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JobsCharles Schwab

Manager, SEC Reporting

Charles Schwab

Manager, SEC Reporting

Charles Schwab

Lone Tree, CO; Omaha, NE; Westlake, TX

·

On-site

·

Full-time

·

2w ago

Compensation

$83,800 - $150,000

Benefits & Perks

401(k)

Equity

Unlimited PTO

Parental Leave

Learning Budget

Sabbatical

401k

Equity

Unlimited Pto

Parental Leave

Learning

Sabbatical

Required Skills

U.S. GAAP

Financial reporting

SEC reporting

XBRL

Excel

Attention to detail

Communication

Pay range: USD $83,800.00 - $150,000.00 / Year
Your opportunity
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.

As part of the Corporate Controller's Department, the SEC Reporting group is responsible for the preparation of annual, quarterly, current, and other reports filed with the Securities and Exchange Commission (e.g.,10-Ks, 10-Qs, 8-Ks), and for supporting earnings release materials and investor presentations for The Charles Schwab Corporation (NYSE: SCHW). The SEC Reporting group is also responsible for all audited financial statements for applicable subsidiary entities, including Schwab's broker-dealer, bank, and international subsidiaries. The SEC Reporting group works closely with business partners across different departments to ensure compliance with financial reporting and disclosure rules and regulations from the SEC and other regulators and appropriate application of U.S. GAAP.

  • What you have
  • Bachelor's degree or higher in Accounting
  • CPA license preferred.
  • Minimum of 5 years of U.S. GAAP accounting and financial reporting experience required - public accounting experience a plus.
  • Direct recent experience with SEC reporting and preparation of financial statements and footnotes of public companies.
  • Thorough, comprehensive, and current understanding of U.S. GAAP, financial reporting principles and SEC regulatory requirements, including XBRL.
  • Relevant broker/dealer, banking, or other financial services accounting experience a plus.
  • Excellent attention to detail with a commitment to maintaining a high degree of accuracy in every aspect of your work.
  • Ability to work well in a fast-paced, time-sensitive environment while managing multiple priorities.
  • Strong written and verbal communication skills, as well as critical thinking and analytical skills.
  • Strong desire to grow and develop professionally, particularly in regard to financial reporting.
  • Ability and desire to build and cultivate strong relationships inside and outside of team.
  • Intermediate MS Office skills required; advanced Excel skills required.
  • People Soft, Adobe Acrobat, and Workiva Wdesk software experience a plus.

What you'll do:

  • Assist in the design, preparation, and review of external and internal financial reports, including audited financial statements filed with the SEC as well as other U.S. and international regulators.
  • Research and assist with implementation of accounting and regulatory guidance to ensure accurate and relevant disclosures in audited financial statements and SEC filings.
  • Prepare detailed, comprehensive documentation and workpapers to support financial reports. Review the work of other colleagues as required.
  • Establish and maintain close coordination with business partners in the accounting, treasury, finance, technical accounting policy, legal, investor relations, and other functional business areas to ensure proper input into internal and external financial reporting.
  • Assist in managing the Company's reporting processes over its subsidiary entities.
  • Continuously work to enhance and streamline reporting processes and controls.
  • Support internal and external audits and regulatory examinations.
  • Execute and maintain an effective internal control environment.
  • Participate in projects as they arise to research the disclosure impacts of changes in our business and industry, as well as other ad hoc disclosure research or projects.
  • Participate in and contribute to an engaged and high-performing team environment.

In addition to the salary range, this position is also eligible for bonus or incentive opportunities

What's in it for you

At Schwab, you're empowered to shape your future. We champion your growth through meaningful work, continuous learning, and a culture of trust and collaboration-so you can build the skills to make a lasting impact. 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

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About Charles Schwab

Charles Schwab

Charles Schwab Corporation is a major American multinational financial services company that provides brokerage, banking, and financial advisory services to individual and institutional clients.

10,001+

Employees

Westlake

Headquarters

Reviews

3.6

2 reviews

Work Life Balance

3.0

Compensation

4.0

Culture

2.0

Career

1.5

Management

1.5

25%

Recommend to a Friend

Pros

Competitive wage

Strong benefits

Transparent interview process

Cons

Discrimination issues

Retaliation against employees

Wrongful termination

Salary Ranges

4 data points

L2

L3

L4

L5

L6

L2 · Financial Analyst L2

0 reports

$102,538

total / year

Base

$41,015

Stock

$51,269

Bonus

$10,254

$71,777

$133,299

Interview Experience

7 interviews

Difficulty

3.0

/ 5

Duration

14-28 weeks

Offer Rate

28%

Experience

Positive 14%

Neutral 58%

Negative 28%

Interview Process

1

Phone Screen

2

Interview

3

Background Check

Common Questions

Phone Interview

Recruiter Screening

Technical Assessment