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Lead equity reporting for UBS’s Workplace Wealth Solutions in Nashville.
Drive client satisfaction, manage ASC 718 compliance, and shape solutions with AI‑enhanced workflows.
Title: Financial Reporting Manager, Workplace Wealth Solutions
Location: Nashville, United States - Tennessee
Description: Your role
Are you a self-starter with strong attention to detail? Do you thrive working with high profile corporations? Do you have a background in accounting or equity-based compensation plans? We are looking for someone like you to:
- 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 with: Stock Compensation Expense, Disclosures, Diluted EPS, Deferred Tax Asset, Share Balance, and Proxy reporting
- quickly and accurately address client questions while providing 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 that drive higher overall satisfaction and service value through strategic consultations, best practices and client solutioning
- provide education, training, and updates to our clients related to new reports, platform functionality, and process improvements in relevant equity reporting workflows
Detailed salary information:
- Weehawken: the salary range for this role is $160000 to $220000
The expected salary range(s) for this role as of the date of this posting is/are based on factors including, but not limited to, experience, qualifications, education, location and skill level. This role may also be eligible for discretionary incentive compensation. For benefits information, please visit ubs.com/usbenefits .
Join us
At UBS, we know that it's our people, with their diverse skills, experiences and backgrounds, who drive our ongoing success. We’re dedicated to our craft and passionate about putting our people first, with new challenges, a supportive team, opportunities to grow and flexible working options when possible. Our inclusive culture brings out the best in our employees, wherever they are on their career journey. And we use artificial intelligence (AI) to work smarter and more efficiently. We also recognize that great work is never done alone. That’s why collaboration is at the heart of everything we do. Because together, we’re more than ourselves.
We’re committed to disability inclusion and if you need reasonable accommodation/adjustments throughout our recruitment process, you can always contact us.
Disclaimer / Policy statements
UBS is an Equal Opportunity Employer. We respect and seek to empower each individual and support the diverse cultures, perspectives, skills and experiences within our workforce.
Your team
Workplace Wealth Solutions (WWS) is one of the key growth businesses within UBS Wealth Management (WM). You’ll be joining the Equity Plan Financial Reporting Services team, supporting our corporate clients with reporting and equity compensation accounting related services. As a Financial Reporting Manager, you will work directly with the accounting, corporate tax, and financial reporting teams of corporations using UBS' equity compensation record keeping platform. The team provides expert advice, reporting and platform support to assist with their ASC 718 equity compensation compliance and other equity compensation related reporting needs.
Your expertise
- Bachelor's degree or higher preferred
- ideally, 5+ years of equity compensation and/or corporate accounting experience
- familiarity with accounting rules for share-based compensation under ASC 718
- prior experience in database management, product development, and equity plan recordkeeping/reporting software preferred
- Certified Equity Professional (CEP) is desired
- Certified Public Accountant (CPA) and/or master’s degree in accounting/finance is desired
- proficient with Microsoft Suite Applications, including Outlook, Word, Excel and PowerPoint as well as experienced with Microsoft MS Teams, SharePoint, OneNote, and OneDrive
- able to adapt to changing priorities while managing stakeholder expectations accordingly as well as able to manage projects independently with a high level of responsibility
- detail oriented with strong organization, analytical, and communication skills
- excellent problem solver, able to collaborate well with other people and teams
- you’re curious to explore how AI can improve how we build, deliver, and optimize workflows. You do this with sound judgment – validating outputs and aligning with policies, risk standards, and ethical use.
About us
UBS is a leading and truly global wealth manager and the leading universal bank in Switzerland. We also provide diversified asset management solutions and focused investment banking capabilities. Headquartered in Zurich, Switzerland, UBS is present in more than 50 markets around the globe.
We know that great work is never done alone. That’s why we place collaboration at the heart of everything we do. Because together, we’re more than ourselves. Want to find out more? Visit ubs.com/careers .
Your Career Comeback
We are open to applications from career returners. Find out more about our program on ubs.com/careercomeback .