Your opportunity
At Schwab, you’re empowered to make an impact in your career. Here, innovative thought meets creative problem solving, helping us “challenge the status quo” and transform the finance industry together.
Your Opportunity:
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 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 Investor Relations, Legal Services, and other business partners to ensure compliance with disclosure rules and regulations from the SEC and other regulators and appropriate application of U.S. GAAP.
What you’ll do:
- Assist in the design and preparation 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.
- Establish and maintain close coordination with business partners in the accounting, treasury, finance, technical accounting policy, legal, and other functional business areas to ensure proper input into internal and external financial reporting.
- 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 other as ad hoc disclosure research.
- Additional ad hoc projects as needed.
What you have:
- Bachelor’s degree in Accounting, CPA license required.
- 2-3 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.
- Current understanding of U.S. GAAP, financial reporting principles and SEC regulatory requirements.
- Excellent attention to detail with a commitment to maintain a high degree of accuracy in every part of your work.
- Ability to work well in a fast-paced, time-sensitive environment with the ability to manage multiple priorities.
- Strong written and oral communication skills.
- Relevant broker/dealer, bank or other financial services experience a plus.
- Strong desire to learn and grow 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. PeopleSoft and Workiva software experience a plus.
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
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