Charles Schwab Sr Team Manager Accounting in Lone Tree, Colorado


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

Anthony Jason Pacheco


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:

The Corporate Controller's Department is responsible for all financial accounting and reporting for the Charles Schwab Corporation and subsidiaries. In collaboration with our business partners we provide comprehensive financial information to our various constituencies including shareholders, management, regulatory and tax authorities. We also play an important role in advising our business partners as to the accounting and reporting implications of proposed business transactions, as well as developments in GAAP and applicable regulatory reporting regimes within which the firm operates.

The Sr. Team Manager will manage the corporate accounting close and consolidation function within the Corporate Controller’s division. The role is responsible for maintaining a SOX compliant internal control environment. Staff management and development responsibilities for approximately 4 employees. This role reports to the Director of Corporate Accounting in Denver.

What you’ll do:

  • Responsible for the monthly consolidation of 30+ domestic and foreign entities

  • Responsible for preparation of the monthly financial close reporting package for Sr. Management, including extensive variance analysis

  • Interface and provide financial support to external auditors and regulators

  • Responsible for maintaining intercompany agreements and reviewing intercompany transactions

  • Responsible for the detailed review of balance sheet and income statement accounts

  • Hands-on direct contributor

  • Leads and develops the corporate accounting team

  • Execute controls that ensure that the books and records of the parent company and various subsidiaries are maintained in a SOX compliant manner, including detailed review and ownership of select balance sheet account reconciliations

  • Work closely with business partners, Corporate FP&A and various other internal organizations to ensure timely and accurate recording of business transactions

  • Quality control, and continuous process improvement are key responsibilities

  • Substanial involvement in special projects and ad-hoc requests

What you have:

  • 10+ years’ experience of consolidation and month-end close functions in medium to large companies

  • 10+ years’ experience managing individuals and accounting teams

  • 10+ years’ experience in dealing with external auditors and regulators

  • Solid understanding of accounting rules for consolidations and eliminations, debt, foreign currency, international accounting and contingent reserves.

  • Understanding of the key elements of a month-end accounting close and consolidation specific internal control environment

  • Familiar with the capabilities of large-company enterprise reporting systems. PeopleSoft Financial experience a plus

  • Articulates views in a clear and concise manner. Describes complex technical issues in a way that non-experts can understand

  • Constructively challenges existing processes with the aim of enhancing controls

  • Proactive, results-oriented operating style

  • Ability to quickly analyze issues and present workable solutions that are in the best interest of our business partners

  • Effectively leads and develops people and promotes staff engagement. Proven team building experience

  • Exceptional at building internal and cross-functional relationships

  • Certified public accountant

  • Public-company experience a plus

  • Financial services industry experience a plus

  • Public Accounting Experience a plus

  • Bachelor's degree in Accounting

What you’ll get:

  • Comprehensive Compensation and Benefits package

  • Financial Health: 401k Match, Employee Stock Purchase Plan, Employee Discounts, Personalized advice, Brokerage discounts

  • Work/Life Balance: Sabbatical, Paid Parental Leave, New Mothers returning to work Program, Tuition Reimbursement Programs, Time off to volunteer, Employee Matching Gifts Program

  • Everyday Wellness: Health and Lifestyle Wellness Rewards, Onsite Fitness Classes, Healthy Food Choices, Wellness Champions

  • 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. Schwab also does not discriminate against applicants or employees because they have inquired about, discussed, or disclosed their own pay or the pay of another employee or applicant. At Schwab, we believe that every employee, through their diverse abilities and experiences, can contribute to our growth, innovation and client loyalty. We embrace diversity and are committed to providing equal opportunity to all employees and applicants. If you have a disability, and require reasonable accommodations in the application process, call Human Resources at 800-725-3535. We will be happy to assist you. Schwab will only share your accommodation request with those individuals who have a specific need to know. The request for an accommodation will not affect Schwab's hiring decisions. All other submissions should be performed online.

Job Specifications

Relocation Offered?: No

Work Schedule: Days

Languages: English - spoken

Current Licenses / Certifications: Certified Public Accountant - CPA

Relevant Work Experience: Financial Services-6+ yrs, Analyst/Strategy-6+ yrs, Accounting and Finance-6+ yrs, Financial Services-2-5 yrs

Position Located In: CO - Lone Tree

Education: BA/BS

Job Type: Full Time


Activation Date: Tuesday, May 22, 2018

Expiration Date: Wednesday, June 20, 2018

Apply Here