Senior Specialist, SEC Reporting

At Schwab, you’re empowered to make an impact on your career. Here, innovative thought meets creative problem solving, helping us “challenge the status quo” and transform the finance industry together.

The SEC Reporting group within the Corporate Controller’s Department prepares annual, quarterly, and other reports filed with the Securities and Exchange Commission, including Forms 10-K, 10-Q, and 8-K, as well as earnings release materials and investor presentations for The Charles Schwab Corporation. The team also prepares audited financial statements for broker-dealer, bank, and international subsidiaries and partners across the organization to support compliance with U.S. GAAP and financial reporting and disclosure requirements.

As a Senior Specialist, SEC Reporting, you will contribute to highly visible external reporting that helps investors, regulators, and business leaders understand Schwab’s financial performance. You will help prepare SEC filings and audited financial statements, research accounting and disclosure requirements, develop supporting documentation, and coordinate inputs from Accounting, Treasury, Finance, Accounting Policy, Legal, and other partners.

This role offers the opportunity to deepen your technical accounting and SEC reporting expertise while gaining broad exposure to Schwab’s businesses, regulated subsidiaries, and public company reporting process. You will join a collaborative, high-performing team that values accuracy, thoughtful analysis, strong controls, continuous improvement, and professional growth.

• →Assist with the design, preparation, review, and filing of external and internal financial reports, including audited financial statements submitted to U.S. and international regulators.
• →Support the preparation of earnings release materials, investor presentations, subsidiary financial statements, footnotes, and related disclosure support.
• →Research U.S. GAAP, SEC rules, and other accounting or regulatory guidance and help assess and implement disclosure requirements.
• →Prepare detailed workpapers, tie-outs, disclosure checklists, and supporting documentation that demonstrate the accuracy and completeness of reported information.
• →Coordinate with Accounting, Treasury, Finance, Accounting Policy, Legal, Investor Relations, and other business partners to obtain, validate, and document reporting inputs.
• →Support internal and external audits, regulatory examinations, and requests for financial reporting documentation.
• →Execute and maintain effective internal controls over financial reporting and identify opportunities to strengthen documentation and control performance.
• →Help enhance and streamline reporting processes through standardization, automation, improved data quality, and effective use of reporting technology.
• →Research the disclosure implications of changes in Schwab’s business, accounting guidance, or regulatory expectations
• →Manage multiple reporting assignments and deadlines while maintaining a high degree of accuracy, responsiveness, and professional judgment.
• →Contribute to an engaged, collaborative team environment through knowledge sharing, constructive challenge, and reliable follow-through.

To ensure that we fulfill our promise of “challenging the status quo,” this role has specific qualifications that successful candidates should have.

• Bachelor’s degree or higher in accounting.
• At least 2 years of experience applying U.S. GAAP in accounting and financial reporting, including direct, recent experience supporting SEC reporting and preparing or reviewing public company financial statements and footnote disclosures.
• Hands-on experience preparing or supporting Forms 10-K, 10-Q, or 8-K, or other audited financial statements
• Current working knowledge of U.S. GAAP, financial reporting principles, and SEC disclosure requirements
• Experience researching accounting or regulatory guidance and documenting conclusions, disclosure impacts, or recommended actions.
• Experience preparing detailed financial reporting workpapers, tie-outs, reconciliations, disclosure support, and audit ready documentation.
• High proficiency in Microsoft Excel and working proficiency with other Microsoft Office applications.
• Strong analytical, critical thinking, written, and verbal communication skills, including the ability to explain reporting requirements and work effectively with business partners.
• Demonstrated ability to manage multiple priorities and reporting deadlines while maintaining accuracy, attention to detail, and effective relationships in a fast-paced environment.
• A collaborative approach and demonstrated interest in continuing to develop technical accounting and financial reporting expertise.

• Active Certified Public Accountant license or progress toward certification.
• Public accounting experience serving SEC registrants or other public-company clients.
• Accounting or reporting experience within a broker-dealer, bank, or other regulated financial services organization.
• Experience with Workiva, XBRL, PeopleSoft, Adobe Acrobat, or comparable financial reporting tools.
• Experience supporting subsidiary statutory reporting, international financial reporting, earnings materials, investor presentations, audit requests, or regulatory examinations.
• Experience improving or automating reporting, disclosure, documentation, or control processes.