UBS · 2 days ago
Financial Reporting Associate, Workplace Wealth Solutions
New Jersey, United States
Full-time
Onsite
Mid, Senior Level
$120K/yr - $160K/yr
5+ years expUBS is a leading global wealth manager and universal bank based in Switzerland. The Financial Reporting Associate will serve as the primary contact for corporate clients, resolving complex financial reporting issues and ensuring excellent client service during reporting cycles.
Asset ManagementBankingFinancial ServicesWealth Management
Responsibilities
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
Qualification
Required
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
proficient with Microsoft Suite Applications, including Outlook, Word, Excel and PowerPoint as well as with Microsoft MS Teams, SharePoint, OneNote, and OneDrive
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
Preferred
Certified Equity Professional (CEP) desired
Company
UBS
UBS is a financial services firm engaged in wealth management, investment banking, asset management, and retail banking.
10001+ employees
H1B Sponsorship
UBS 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 (8)
2024 (7)
2023 (3)
2022 (6)
2021 (5)
2020 (4)
Funding
Current Stage
Public CompanyTotal Funding
$12.57B2025-11-03Post Ipo Debt· $3.25B
2025-09-09Post Ipo Debt· $1.17B
2024-09-06Post Ipo Debt· $1.5B
Leadership Team
Sergio P. Ermotti
Group Chief Executive Officer
James Walker
Head CTO for Core Technology & Platforms
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