Manager, Regulatory Reporting jobs in United States
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Charles Schwab · 1 month ago

Manager, Regulatory Reporting

Charles Schwab is a finance and accounting company seeking a Manager for their Regulatory Reporting Team. This role involves ensuring the accuracy and timeliness of regulatory financial and risk reports, while also partnering with various teams to enhance reporting efficiency and establish data governance.

Financial Services

Responsibilities

Participate in a collaborative team-based approach to meeting goals and deadlines
Make your voice heard and challenge the status quo
Use your existing skills and ideas to make what we do better
Develop new technology skills to enhance productivity, analytics, and accuracy
Gain industry exposure to both broker-dealers and banks
Become a subject matter expert and resource to others
Serve as a flexible team member working on ad hoc requests and projects as needed
Participate in a high performing, engaged, and positive team environment
Grow your career on a supportive team

Qualification

GAAP accountingFinancial reportingRegulatory reportingMS ExcelSQLAnalytical skillsCPAProject managementCommunication skillsOrganizational skills

Required

Bachelor's degree or higher in Accounting, Finance, or related field
5+ years GAAP accounting experience, including specific experience with financial reporting
Excellent analytical, organizational, and project management skills
Excellent written, verbal, and interpersonal communication skills
Motivation to learn, share ideas and embrace challenges
High proficiency using MS Excel and working knowledge of other Microsoft Office applications

Preferred

Relevant banking or financial services accounting experience
Awareness of or experience with SQL and related applications such as Microsoft Access, Microsoft Power Query, Toad Data Point or Alteryx
Prior regulatory reporting experience (i.e. Call Report or SEC 10-Q/10-K)
Certified Public Accountant (CPA), other public accounting or consulting experience

Benefits

Bonus or incentive opportunities

Company

Charles Schwab

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Funding

Current Stage
Late Stage

Leadership Team

J
Jim McGreevy
Senior Project Manager
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