Senior Manager, Finance Strategy & Analytics

About the role

The Senior Manager – Strategy & Analytics role within the first line Finance Risk Management (FRM) function at Schwab is responsible for conducting macroeconomic surveillance and risk monitoring, enhancing financial risk dashboards, and preparing presentations for senior management and regulators. The position also involves assessing new business and products across Finance risk stripes and collaborating with stakeholders on the design and enhancement of market, liquidity, and capital risk frameworks.

Responsibilities

• Conduct macroeconomic surveillance and risk monitoring, identifying emerging risks driven by economic, market, and policy developments.
• Enhance financial risk dashboards and expand firmwide risk analytics capabilities, producing actionable insights into exposures, concentrations, forecasts, sensitivities, and cross-risk impacts under various scenarios across legal entities and business units.
• Partner with stakeholders on the design and enhancement of market, liquidity, and capital risk frameworks, including risk appetite, limits/triggers, operating targets, key risk indicators, and contingency planning.
• Prepare presentations for senior management and regulators on risk management capabilities, exposures, trends, and any potential remediation actions.
• Conduct ad hoc analysis on emerging risks.

Requirements

• Bachelor’s degree in Finance or business-related field.
• 7+ years of related work experience.
• Detailed knowledge of finance and/or risk management.
• Deep knowledge of broker-dealer and bank risk management capabilities.
• Deep knowledge of Capital, Liquidity, Interest Rate and Regulatory Risk Management practices.
• Experience with sweep deposit programs.
• Experience with financial systems and financial data.
• Excellent analytical, strategic planning, problem-solving skills.
• Ability to translate sophisticated business problems into discrete quantifiable components.
• Excellent oral and written communication skills and ability to interact cross-functionally.
• Self-motivated, able to multi-task, perform under strict deadlines, and able to develop new processes.

Qualifications

• Bachelor’s degree in Finance or business-related field.
• Master’s degree in Business, Finance, or other related field preferred.
• CFA, CPA, or FRM professional designation preferred.
• Familiarity with bank and broker-dealer balance sheets.
• Working knowledge of SQL, Tableau preferred.
• Experience creating presentations for executive audiences preferred.

Benefits

At Schwab, we offer a competitive benefits package that includes:

• 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.