Treasury Regulatory Reporting Manager - CCAR & Automation

Charles Schwab; San Francisco (CA); Hybrid; USD 150,000 - 210,000; Full time

Benefits offered by this job

401(k) with company match

Employee stock purchase plan

Paid time off for vacation, volunteer,

Sabbatical after five years

Paid parental leave and family buildin

Job summary

Charles Schwab is seeking a Manager, Treasury Regulatory Reporting & Automation in San Francisco to lead CCAR and FR Y-14A filings and drive automation across data pipelines. You will partner with Treasury, Technology, Data Management, and Risk teams to improve data quality and reporting accuracy.

The role emphasizes data governance, scalable processes, and timely regulatory submissions, with a hybrid work model and opportunities to influence capital planning and regulatory outcomes.

Qualifications

• 5+ years in data management or regulatory reporting.
• Strong data architecture and cloud platforms knowledge.
• Experience with CCAR/FR Y-14A reporting and financial analytics.
• Proficiency with SQL and Python for data processing.
• Advanced Excel and PowerPoint skills.

Responsibilities

• Lead preparation and submission of CCAR and FR Y-14A filings.
• Define data requirements, mappings, and metric calculations.
• Establish data standards, lineage, and governance.
• Develop automated data pipelines, quality controls, and reconciliations.
• Analyze data quality issues and resolve reporting discrepancies.
• Collaborate with Technology, Data Management, and Risk teams.
• Deliver analytical reporting, trend analysis, and insights.
• Create process documentation and governance artifacts.
• Apply project and stakeholder management to meet deadlines.

Skills

Data management

Regulatory reporting

Data architecture

Data engineering concepts

Cloud-based platforms

SQL

Python

Data governance

Microsoft Excel

PowerPoint

Financial reporting

CCAR reporting (FR Y-14A/Y-14M/Y-14Q)

Bachelor's degree in Finance/Acct/Econ

Education

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

Master's degree (preferred)

Tools

SQL

Python

Job description

Charles Schwab is seeking a Manager, Treasury Regulatory Reporting & Automation in San Francisco to lead CCAR and FR Y-14A filings and drive automation across data pipelines. You will partner with Treasury, Technology, Data Management, and Risk teams to improve data quality and reporting accuracy.

The role emphasizes data governance, scalable processes, and timely regulatory submissions, with a hybrid work model and opportunities to influence capital planning and regulatory outcomes.