Charles Schwab Senior Specialist - Accounting - SEC Reporting in Lone Tree, Colorado


Lone Tree - CO, DENR3, 9800 Schwab Way, 80124

Anthony Jason Pacheco


We believe that , when done right, investing liberates people to create their own destiny. We are driven by our purpose to champion every client’s goals with passion and integrity. We respect and appreciate the diversity of our employees, our clients, and the communities we serve. We challenge conventions strategically to create value for our clients, our firm and the world. We live and bring to life the concept of ‘own your tomorrow’ every day. We champion our employee strengths, guide their development, and invest in their long-term success. We hire optimistic, results-oriented, curious, innovative, and adaptable people with the desire to help our clients and one another succeed.

As a company, we were established by Chuck at over 40 years ago to champion Main Street over Wall Street, and to help Americans transform themselves from earners to owners. Through advocacy and innovation, we work to make investing more affordable, accessible and understandable for all. As we enter our fifth decade, we are looking for talented, innovative and driven people who believe they can help themselves, and our clients, create a better future.

Our Opportunity:

The Controller’s Department is responsible for corporate-wide functional expertise in the areas of Accounting Policy, Corporate Accounting, Consolidation of Financial Results and Financial Reporting to the Board of Directors, Executive Committee, SEC, FRB, and Taxation.

As part of the Corporate Controller’s Department, the SEC Reporting group is responsible for the preparation and filing of all audited financial statements, SEC filings (i.e., 10-Qs, 10-Ks, 8-Ks, 17a-5s); related earnings release materials (8-K) and investor presentations ensuring compliance with SEC rules and regulations, US GAAP guidance and consistency across all communications.

What you’ll do:

  • Assist in the design and preparation of external and internal financial reports, including audited financial statements and SEC filings.

  • Research and assist with implementation of accounting and regulatory guidance to ensure accurate and relevant disclosures in audited financial statements and SEC filings.

  • Establish and maintain close coordination with business partners in the accounting, reporting, finance, technical accounting policy, legal, and other functional business areas to ensure proper input into internal and external financial reporting.

  • Continuously work to enhance and streamline reporting processes and controls.

  • Support internal and external audits and regulatory examinations.

  • Execute and maintain an effective internal control environment.

  • Participate in projects related to debt and equity issuance, business combinations, SEC comment letter process and ad hoc disclosure research.

  • Ad hoc projects as needed.

What you have:

  • Bachelor’s degree in Accounting, CPA license required.

  • 2-3 years of U.S. GAAP accounting and financial reporting experience, public accounting experience required.

  • Direct experience with SEC reporting and preparation of financial statements and footnotes of public companies.

  • Current understanding of GAAP, financial reporting principles and SEC regulatory requirements. Relevant broker/dealer, bank or other financial services experience a plus.

  • Strong written and oral communication skills.

  • Excellent attention to detail with high degree of accuracy.

  • Strong desire to grow and develop professionally.

  • Ability and desire to build and cultivate strong relationships inside and outside of team.

  • Intermediate MS Office skills required; advanced Excel skills required.

  • PeopleSoft and Workiva software experience a plus.

  • Ability to work well in a fast-paced, time-sensitive environment with the ability to manage multiple priorities.

What you’ll get:

  • Comprehensive Compensation and Benefits package

  • Financial Health: 401k Match, Employee Stock Purchase Plan, Employee Discounts, Personalized advice, Brokerage discounts

  • Work/Life Balance: Sabbatical, Paid Parental Leave, New Mothers returning to work Program, Tuition Reimbursement Programs, Time off to volunteer, Employee Matching Gifts Program

  • Everyday Wellness: Health and Lifestyle Wellness Rewards, Onsite Fitness Classes, Healthy Food Choices, Wellness Champions

  • Inclusion: Employee Resource Groups, Commitment to diversity, Strategic partnerships

  • Not just a job, but a career, with an opportunity to do the best work of your life

Learn more about Life@Schwab at" .

Charles Schwab & Co., Inc. is an equal opportunity and affirmative action employer committed to diversifying its workforce. It is Schwab's policy to provide equal employment opportunities to all employees and applicants without regard to race, color, religion, sex (including pregnancy, childbirth, breastfeeding, or related medical conditions), gender identity or expression, national origin, ancestry, age, disability, legally protected medical condition, genetic information, marital status, sexual orientation, protected veteran status, military status, citizenship status or any other status that is protected by law. Schwab also does not discriminate against applicants or employees because they have inquired about, discussed, or disclosed their own pay or the pay of another employee or applicant. At Schwab, we believe that every employee, through their diverse abilities and experiences, can contribute to our growth, innovation and client loyalty. We embrace diversity and are committed to providing equal opportunity to all employees and applicants. If you have a disability, and require reasonable accommodations in the application process, call Human Resources at 800-725-3535. We will be happy to assist you. Schwab will only share your accommodation request with those individuals who have a specific need to know. The request for an accommodation will not affect Schwab's hiring decisions. All other submissions should be performed online.

Job Specifications

Relocation Offered?: No

Work Schedule: Days

Languages: English - spoken

Current Licenses / Certifications: Certified Public Accountant - CPA

Relevant Work Experience: Accounting and Finance-2-5 yrs, Internal Audit, Accounting and Finance-6+ yrs

Position Located In: CO - Lone Tree

Education: BA/BS

Job Type: Full Time


Activation Date: Friday, June 15, 2018

Expiration Date: Saturday, July 21, 2018

Apply Here