Senior Specialist, Stock Plan Services Financial Reporting Analyst
Your opportunityAt 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 recordkeeping and employee services. Our mission is to provide a world class experience for our clients and provide the opportunity for the employees of our corporate clients to achieve their financial goals. Stock Plan Services is seeking a Financial Reporting Analyst with an understanding of equity compensation concepts to join the Financial Reporting Team (FRT).· Provide functional expertise on the proprietary equity compensation recordkeeping system (EquiView) as it relates to accounting guidance (ASC718 and IFRS2) and client regulatory reporting requirements.· Develop understanding of overall stock plan record-keeping system (EquiView) architecture and functionality.· Develop proficiency of the Schwab EquiView financial reporting system from settings to expense and disclosure reporting calculations.· Field questions and educate clients on how EquiView retrieves and calculates report data, as well as how to structure awards in the system for accurate expense and disclosure reports.· Ensure the client has populated the database with key components for accurate reports.· Support Financial Reporting Managers on proper set-up, configuration of valuation, and expense and disclosure settings based on client expectations, assist FRT team with onboarding new clients.· Identify system enhancement opportunities based on client needs and regulatory changes, perform system testing prior to product releases.· Respond to questions from prospective clients as they relate to EquiView financial reporting functionality.What you have
3-5 years Client-facing financial services experience with 1-2 years of stock-based compensation experience preferred.
CEP (preferred).
Strong written and verbal communication skills to effectively explain data and analysis in a compelling manner to clients and internal partners.
Must be 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.
Must be well organized and have the ability to handle stressful situations and prioritize competing deadlines.
Demonstrate excellent critical analysis skills with a high attention to detail to improve existing processes and create innovate solutions. Strong business analysis and problem-solving skills, multi-tasking capabilities, and ability to troubleshoot issues.
Advanced proficiency in Microsoft Excel including pivot tables, vlookups, arrays, etc. and ability to handle large data sets.
Bachelor’s Degree in Accounting, Finance, or related field.
In addition to the salary range, this role is also eligible for bonus or incentive opportunities.What’s in it for youAt Schwab, we’re committed to empowering our employees’ personal and professional success. Our purpose-driven, supportive culture, and focus on your development means you’ll get the tools you need to make a positive difference in the finance industry. 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
What’s in it for you:At Schwab, we’re committed to empowering our employees’ personal and professional success. Our purpose-driven, supportive culture, and focus on your development means you’ll get the tools you need to make a positive difference in the finance industry. 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 planPaid time for vacation, volunteering, and 28-day sabbatical after every 5 years of service for eligible positionsPaid parental leave and family building benefitsTuition reimbursementHealth, dental, and vision insuranceSchwab is an affirmative action employer, focused on employing and advancing in employment, qualified women, racial and ethnic minorities, protected veterans, and individuals with disabilities in the workplace. If you have a disability and require reasonable accommodations in the application process, contact Human Resources at applicantaccessibility@schwab.com or call 800-275-1281.