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About the Role
This role creates and implements a world-class experience for equity compensation corporate clients by serving as a subject matter expert in ASC 718, IFRS 2, and Schwab EquiView. You will provide client consultation, training, financial reporting conversion support, and regulatory thought leadership.
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
- Applicants must currently be authorized to work for any employer in the United States, now and in the future, on a full-time basis without employer sponsorship.
- 5+ years of equity compensation industry experience, including ASC 718 and/or IFRS 2 expertise.
- Proven Analytical Thinking and Analytics & Reporting capabilities, with the ability to explain data and analysis clearly and apply equity compensation accounting concepts to client reporting needs.
- Strong Communication skills, including the ability to understand client needs, explain options, make recommendations, and build positive working relationships with clients, internal partners, and all levels of leadership.
- Self-directed and self-motivated, with the ability to work independently on a variety of tasks while using Cross-Functional Collaboration to balance client needs, apply SPS best practices, coordinate with stakeholders, and achieve team-oriented objectives.
- Demonstrated Time Management, with strong organizational skills and the ability to manage a variety of tasks, prioritize competing deadlines and support client’s changing needs.
- High Attention to Detail, with the ability to deliver accurate, complete, and high-quality work and see initiatives through from concept to implementation.
- Demonstrated Problem Solving, business-analysis, and process-improvement skills, including troubleshooting issues, improving existing processes, and developing innovative solutions from concept through implementation.
- Experience applying Regulatory Compliance knowledge to ASC 718, IFRS 2, regulatory changes, and related financial-reporting practices.
- Proficiency in Microsoft Office applications, including Excel, PowerPoint, and Word.
Skills
- ASC 718
- IFRS 2
- Schwab EquiView
- Analytical Thinking
- Analytics & Reporting
- Communication
- Cross-Functional Collaboration
- Time Management
- Attention to Detail
- Problem Solving
- Business-analysis
- Process-improvement
- Regulatory Compliance
- Microsoft Office (Excel, PowerPoint, Word)
Location
- On-site
Work Type
- Full-time
- Hybrid
Experience Level
- 5+ years
Education Level
- Bachelor’s degree in Accounting, Finance, or a related field.
- Certified Equity Professional (CEP)
Salary/Compensations
- In addition to the salary range, this role is also eligible for bonuses or incentive opportunities.
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.
- Schwab Stock Plan Services (SPS) provides solutions to public and private companies for administration of equity compensation plans, including stock options, restricted stock, and employee stock purchase programs (ESPP).