporting while driving process documentation and governance efforts.

Qualifications

• 5+ years of experience in data management, regulatory reporting, financial analytics, or related disciplines.
• Strong understanding of data architecture, data engineering concepts, cloud-based platforms, and enterprise data ecosystems.
• Demonstrated experience with large-scale databases, data transformation, automation, and analytics tools, including SQL and Python.
• Knowledge of data governance practices, including data lineage, controls, documentation, and quality management.
• Advanced proficiency in Microsoft Excel and PowerPoint.
• Strong understanding of financial reporting, accounting concepts, and regulatory reporting frameworks.
• Experience supporting CCAR regulatory reporting, including FR Y-14A, FR Y-14M, and/or FR Y-14Q reporting.
• Bachelor's degree in Finance, Accounting, Economics, Statistics, Data Science, Information Management, or a related field.

Responsibilities

• Lead the preparation, validation, and submission of CCAR and FR Y-14A regulatory filings, including supporting documentation and reporting deliverables.
• Define data requirements, mappings, and financial metric calculations to support capital stress testing and regulatory reporting activities.
• Establish and maintain data standards, metadata, lineage, and governance processes in alignment with enterprise policies and regulatory requirements.
• Develop and enhance automated data pipelines, quality controls, reconciliations, and reporting processes to improve efficiency, accuracy, and scalability.
• Perform data analysis and investigation to identify data quality issues, assess impacts, and drive timely resolution of reporting discrepancies.
• Validate reporting calculations and ensure the integrity, completeness, and accuracy of regulatory reporting data.
• Partner with Technology teams to deliver data sourcing, integration, transformation, and automation initiatives across large and complex datasets.
• Support the development of analytical reporting and insights, including trend analysis, scenario comparisons, and key drivers of regulatory reporting outcomes.
• Create and maintain process documentation, controls, operating procedures, and governance artifacts.
• Apply strong project management and stakeholder management skills to deliver high-quality results within regulatory reporting deadlines.
• Identify opportunities to automate manual processes and continuously improve operational effectiveness.
• Perform other duties and special projects as assigned.

Skills

Data management

Regulatory reporting

SQL

Python

Data governance

Excel

PowerPoint

Education

Bachelor's degree in Finance, Accounting, Economics, Statistics, Data Science, Information Management, or related field

Master's degree in related field

Tools

SQL

Python

Excel

PowerPoint

Job description

Charles Schwab seeks a Manager for Treasury Regulatory Reporting & Automation to lead CCAR/FR Y-14A submissions and design scalable data pipelines. You will partner with Treasury, Technology, Data Management, and Risk to improve data quality, controls, and analytics for regulatory outcomes.

Responsibilities include defining data requirements, building automated processes, and ensuring accuracy of regulatory reporting while driving process documentation and governance efforts.