Financial Reporting Analyst, Stock Plan Services

Reporting Analyst** with an understanding of equity compensation concepts to join the Financial Reporting Team (FRT).

What you'll do:

• 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 Conversion 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

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

Required Qualifications

• 3+ years client-facing financial services experience

• 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 can 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.

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

Preferred Qualifications

• 1+ years of stock-based compensation experience

• Certified Equity ProfessionaL (CEP) certification.

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 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