Financial Reporting Manager - Equity Compensation

    • San Francisco, CA

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 are good at
The Financial Reporting Manager will be responsible for providing consulting services to corporate clients on the application of accounting concepts in the Schwab EquiView system. This position requires subject matter expertise in both ASC 718 and IFRS 2 and the ability to deliver training on advanced accounting topics both internally and externally. This position will be responsible for identifying system enhancements and development opportunities based on client needs and regulatory changes. Additionally, this position will create and maintain whitepapers and all other accounting documentation. Responsibilities Include:

  • Provide proactive financial reporting support to corporate clients and make recommendations when appropriate to address reporting challenges
  • Lead discovery and consultation conversations with corporate clients to determine their needs.
  • 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


What you have
  • 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
  • At least 5 years work experience in the financial services industry
  • 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 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, multi-tasking capabilities, and ability to troubleshoot issues
  • Desire to effectively work in a collaborative team environment and provide the best possible outcomes for our clients
  • Demonstrate excellent critical analysis with a very high attention to detail to improve existing processes and innovate solutions
  • Leverage 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
  • Minimum 3 years experience working in the equity compensation industry and at least 2 years working with ASC 718
  • Knowledge of IFRS 2 preferred
  • CEP (preferred)


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