Senior Specialist, Finance

About the role

This position provides the right candidate with a unique opportunity to join the Schwab Technology Services Finance team. The team serves as a strategic business partner, providing financial insights, planning, and analysis to support decision-making and drive operational excellence. This role will lead performance analysis for key technology functions, ensuring alignment with corporate financial goals.

Responsibilities

• Lead processes to integrate KPIs and operational metrics into financial reporting across the STS FP&A team
• Create reporting solutions and champion adoption of Technology Business Management framework and Total Cost of Ownership data across STS FP&A team
• Partner with subject matter experts across the organization to improve total cost of ownership view of Schwab’s technology costs
• Assist with forecasting STS Next transformation programs and FP&A support of STS Business Operations and Enterprise Transformation as needed
• Assist with Internally Developed Software capitalization processes as needed
• Work cross-functionally to drive sustainable and efficient forecasting improvement efforts, including enhancements to financial systems
• Maintain sound risk management and control environment for work product
• Perform ad hoc analysis related to understanding business and client trends and their expense impact

Requirements

• Bachelor’s degree in Finance, Economics, Accounting, or related field
• 2-3 years of experience in Finance
• Proactive, self-starter, able to manage and deliver multiple projects and succeed in a time-sensitive, fast-paced environment with minimal direction
• Ability to logically structure analytical problems and use critical reasoning skills to evaluate financial forecasts
• Excellent oral and written communication skills and interpersonal skills. Comfortable partnering with peers and management and to work effectively in a fast-paced, dynamic team environment
• Financial planning and scenario modeling experience is important
• Experience with financial services industry is a plus
• Expertise in Excel, Word, PowerPoint and strong knowledge of financial systems (IBM Planning Analytics and PeopleSoft Financials)

Qualifications

• Bachelor’s degree in Finance, Economics, Accounting, or related field
• 2-3 years of experience in Finance
• Proactive, self-starter, able to manage and deliver multiple projects and succeed in a time-sensitive, fast-paced environment with minimal direction
• Ability to logically structure analytical problems and use critical reasoning skills to evaluate financial forecasts
• Excellent oral and written communication skills and interpersonal skills. Comfortable partnering with peers and management and to work effectively in a fast-paced, dynamic team environment
• Financial planning and scenario modeling experience is important
• Experience with financial services industry is a plus
• Expertise in Excel, Word, PowerPoint and strong knowledge of financial systems (IBM Planning Analytics and PeopleSoft Financials)

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