Manager, Financial & Regulatory Reporting

Charles Schwab; Lone Tree (CO); On-site; USD 120,000 - 190,000; Full time

Job summary

Charles Schwab is seeking a Manager, SEC Reporting, to drive accurate regulatory filings and financial disclosures. The role focuses on the SEC reporting process, audited statements, and earnings materials for the corporate and subsidiary entities.

You will partner with accounting, finance, treasury, legal, investor relations, and technical accounting teams to ensure precise, timely reporting. Ideal candidates bring 5+ years in U.S.

Qualifications

• Bachelor's degree in Accounting or higher.
• 5+ years of U.S. GAAP accounting and financial reporting experience.
• Experience preparing SEC filings and public-company financial statements.
• Knowledge of SEC requirements and XBRL.
• Ability to research guidance and apply it to disclosures.
• Strong attention to detail and analytical thinking.
• Effective problem solving and decision making in complex issues.
• Collaborates with cross-functional partners and communicates clearly.
• Advanced Excel and solid MS Office skills.

Responsibilities

• Prepare and review regulatory filings, audited financial statements, and earnings materials.
• Support accurate disclosures and maintain internal controls.
• Research complex reporting matters and improve processes.
• Assist audits and regulatory examinations with timely documentation.
• Collaborate with accounting, finance, treasury, legal, and investor relations teams.

Skills

GAAP accounting

SEC filings

Financial reporting

Attention to detail

Problem solving

Cross-functional collaboration

Excel skills

Communication

Education

Bachelor's degree in Accounting

Tools

PeopleSoft

Adobe Acrobat

Workiva Wdesk

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. We believe in the importance of in-office collaboration and fully intend for the selected candidate for this role to work on site in the specified location(s).

The SEC Reporting team, within the Corporate Controller’s Department, produces accurate and timely financial reporting for The Charles Schwab Corporation and its broker-dealer, banking, and international subsidiaries. As Manager, SEC Reporting, you will help prepare and review regulatory filings, audited financial statements, earnings materials, and supporting documentation while applying sound judgment to evolving accounting and disclosure requirements.

Your work will strengthen reporting accuracy, regulatory compliance, and the company’s internal control environment. You will research complex reporting matters, identify practical solutions, improve processes, and support audits and regulatory examinations. Success requires careful decision-making, attention to detail, and adaptability in a deadline-driven environment. You will collaborate across accounting, finance, treasury, legal, investor relations, and technical accounting teams to resolve issues, support complete disclosures, and deliver dependable reporting to internal and external stakeholders.

What you have

Required Qualifications

• Bachelor’s degree or higher in Accounting
• 5+ years of U.S. generally accepted accounting principles accounting and financial reporting experience
• Recent experience preparing SEC filings, public-company financial statements, and financial statement footnotes
• Financial Reporting and Regulatory Reporting skills, including knowledge of SEC requirements and XBRL
• Financial Accounting and Regulatory Compliance skills, with the ability to research guidance and apply it to accurate disclosures
• Attention to Detail and Critical Thinking skills demonstrated through accurate reports, workpapers, and documentation
• Ability to use Problem Solving and Decision Making skills when addressing complex accounting and reporting matters
• Cross-Functional Collaboration and Communication skills for working effectively with business partners
• Advanced Microsoft Excel skills and intermediate Microsoft Office Suite skills

Preferred Qualifications

• Certified Public Accountant license
• Public accounting experience
• Financial services accounting experience within a broker-dealer, banking, or comparable regulated environment
• Experience with PeopleSoft, Adobe Acrobat, or Workiva Wdesk
• Experience applying Internal Control Evaluation and Process Improvement skills within financial reporting processes
• Ability to manage multiple priorities, adapt to changing requirements, and deliver accurate work within strict deadlines
• Commitment to Continuous Learning and continued development in financial and regulatory reporting

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

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