What are the responsibilities and job description for the Manager, Regulatory Reporting position at Charles Schwab Inc.?
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.
The Bank Regulatory Reporting team is part of the Corporate Controller’s department and is responsible for preparing and submitting the Company’s regulatory financial reports and other performance metric disclosures. Reports are prepared for the corporation and its subsidiaries, including the parent holding company (The Charles Schwab Corporation), the broker-dealers, three bank charters, and multiple nonbanking subsidiaries. The group takes a team-based approach to prepare reports and is looking for a new member to help support its reporting requirements and project initiatives.
What you have
Required qualifications:
- Bachelor’s degree or higher in Accounting, Finance, or related field
- 5 years GAAP accounting experience, including specific experience with financial reporting
- Excellent analytical, organizational, presentation, and project management skills
- Ability to independently research and interpret regulatory rules, guidance, and instructions
- Excellent written, verbal, and interpersonal communication skills
- Prior experience using Microsoft products with advanced working knowledge
- Strong self-starter with excellent business judgement and ability to proactively problem solve
- Ability to partner with other departments and teams to obtain necessary data and information
- Desire to take on leadership responsibilities
- Passionate about making your work environment more efficient and fun
Preferred qualifications:
- Relevant banking or financial services experience
- Experience with Adenza (formerly Axiom SL/Controller view) software
- Public accounting or consulting experience
- Alteryx and/or SQL experience
*In addition to the salary range, this role is also eligible for bonus or incentive opportunities.
Salary : $87,800 - $195,200