Senior Specialist SEC Reporting

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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, 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 a plus.
• 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.
• 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 learn and grow professionally, particularly in regard to financial reporting.
• Ability and desire to build and cultivate strong relationships inside and outside of team.
• Overall knowledge and familiarity with Microsoft Office applications and high proficiency using Excel required.
• PeopleSoft, Adobe Acrobat, and Workiva software experience a plus.
  
  

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.
• Prepare detailed, comprehensive documentation and workpapers to support the financial reports.
• 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 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
  
  

CO Salary Range: USD $28.70 - $55.29 / Hour

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

Schwab is an affirmative action employer, focused on employing and advancing in employment, qualified women, racial and ethnic minorities, protected 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 applicantaccessibility@schwab.com or call 800-275-1281.

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