Charles Schwab · 2 weeks ago
Senior Specialist SEC Reporting
Westlake, TX
Full-time
Hybrid
Mid, Senior Level
2+ years expCharles Schwab is a financial services company that empowers its employees to make an impact on their careers. The Senior Specialist SEC Reporting will be responsible for preparing SEC filings and ensuring compliance with financial reporting standards while collaborating with various departments to enhance reporting processes.
Financial Services
Responsibilities
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
Qualification
Required
Bachelor's degree or higher in Accounting
2-3 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
Current understanding of U.S. GAAP, financial reporting principles, and SEC regulatory requirements
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
Preferred
CPA license
Public accounting experience
Relevant broker/dealer, banking, or other financial services accounting experience
PeopleSoft, Adobe Acrobat, and Workiva software experience
Benefits
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
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
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