Senior Specialist, SEC Reporting

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.

The SEC Reporting group within the Corporate Controller’s Department prepares annual, quarterly, and other reports filed with the Securities and Exchange Commission, including Forms 10-K, 10-Q, and 8-K, as well as earnings release materials and investor presentations for The Charles Schwab Corporation. The team also prepares audited financial statements for broker-dealer, bank, and international subsidiaries and partners across the organization to support compliance with U.S. GAAP and financial reporting and disclosure requirements.

As a Senior Specialist, SEC Reporting, you will contribute to highly visible external reporting that helps investors, regulators, and business leaders understand Schwab’s financial performance. You will help prepare SEC filings and audited financial statements, research accounting and disclosure requirements, develop supporting documentation, and coordinate inputs from Accounting, Treasury, Finance, Accounting Policy, Legal, and other partners.

This role offers the opportunity to deepen your technical accounting and SEC reporting expertise while gaining broad exposure to Schwab’s businesses, regulated subsidiaries, and public company reporting process. You will join a collaborative, high-performing team that values accuracy, thoughtful analysis, strong controls, continuous improvement, and professional growth.

What you’ll do

• Assist with the design, preparation, review, and filing of external and internal financial reports, including audited financial statements submitted to U.S. and international regulators.
• Support the preparation of earnings release materials, investor presentations, subsidiary financial statements, footnotes, and related disclosure support.
• Research U.S. GAAP, SEC rules, and other accounting or regulatory guidance and help assess and implement d...

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