Financial Reporting Manager, Stock Plan Services

Charles SchwabPhoenix, AZ, US

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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.

Schwab Stock Plan Services (SPS) provides a variety of solutions to large, publicly traded companies for the administration of their Equity Compensation plans, including stock options, restricted stock, and employee stock purchase programs. SPS offers solutions for the administration of these plans up to and including full outsourcing capabilities for the recordkeeping and employee services. Our mission is to provide a world class experience for our clients and to provide the opportunity for the employees of our corporate clients to achieve their financial fitness goals. Stock Plan Services is seeking a Financial Reporting Manager who has a deep understanding of share-based payment concepts.

What you’ll do :

The Financial Reporting Manager will be responsible for providing support services to corporate clients on the application of equity compensation accounting concepts in the Schwab EquiView system. You are a subject matter expertise in both ASC 718 and IFRS 2 and you will deliver training on advanced accounting topics both internally and externally. You will be responsible for identifying system enhancements and development opportunities based on client needs and regulatory changes. Additionally, you will create and maintain whitepapers and all other accounting documentation.

Responsibilities will include, but not be limited to :

Provide proactive financial reporting support to corporate clients and make recommendations when appropriate to address reporting challenges
Lead Sales Demos covering the financial reporting features of Equiview.
Lead discovery and consultation conversations with corporate clients to determine their needs.
Play a leading role in the financial reporting conversion efforts for new clients coming on board.
Be the subject matter expert in domestic and international share-based payment concepts
Understand overall stock plan record-keeping system architecture and functionality
Understand the Schwab EquiView financial reporting system from settings configuration to expense and disclosure reporting calculations
Monitor regulatory changes, drive thought leadership efforts and provide sales support
Identify development opportunities, gather business requirements, and work with Product Management to implement new financial reporting features

What you have

To ensure that we fulfill our promise of "challenging the status quo," this role has specific qualifications that successful candidates should have.

Required Qualifications

5-8 years’ work experience in the equity compensation industry with minimum 5 years’ experience working with ASC 718 / IFRS2.

Ability to balance the needs of our clients and implement SPS best practices

Strong communication skills with an ability to build positive working relationships with both our clients and internal partners

Self-directed and self-motivated able to work independently on a variety of tasks while achieving team-oriented objectives and collaborating with stakeholders where appropriate

Organized and able to effectively manage own time

Ability to handle stressful situations and prioritize competing deadlines

High attention to detail and the ability to see things through from concept to implementation

Strong business analysis and problem-solving skills and ability to troubleshoot issues

Ability to effectively work in a collaborative team environment and provide the best possible outcomes for our clients

Ability to improve existing processes and create innovate solutions

Leverage strong written and verbal communication skills to effectively explain data and analysis in a compelling manner to all levels of leadership

Proficiency in Microsoft Office application such as Excel, PowerPoint, and Word

Bachelor’s degree in accounting, Finance or related field

Preferred Qualifications

Certified Equity Professional (CEP)

Why work for us?

Own Your Tomorrow embodies everything we do! We are committed to helping our employees ignite their potential and achieve their dreams. Our employees get to play a central role in reinventing a multi-trillion-dollar industry, creating a better, more modern way to build and manage wealth.

Benefits : A competitive and flexible package designed to empower you for today and tomorrow. We offer a competitive and flexible package designed to help you make the most of your life at work and at home—today and in the future.

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Manager Financial Reporting • Phoenix, AZ, US