Manager, Financial & Regulatory Reporting

Charles Schwab Corporation; Lone Tree (CO); On-site; USD 120,000 - 180,000; Full time

Job summary

Charles Schwab Corporation in Colorado is seeking a Manager, Financial and Regulatory Reporting to lead the consolidated reporting function, work with cross‑functional teams, and ensure timely regulatory submissions. You will own change management for reporting workflows, partner with technology and business units to automate processes, and use data analytics to improve data quality and reporting accuracy.

This role emphasizes collaboration across risk, accounting, product, and operations.

Qualifications

• Bachelor’s degree or higher in Accounting, Finance, CS, 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 and translate data into insights.
• Strong communication skills for presenting to management.
• Problem solving and decision making when evaluating data, reporting issues, and process risks.
• Ability to prioritize daily responsibilities and meet deadlines.

Responsibilities

• Own the team’s change management process and reporting workflows.
• Collaborate with technology and business teams to automate processes.
• Analyze data to identify trends, anomalies, and improve data quality.
• Evaluate reporting processes and implement control improvements.
• Partner across product, technology, risk, accounting and business areas.

Skills

Data analytics

Communication skills

Problem solving

Prioritization & time management

Change management

Education

Bachelor’s degree or higher in Accounting, Finance, CS, Data Engineering, or related field

Tools

SQL

Alteryx

Tableau

Microsoft Office Suite

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 Regulatory Reporting team, part of Schwab’s 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 team’s 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 Schwab’s regulatory obligations and long‑term growth.

What you have

Required qualifications

• Bachelor’s 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.