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About the Role

Schwab Stock Plan Services (SPS) provides solutions for the administration of equity compensation plans. Our mission is to offer a world-class client experience and help employees achieve their financial fitness goals. We are seeking a Financial Reporting Manager with a deep understanding of share-based payment concepts.

Responsibilities

• 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.

Requirements

• 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.

Skills

• ASC 718
• IFRS 2
• Share-based payment concepts
• Microsoft Office
• Excel
• PowerPoint
• Word
• Business analysis
• Problem-solving
• Communication

Location

• On-site

Work Type

• Full-time
• On-site (4 days per week)

Experience Level

• 5-8 years

Education Level

• Bachelor’s degree in accounting, Finance or related field
• Certified Equity Professional (CEP)

About the Company

• 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.

Equal Opportunity

• Applicants must be currently authorized to work in the United States on a full-time basis without employer sponsorship.