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 the ability to influence through strong partnership and financial insight
• Strong analytical thinking and problem-solving skills
• Advanced Microsoft Excel and PowerPoint skills
• Strong verbal and written communication skills
• Experience in financial services, asset management, or investment products
• MBA or equivalent advanced degree
• Experience in FP&A, embedded finance, or business-unit finance support
• Experience developing financial models, business cases, or multi-year forecasts
• Ability to present complex financial information to senior audiences in a clear, concise, and compelling way
• Strong collaboration skills

Skills

• Strong analytical thinking and problem-solving skills
• Advanced Microsoft Excel and PowerPoint skills
• Strong verbal and written communication skills
• Experience in financial services, asset management, or investment products
• MBA or equivalent advanced degree
• Experience in FP&A, embedded finance, or business-unit finance support
• Experience developing financial models, business cases, or multi-year forecasts
• Ability to present complex financial information to senior audiences in a clear, concise, and compelling way
• Strong collaboration skills

Benefits

• 401(k) with company match and Employee stock purchase plan
• Paid time 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

Pay

This role is eligible for bonus or incentive opportunities.

Schedule

Hybrid Work and Flexibility approach balances ongoing commitment to workplace flexibility, serving clients, and strong belief in the value of being together in person on a regular basis.