Charles Schwab · 4 hours ago
Senior Manager, SEC Reporting - Climate Reporting & Data Management
Lone Tree, CO
Full-time
Hybrid
Senior Level
7+ years expCharles Schwab is a leading financial services firm empowering individuals to shape their future. The Senior Manager of Climate Reporting & Data Management will lead the SEC Reporting team's climate disclosure compliance and data management efforts, ensuring timely and accurate greenhouse gas emissions data reporting in alignment with relevant frameworks and regulations.
Financial Services
Responsibilities
Oversee compliance with California and other applicable climate disclosure laws, including annual reporting of Scope 1, 2, and 3 GHG emissions and supporting climate-related financial risk disclosures
Lead the collection, validation, analysis, and reporting of GHG emissions data across operations, including financed emissions from lending and investment activities
Design, implement, and manage climate reporting processes, ensuring robust and audit-ready documentation
Coordinate third-party assurance for GHG emissions data as required by law, regulation, and internal policies
Prepare and submit disclosures in accordance with the GHG Protocol, TCFD Recommendations, and applicable regulatory guidance (e.g., California Air Resources Board (CARB), Partnership for Carbon Accounting Financials (PCAF))
Collaborate with cross-functional teams (e.g., Legal, Finance, Corporate Real Estate, IT, Risk Management, and external consultants) to deliver on compliance and reporting objectives. Also coordinate governance activities associated with climate reporting, including collaboratively designing the reporting governance process for GHG emissions
Evaluate and source internal and external climate-related data elements, developing necessary architecture to store and manage data
Ensure strong internal controls over climate data and disclosures, meeting relevant assurance standards
Track regulatory developments and update internal stakeholders on changes affecting compliance and reporting
Prepare and review materials for internal and external stakeholders, summarizing results, analyzing areas of focus, and communicating solutions
Serve as subject matter expert on climate-related reporting requirements, policies, and procedures, and monitor changes in these rules, regulations, and ongoing industry practices
Support the design, preparation, completion, and review of other external and internal financial reports, including reports filed with the SEC as well as other U.S. and international regulators
Participate in and lead 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
Actively seek to contribute to an engaged and high-performing team environment
Qualification
Required
Bachelor's degree or higher in Accounting, Finance, or related field required
Minimum of 7 years' experience in U.S. GAAP accounting, auditing, financial reporting, sustainability reporting, or related finance roles required
Excellent written and verbal communication ability required
Strong project management skills with experience leading cross-functional compliance initiatives required
Strong problem-solving skills and high degree of self-motivation to take initiative to research and resolve issues required
Ability to interpret complex regulations and translate them into actionable compliance strategies required
Excellent attention to detail with a commitment to maintaining a high degree of accuracy in every aspect of your work required
Preferred
CPA license preferred
Financial modeling experience preferred
Broker-dealer, banking, or asset management industry experience preferred
Familiarity with the Greenhouse Gas Protocol, PCAF standards, and climate-related disclosure frameworks (e.g., SASB Standards, TCFD Recommendations, or IFRS Sustainability Disclosure Standards) preferred
Familiarity with California's Corporate Greenhouse Gas Reporting and Climate-Related Financial Risk Disclosure Programs preferred
Experience with voluntary emissions reporting, such as CDP or corporate sustainability reports, preferred
Knowledge of carbon accounting and assurance requirements for GHG emissions data preferred
Knowledge of climate-related financial risk, climate-related regulatory reporting requirements, and climate-related considerations impacting the financial services industry and large, multi-entity organizations preferred
Demonstrated proficiency in computer applications, such as Microsoft Office applications, and experience with data management systems and audit processes for climate reporting preferred
Experience with PeopleSoft, Adobe Acrobat, and financial reporting software (e.g., Workiva Wdesk) preferred
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
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2025 (579)
2024 (468)
2023 (455)
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2021 (483)
2020 (282)
Funding
Current Stage
Late StageLeadership Team
J
Jim McGreevy
Senior Project Manager
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