US-CO Denver, DIRECTOR- STOCK PLAN SERVICES FINANCIAL REPORTING, Charles Schwab Corporate & Retirement Services 0815
FEATURED COMPANY: Charles Schwab Corporate and Retirement Services
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Position: Director- Stock Plan Services Financial Reporting
Date: April 10, 2007
JOB #0815
Location: Denver, CO
Status: Full-time

DESCRIPTION:  Director- Stock Plan Services Financial Reporting

Charles Schwab Corporate and Retirement Services: Over the last thirty years we’ve grown from a brokerage house into one of the nation’s most respected financial institutions simply by doing what’s right by our clients. We believe they deserve a personal relationship based on listening and respect, fact-based guidance and portfolio planning that’s in line with their goals, and low, easy to understand prices. Share our beliefs? There’s a place for you at Schwab. 

Group Overview:

Stock Plan Services provides Equity Compensation administrative and brokerage services to publicly traded corporations and their participants.

Job Description:

This newly created role will serve as the internal expert for all accounting and financial reporting related to Equity Compensation and in particular FAS123r. This person will regularly interact with the finance and accounting contacts at our existing clients as well as be an integral part of the sales process (including sales presentations). They will read and interpret all FASB standards and SEC disclosure rules in order to help guide the development and continued enhancement to our current recordkeeping platform. They will regularly educate our internal client facing staff on the intricacies of these standards and rules to create a consistent message for our clients.

Technical/ Functional qualifications needed:

5-10 years of financial or accounting experience within a corporate or brokerage environment, with some experience in a publicly-traded company.  Advanced knowledge of Excel and other MS Office Products and applications required.  Advanced presentation and interpersonal skills required.  CPA required

Critical Success Factors:

• Excellent oral and written communications skills with the ability to prioritize heavy workflow. 
• Excellent customer service skills including the ability to manage client expectations and provide superior follow-up service. 
• Advanced working knowledge and understanding of equity compensation, stock plan documents, corporate financial reporting requirements and associated SEC regulations and IRS tax rules.

COMPANY CONTACT INFORMATION: 

Contact:  Angela Heyroth, Sr. Staffing Manager, Charles Schwab & Co., Inc.  Angela.Heyroth@schwab.com