Manager, Finance

About the role

The Schwab Investment Platforms, Solutions, and Strategy Finance team partners across the organization to support thoughtful decision-making for a business that manages and supports more than $6 trillion in client assets, approximately $3 billion in revenue, 600 staff, and roughly $300 million in operating expenses. As a Manager, Finance, you will help shape the financial insights that guide strategy for Schwab’s investment products, platforms, and services.

Responsibilities

• Support consolidation, forecasting, reporting, and analysis for the overall organization
• Translate complex financial data into clear, decision-ready insights for Finance partners and senior leaders
• Contribute to revenue and expense forecasting, multi-year planning, product performance analysis, P&L insights, and business case development tied to growth and investment opportunities
• Help improve reporting and forecasting processes, strengthen visibility into business drivers, and support decisions that support Schwab’s long-term growth and client outcomes

Requirements

• Bachelor’s degree in Finance, Accounting, Economics, or a related field
• 5+ years of experience in financial planning, business analysis, or closely related finance work
• Experience partnering with senior leaders and influencing decisions through analysis, insights, and clear recommendations
• Strong analytical thinking and problem-solving skills, with the ability to structure complex questions and translate data into actionable business insights
• Advanced Microsoft Excel and Microsoft PowerPoint skills to support financial analysis, reporting, modeling, and executive-level communication
• Strong verbal and written communication skills across a wide variety of audiences
• Demonstrated ability to identify data anomalies, resolve issues, and improve reporting or analysis processes

Qualifications

• Curiosity and sound judgment
• Ability to influence through strong partnership and financial insight
• Strong collaboration skills with the ability to build trusted partnerships across Finance, business leadership, and cross-functional teams

Skills

• Advanced Microsoft Excel and Microsoft PowerPoint skills
• Strong analytical thinking and problem-solving skills
• Strong verbal and written communication skills
• Ability to identify data anomalies, resolve issues, and improve reporting or analysis processes

Benefits

This role is eligible for bonus or incentive opportunities. Additional benefits include:

• 401(k) with company match and Employee stock purchase plan
• Paid time off for vacation, volunteering, and 28-day sabbatical after every 5 years of service for eligible positions
• Paid parental leave and family building benefits
• Tuition reimbursement
• Health, dental, and vision insurance