Manager, Financial & Regulatory Reporting

Charles Schwab; Lone Tree (CO); On-site; USD 90,000 - 130,000; Full time

Benefits offered by this job

401(k) with company match

Paid time off and sabbatical

Parental leave

Tuition reimbursement

Health, dental, and vision insurance

Job summary

Schwab seeks a Manager, Financial and Regulatory Reporting to strengthen data, processes, and controls for regulatory and investor-facing reports. The role centers on change management, automation of workflows, and data analytics to improve accuracy and quality.

Collaboration across product, technology, risk, and accounting is essential for success and growth. The ideal candidate brings finance or accounting expertise, banking experience, and proficiency in SQL, Alteryx, Tableau, and the

Qualifications

• Bachelor's degree in Accounting, Finance, Computer Science, Data Engineering, or related field.
• Banking or financial services experience with knowledge of banking products
• Proficiency with Microsoft Office Suite, SQL, Alteryx, and Tableau
• Data analytics skills to identify trends, investigate anomalies, and translate data into insights
• Strong communication skills with experience presenting to management
• Ability to prioritize and manage daily responsibilities while meeting deadlines

Responsibilities

• Own the change-management process for regulatory reporting.
• Partner with technology and business teams to automate reporting workflows.
• Use data analytics to identify trends, investigate anomalies, and improve data quality.
• Evaluate complex reporting processes and decide on control and efficiency improvements.
• Help integrate new products into established reporting frameworks.

Skills

SQL

Alteryx

Tableau

Data analytics

Communication

Problem solving

Time management

Education

Bachelor's degree in Accounting, Finance, Computer Science, Data Engineering, or related field

Tools

Microsoft Office

Job description

Your opportunity

At Schwab, youre 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 Regulatory Reporting team, part of Schwabs Corporate Controller organization, is responsible for delivering accurate and timely financial, regulatory, risk, and performance reporting for the consolidated company and its subsidiaries. As Manager, Financial and Regulatory Reporting, you will help strengthen the data, processes, and controls that support reports provided to federal regulators and the investing public.

In this role, you will own the teams change management process, partner with technology and business teams to automate reporting workflows, and use data analytics to identify trends, investigate anomalies, and improve data quality. You will evaluate complex reporting processes, make informed decisions about control and efficiency improvements, and help integrate new products into established reporting frameworks.

Your ability to solve problems, adapt to evolving requirements, and build collaborative relationships across product, technology, risk, accounting, and other business areas will be critical to success. Through this work, you will improve reporting accuracy, strengthen data governance, and help create scalable solutions that support Schwabs regulatory obligations and long-term growth.

What you have

Required qualifications

• Bachelors degree or higher in Accounting, Finance, Computer Science, Data Engineering, or a related field
• Banking or financial services experience with demonstrated knowledge of banking products
• Proficiency with Microsoft Office Suite, SQL, Alteryx, and Tableau
• Demonstrated Data Analytics skills, including the ability to identify trends, investigate anomalies, and translate data into actionable insights
• Strong Communication skills, including experience developing and delivering presentations to management
• Demonstrated Problem Solving and Decision Making skills when evaluating complex data, reporting issues, and process risks
• Ability to independently prioritize and manage daily responsibilities while meeting critical reporting deadlines

Preferred qualifications

• Experience supporting Financial Reporting, Regulatory Reporting, or risk reporting processes
• Experience applying Data Governance practices to improve data quality, reporting accuracy, and control effectiveness
• Experience with Change Management in a regulated or business-led development environment
• Demonstrated Process Improvement skills, including evaluating workflows and implementing scalable efficiency improvements
• Ability to build Cross-Functional Collaboration across technology, product, risk, accounting, and business teams
• Adaptability when responding to changing regulatory requirements, reporting needs, technology, or business priorities

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

Whats in it for you

At Schwab, youre empowered to shape your future. We champion your growth through meaningful work, continuous learning, and a culture of trust and collaborationso 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 a 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