UBS
Financial Reporting Manager, Workplace Wealth Solutions
UBS, Weehawken, New Jersey, United States
Overview
Financial Reporting Manager, Workplace Wealth Solutions at UBS. This role focuses on providing financial reporting support for corporate clients within UBS Workplace Wealth Solutions and Equity Plan Financial Reporting Services. The team supports ASC 718 equity compensation reporting and related financial reporting needs. Responsibilities
Serve as a primary point of contact and subject matter expert for the financial reporting teams of UBS Workplace Wealth Solutions’ corporate clients. Resolve complex issues related to Stock Compensation Expense, Disclosures, Diluted EPS, Deferred Tax Asset, Share Balance, and Proxy reporting. Address client questions quickly and accurately while delivering exceptional client service. Provide clients with expert-level support during month‑/ quarter‑/ year‑end reporting cycles. Assist with platform onboarding, migration, and reconciliation activities relevant to financial reporting services, outputs, and functionality. Build/strengthen relationships to drive higher satisfaction and service value through strategic consultations, best practices, and client solutioning. Provide education, training, and updates to clients related to new reports, platform functionality, and process improvements in relevant equity reporting workflows. Qualifications
Bachelor's degree or higher preferred. Ideally 5+ years of equity compensation and/or corporate accounting experience. Familiarity with ASC 718 share-based compensation accounting rules. Experience with database management, product development, and equity plan recordkeeping/reporting software preferred. Certified Equity Professional (CEP) desired; CPA and/or master’s in accounting/finance desired. Proficient with Microsoft Office Suite; comfortable with Teams, SharePoint, OneNote, and OneDrive. Ability to adapt to changing priorities and manage projects independently with a high level of responsibility. Detail-oriented with strong organizational, analytical, and communication skills; excellent problem-solving and collaboration abilities. About Us
UBS is the world’s largest and only truly global wealth manager, operating in four divisions with a presence in major financial centers in more than 50 countries. Additional Information
Salary information is provided where noted. This role may be eligible for discretionary incentive compensation. UBS is an Equal Opportunity Employer and supports reasonable accommodations in the recruitment process.
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Financial Reporting Manager, Workplace Wealth Solutions at UBS. This role focuses on providing financial reporting support for corporate clients within UBS Workplace Wealth Solutions and Equity Plan Financial Reporting Services. The team supports ASC 718 equity compensation reporting and related financial reporting needs. Responsibilities
Serve as a primary point of contact and subject matter expert for the financial reporting teams of UBS Workplace Wealth Solutions’ corporate clients. Resolve complex issues related to Stock Compensation Expense, Disclosures, Diluted EPS, Deferred Tax Asset, Share Balance, and Proxy reporting. Address client questions quickly and accurately while delivering exceptional client service. Provide clients with expert-level support during month‑/ quarter‑/ year‑end reporting cycles. Assist with platform onboarding, migration, and reconciliation activities relevant to financial reporting services, outputs, and functionality. Build/strengthen relationships to drive higher satisfaction and service value through strategic consultations, best practices, and client solutioning. Provide education, training, and updates to clients related to new reports, platform functionality, and process improvements in relevant equity reporting workflows. Qualifications
Bachelor's degree or higher preferred. Ideally 5+ years of equity compensation and/or corporate accounting experience. Familiarity with ASC 718 share-based compensation accounting rules. Experience with database management, product development, and equity plan recordkeeping/reporting software preferred. Certified Equity Professional (CEP) desired; CPA and/or master’s in accounting/finance desired. Proficient with Microsoft Office Suite; comfortable with Teams, SharePoint, OneNote, and OneDrive. Ability to adapt to changing priorities and manage projects independently with a high level of responsibility. Detail-oriented with strong organizational, analytical, and communication skills; excellent problem-solving and collaboration abilities. About Us
UBS is the world’s largest and only truly global wealth manager, operating in four divisions with a presence in major financial centers in more than 50 countries. Additional Information
Salary information is provided where noted. This role may be eligible for discretionary incentive compensation. UBS is an Equal Opportunity Employer and supports reasonable accommodations in the recruitment process.
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