UBS · 22 hours ago
Financial Reporting Manager, Workplace Wealth Solutions
New Jersey, United States
Full-time
Onsite
Senior Level
$160K/yr - $220K/yr
5+ years expUBS is a leading global wealth manager and universal bank based in Switzerland. They are seeking a Financial Reporting Manager to serve as the primary point of contact for financial reporting teams of corporate clients, resolving complex issues related to equity compensation and providing exceptional client service during reporting cycles.
Asset ManagementBankingFinancial ServicesWealth Management
Responsibilities
Serve as a primary point of contact and subject matter expert for the financial reporting teams of UBS Workplace Wealth Solutions’ corporate clients
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 exceptional client service
Provide clients with expert level support during month/quarter/year end reporting cycles
Assist with platform onboarding, migration, and reconciliation activities relevant to financial reporting services, outputs and functionality
Build/strengthen relationships that drive higher overall satisfaction and service value through strategic consultations, best practices and client solutioning
Provide education, training, and updates to our clients related to new reports, platform functionality, and process improvements in relevant equity reporting workflows
Qualification
Required
familiarity with accounting rules for share-based compensation under ASC 718
proficient with Microsoft Suite Applications, including Outlook, Word, Excel and PowerPoint as well as experienced with Microsoft MS Teams, SharePoint, OneNote, and OneDrive
able to adapt to changing priorities while managing stakeholder expectations accordingly as well as able to manage projects independently with a high level of responsibility
detail oriented with strong organization, analytical, and communication skills
excellent problem solver, able to collaborate well with other people and teams
Preferred
Bachelor's degree or higher preferred
ideally, 5+ years of equity compensation and/or corporate accounting experience
prior experience in database management, product development, and equity plan recordkeeping/reporting software preferred
Certified Equity Professional (CEP) is desired
Certified Public Accountant (CPA) and/or master's degree in accounting/finance is 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
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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
Recent News
bloomberglaw.com
2026-01-08
2026-01-05
2026-01-03
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