Charles Schwab Sr. Specialist/Manager - Liquidity Monitoring Regulatory Reporting in Lone Tree, Colorado


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

Jessie M. Golden


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:

As part of the Corporate Controller’s Department, the Bank Regulatory Reporting group is responsible for the preparation and filing of all required financial reporting to Bank regulators including the Office of the Comptroller of the Currency (OCC), Federal Reserve Board (FRB), and the Federal Deposit Insurance Corporation (FDIC). Reports include annual, quarterly, monthly and weekly reports. This position will include specific responsibilities related to Capital Requirements and Liquidity Reporting on a monthly basis (FR 2052a).

What you’ll do:

  • Participate in a team approached process of filing required regulatory financial reports. This includes reading and interpreting regulatory guidance and instructions, determining applicability to Schwab, sourcing necessary data, preparing draft reports along with detailed supporting work papers, clearing review comments, and submitting reports via filing software

  • Work to enhance controls and develop streamlined reporting processes

  • Support internal audits, and regulatory examinations

  • Other ad hoc initiatives as needed

What you have:

  • Bachelor’s degree in Accounting

  • 3 - 5 years GAAP accounting experience, experience with financial reporting is a plus

  • Excellent analytical, organizational and project management skills

  • Excellent written and verbal communication skills

  • Solid Excel working knowledge

  • Relevant bank or financial services experience 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.

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, Accounting and Finance-6+ yrs

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

Education: BA/BS

Job Type: Full Time


Activation Date: Monday, May 1, 2017

Expiration Date: Saturday, July 1, 2017

Apply Here