Charles Schwab · 2 days ago
Manager, SEC Reporting
US-TX-Westlake
Full-time
Onsite
Mid, Senior Level
$84K/yr - $150K/yr
5+ years expCharles Schwab is a financial services company that empowers employees to make an impact on their careers. The SEC Reporting group is responsible for preparing financial reports filed with the SEC and ensuring compliance with U.S. GAAP and SEC regulations.
Financial Services
Responsibilities
Assist in the design, preparation, and review 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 financial reports. Review the work of other colleagues as required
Establish and maintain close coordination with business partners in the accounting, treasury, finance, technical accounting policy, legal, investor relations, and other functional business areas to ensure proper input into internal and external financial reporting
Assist in managing the Company’s reporting processes over its subsidiary entities
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
Qualification
Required
Bachelor's degree or higher in Accounting
Minimum of 5 years of U.S. GAAP accounting and financial reporting experience required
Direct recent experience with SEC reporting and preparation of financial statements and footnotes of public companies
Thorough, comprehensive, and current understanding of U.S. GAAP, financial reporting principles and SEC regulatory requirements, including XBRL
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 grow and develop 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
Preferred
CPA license preferred
Public accounting experience a plus
Relevant broker/dealer, banking, or other financial services accounting experience a plus
PeopleSoft, Adobe Acrobat, and Workiva Wdesk software experience a plus
Benefits
Bonus or incentive opportunities
Company
Charles Schwab
We have plans for every turn you take.
10001+ employees
H1B Sponsorship
Charles Schwab has a track record of offering H1B sponsorships. Please note that this does not
guarantee sponsorship for this specific role. Below presents additional info for your
reference. (Data Powered by US Department of Labor)
Distribution of Different Job Fields Receiving Sponsorship
Represents job field similar to this job
Trends of Total Sponsorships
2025 (579)
2024 (468)
2023 (455)
2022 (705)
2021 (483)
2020 (282)
Funding
Current Stage
Late StageLeadership Team
J
Jim McGreevy
Senior Project Manager
Recent News
2025-10-04
Morningstar.com
2025-09-28
Company data provided by crunchbase