Senior Financial Reporting Product Analyst Equity Platform

Position: Senior Financial Reporting Product Analyst for the Equity Compensation Platform
Your Opportunity 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.

Applicants must currently be authorized to work for any employer in the United States, now and in the future, on a full-time basis without employer sponsorship.

We believe in the importance of in-office collaboration and fully intend for the selected candidate to work on site 4 days per week in one of the specified locations.

Schwab’s Workplace Services supports retirement, stock plans, and designated brokerage services for corporations and their employees. Equi View is Schwab’s proprietary equity (stock plan) recordkeeping system used by corporate Stock Plan Services (SPS) clients. As Equi View continues to scale, the WS Digital Product Management team is seeking a Sr. Manager, Digital Product Management with experience in equity compensation financial reporting (ASC 718/IFRS
2) to lead delivery of high-impact enhancements for our corporate B2B clients—partnering across Product, Technology, Reporting, Risk/Compliance, and Client Services.

This is an ideal stretch for someone who already knows Equi View and has been delivering financial reporting capabilities—ready to broaden scope, lead larger releases, and drive decisions across multiple stakeholder groups.

The Senior Financial Reporting Product Analyst is responsible for leading complex, cross-functional initiatives that advance Schwab’s enterprise equity compensation platform, with a particular focus on financial reporting capabilities and client outcomes. You would drive major product enhancements, large-scale client initiatives, system/data migrations, and regulatory-driven changes—operating with increasing autonomy, navigating ambiguity, and influencing multiple teams to deliver measurable business value.

You will provide strong delivery leadership with hands-on product management experience in financial reporting (e.g., ASC 718/IFRS
2) and the ability to translate accounting and operational needs into scalable platform capabilities. For internal candidates, current experience owning or driving Equi View financial reporting outcomes is a significant advantage (domain knowledge, established partnerships, and understanding of our controls and client commitments). For external candidates, current experience owning or driving outcomes for the financial reporting module of an enterprise equity compensation platform, is a significant advantage.

You will partner closely with Product, Engineering, QA, Reporting, Client Services, and Compliance to align priorities, manage risk and dependencies, and ensure high-quality delivery across Equi View initiatives.

What you’ll do Leadership & Execution – Lead end-to-end delivery for complex, multi-release initiatives across Equi View, including financial reporting enhancements and regulatory- and business-driven updates. Own plans and outcomes: scope, timeline, dependencies, risk, resourcing, and stakeholder alignment. Drive UAT strategy and execution (planning, coordination, communications, and sign-off) and ensure operational readiness for launch.

Partner with product owners, analysts, engineers, and stakeholders in an Agile environment to define problems, clarify requirements, and deliver incrementally, while balancing near-term commitments with longer-term platform strategy.

Client & Partner Focus – Partner with business stakeholders to define clear acceptance criteria, refine backlog items, and ensure requirements are testable and executable. Work directly with Engineering and QA to support solution design, clarify functional behavior, and resolve complex platform issues.…