Charles Schwab Business Process Design and Transformation Lead - Regulatory Reporting in Lone Tree, Colorado

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 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:

Schwab is one of the largest and fastest growing financial services firms in the country and as a result the expectations for the Finance organization at Schwab are rapidly expanding. Complying with complex regulations, supporting scalable growth, and providing insight focused analysis to support leadership decisions in a fast changing world places great pressure on Schwab’s financial systems to keep pace. That’s why we’re embarking on a critical multi-year initiative to transform our entire financial system architecture and business processes. We’re building out a new team to lead this complex and critical initiative. This transformation team will be responsible for designing and implementing a new target operating model for the Finance organization –ushering in an era of increased operational speed and efficiency; more accessible and reliable data; tighter governance to enforce usage and quality standards, greater focus on value-add analysis work and scenario planning capabilities, and reduced risk in an expanding regulatory environment. This team will partner closely with experts from the office of the Controller and Treasurer along with Corporate Development Planning and Strategy to deliver the full suite of capabilities across these domains. This team will also establish a centralized business analyst / product owner function responsible for documenting functional / technical specifications, test plans, and supporting change management across the Finance domain. This team will also drive process redesign strategies aimed at achieving the target operating model. Lastly, this team will partner closely with Technology to deliver a Cloud based system architecture that will be highly integrated and seek to optimize systems to support general ledger, reporting, and scenario planning capabilities.

We’re looking for a strong leader to act as Product Owner for the Financial and Regulatory Reporting domain.

What you’ll do:

This role is responsible for providing vision, requirements and guidance to Scrum development teams implementing financial software. You will also be responsible for prioritization of requirements to achieve the best ROI results across multiple product initiatives. We are looking for a candidate with deep experience in the Financial, Regulatory Reporting and Compliance domain and the ability to influence others, who is energized about the opportunity to deliver automation and solve complex problems. The Financial and Regulatory Product Owner role will implement a roadmap aimed at a new target operating model that delivers a more efficient and extendable system framework, enhanced data governance model and standardization, improved workflow and tool set to eliminate manual processes, and capabilities to meet current and future state requirements. The Financial and Regulatory Reporting Product Owner will require outstanding communications skills with the ability to establish and build trusting relationships with individuals at all levels of the firm. Molding different parts of the organization to successfully support the desired strategies and outcomes requires well developed influencing and collaboration skills. This is a leadership position that requires deep finance / accounting domain experience, a business / systems analysis discipline, knowledge of workflow design and data governance, and an ability to excel in an uncharted environment to drive alignment toward a shared vision.

Responsibilities :

  • Maximizes the value of Financial Reporting platforms and the work of the team

  • Works with Agile Coaches and Scrum Masters to achieve best results in delivering high business value iteratively and incrementally

  • Provides the vision that drives the product

  • Ensures the team understands the vision / customer needs by describing the requirements clearly and succinctly, at the right level of detail

  • Continuously steers the project by making numerous decisions around scope and priority; weighing business value and risk to prioritize work

  • Ensures the team has good user stories and acceptance criteria that drive product development

  • Reviews the delivered features and provides feature feedback to the team in a timely manner

  • Is an integrated part of the team (no separation of development team and Product Owner)

What you have:

  • Bachelor’s degree or equivalent

  • Must have 10+ years of experience in the financial reporting, regulatory and compliance domains

  • 3+ years of experience as a Product Owner for software development teams preferred

  • In depth understanding of Agile values, principles and the Scrum framework.

  • Ability to understand technical issues and relate them to business needs

  • Understand fundamentals of iterative & incremental development

  • Understand backlog grooming, tracking, burndown/burn-up charts, & velocity

  • Experience with Agile planning tools such as Jira is a plus

What you’ll get:

  • Everyday Wellness: Healthy Rewards, Onsite Fitness Classes, Healthy Choices, Wellness Champions

  • Financial Fitness: 401k Match, Employee Discounts, Personalized advice, Brokerage discounts

  • Work/Life Balance: Sabbatical, New Mothers returning to work Program, Tuition Reimbursement Programs, Time off to volunteer

  • 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.

Position Located In: CO - Lone Tree, CO - Denver