Financial Reporting Associate, Workplace Wealth Solutions

Your role

Are you an analytic thinker who likes to work on complex problems? Do you have strong customer service and relationship skills? We’re looking for someone like you who can:

• serve as the primary point of contact for UBS WWS corporate clients' financial reporting team
• resolve complex issues with:
  Stock Compensation Expense, Disclosures, Diluted EPS, Deferred Tax Asset, Share Balance, and Proxy reporting
• quickly and accurately address client questions while providing excellent client service
• provide clients with support during month/quarter/year end reporting cycles
• assist migrating and reconciling clients from the legacy Financial Online system to Plan Admin Pro
• identify ways to build relationships and drive client loyalty by suggesting best practices and solutions
• ensure clients are aware of new reports and functionality on the Plan Admin Pro

• Weehawken: the salary range for this role is $120000 to $160000

The expected salary range(s) for this role as of the date of this posting is/are based on factors including, but not limited to, experience, qualifications, education, location and skill level. This role may also be eligible for discretionary incentive compensation. For benefits information, please visit

Full Time

317864

Nashville, Weehawken

WWS is one of the key initiative growth businesses within UBS Wealth Management (WM) and serves as a qualified lead generator for the broader UBS WM business. The WWS Financial Reporting team works directly with the accounting, corporate tax, and financial reporting teams of our corporate clients using UBS Plan Admin Pro. Plan Admin Pro is UBS' equity compensation record keeping software used by corporate clients to assist with their ASC 718 equity compensation compliance under US GAAP.

It allows companies to perform financial analysis and generate reports needed for the share based compensation sections of the companies": 10K, 10Q, annual proxy, stock compensation expense accrual, and other required equity compensation financial reports.

• ideally, 5+ years of equity compensation or accounting experience
• Bachelors or Master’s degree in accounting, finance, economics, or math
• familiarity with accounting rules for share-based compensation under ASC 718
• understanding of equity plan compensation and the wealth management industry as well as the ability to collaborate across the organization and influence key stakeholders
• project management experience, with the ability to work on multiple short-term projects concurrently
• expertise and experience in theoretical accounting subjects as well as extreme attention to detail and the ability to follow through
• prior experience desired in the following areas: database management; product development; and equity plan recordkeeping software
• Certified Equity Professional (CEP) desired
• proficient with Microsoft Suite Applications, including Outlook, Word, Excel and PowerPoint as well as with Microsoft MS Teams, SharePoint, One Note, and One Drive
• able to adapt to changing priorities while maintaining drive and focus as well as able to manage projects independently while assuming a high level of responsibility
• ability to manage team priorities and a large workload in a fast-paced environment while being an excellent problem solver and collaborating well with other people and teams

UBS is a leading and truly global wealth manager and the leading universal bank in Switzerland. We also provide diversified asset management solutions and focused investment banking capabilities. Headquartered in Zurich, Switzerland, UBS is present in more than 50 markets around the globe.

We know that great work is never done alone. That’s why we place collaboration at the heart of everything we do. Because together, we’re more than ourselves. Want to find out more? Visit

US Only:
The expected salary range for this role is $120000 to $160000 based on factors including, but not limited to, experience, qualifications, education, location and skill level. Please see "Your role" section for detailed salary information.

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