Financial Reporting Analyst - Stock Plan Services

Job Description

Your Opportunity

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’re good at

The Financial Reporting Analyst will be responsible for providing tactical support to corporate clients on the application of accounting concepts in the Schwab EquiView system. This position requires basic knowledge of ASC 718 and IFRS 2 and the ability to assist with training on accounting topics both internally and externally. You will be accountable for identifying system enhancement and development opportunities based on client needs and regulatory changes.

Additional responsibilities include:

• Basic knowledge of domestic and international share-based payment concepts.
• Understanding of overall stock plan record-keeping system architecture and functionality.
• Proficiency of the Schwab EquiView financial reporting system from settings to expense and disclosure reporting calculations.
• Support Conversion Managers on proper set-up, configuration of valuation, and expense and disclosure settings based on client expectations.
• Work with Financial Reporting Managers to support Client Service in providing proactive financial reporting support to administration clients and make recommendations when appropriate to address reporting challenges.

What you have

• At least 5 years work experience in the financial services industry
• Will be self-directed and self-motivated-- able to work independently on a variety of tasks while achieving team-oriented objectives and collaborating with partners where appropriate
• Have strong organizational skills and able to effectively manage own time and priorities.
• Demonstrate excellent critical analysis with a very high attention to detail to improve existing processes and innovate solutions
• Demonstrate strong written and verbal communication skills to effectively explain data and analysis in a compelling manner to all levels of leadership
• Advanced proficiency in Microsoft Office application such as Excel, PowerPoint, and Word
• Bachelor’s Degree in Accounting, Finance or related field
• CEP (preferred)