Senior Specialist SEC Reporting

Overview

At Charles Schwab, you are empowered to make an impact on your career. Innovation meets creative problem solving, helping us "challenge the status quo" and transform the finance industry together.

• Assist in the design and preparation of external and internal financial reports, including audited financial statements filed with the SEC and 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 work papers to support the financial reports.
• Establish and maintain close coordination with business partners in accounting, treasury, finance, technical accounting policy, legal, and other functional 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 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.

• 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 the team.
• Overall knowledge and familiarity with Microsoft Office applications and high proficiency using Excel required.
• People Soft, Adobe Acrobat, and Workiva software experience a plus.

• 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

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