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 recordkeeping and employee services. Our mission is to provide a world class experience for our clients and provide the opportunity for the employees of our corporate clients to achieve their financial goals. Stock Plan Services is seeking a Financial Reporting Analyst with an understanding of equity compensation concepts to join the Financial Reporting Team (FRT).

What you are good at

• 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

• 3-5 years Client-facing financial services experience with 1-2 years of stock-based compensation experience preferred.
• CEP (preferred).
• 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 have the ability to 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.

Colorado Compensation

Target Total Compensation – 53,300 – 89,400

Your actual pay will be based on your skills and experience -- talk with your recruiter to learn more.

Why work for us?

Own Your Tomorrow embodies everything we do! We are committed to helping our employees ignite their potential and achieve their dreams. Our employees get to play a central role in reinventing a multi-trillion-dollar industry, creating a better, more modern way to build and manage wealth.

Benefits: A competitive and flexible package designed to empower you for today and tomorrow. We offer a competitive and flexible package designed to help you make the most of your life at work and at home—today and in the future. Explore further.

Schwab is committed to building a diverse and inclusive workplace where everyone feels valued. As an Equal Opportunity Employer, our policy is to provide equal employment opportunities to all employees and applicants without regard to any status that is protected by law. Please click here to see the policy.

Schwab is an affirmative action employer, focused on advancing women, racial and ethnic minorities, veterans, and individuals with disabilities in the workplace. If you have a disability and require reasonable accommodations in the application process, contact Human Resources at [email protected] or call 800-275-1281.

TD Ameritrade, a subsidiary of Charles Schwab, is an Equal Opportunity Employer. At TD Ameritrade we believe People Matter. We value diversity and believe that it goes beyond all protected classes, thoughts, ideas, and perspectives.