Sr Manager, Finance
Charles Schwab · Westlake, TX · 1 wk ago
HybridFinanceFull-time
Your opportunity At Schwab, you’re empowered to make an impact on your career. Here, innovative thought meets creative problem solving, helping us “challenge the status quo” and transform the finance industry together. The FP&A Senior Manager will serve as the trusted Finance business partner supporting Schwab’s Retail International business. The International Services organization offers clients outside of the United States the ability to invest in U.S. markets; providing trading, service, and solutions to help clients invest in the U.S. from abroad. Our Retail Finance team’s objectives are to help business partners drive operational leverage and maximize profitability through rigorous analysis to support strategic decision making and planning, understand business trends, and communicate performance. This individual contributor role will play a significant role in providing financial planning and analytical insights to influence outcomes and ensuring alignment with corporate financial goals. The successful candidate will partner closely with Retail International executives to ensure strong financial governance and influence across a complex and evolving business landscape. What you have 5+ years of experience in financial planning & analysis, demonstrating progression into increasingly complex rolesBachelor’s degree in finance, economics, or related fieldExhibit strong executive presence, communication skills, and ability to tell a compelling story with dataTranslate complex financial concepts into clear business recommendations for executive audiencesStrong attention to detail and accuracy, with a proven ability to identify and resolve issuesAdvanced skills in Excel, PowerPoint, and financial modelingProactive self-starter and team player who can work independently in a challenging and fast-paced, time-sensitive environmentDemonstrate sound business judgement, strategic thinking, embraces change, and leads through ambiguity with resilience and accountabilityExperience with ERP software or similar tools such as IBM Planning Analytic, Power BI, etc. SQL a plus.MBA or equivalent graduate degree preferred What You'll Do Lead financial planning and analysis for the Retail International organization. Manage month-end close, conduct P&L variance analysis, identify risks & opportunities, prepare quarterly financial forecasts, annual plans and long-range planning, ensure timely and accurate reporting as well as tracking Key Performance Indicators (KPIs)Develop executive presentations and present monthly financial resultsCoordinate across the organization to ensure clear lines of communicationPartner closely with International senior leaders to understand business drivers, evaluate growth strategies, and identify business performance and trends to recommend actionable insights with measurable outcomesStructure and lead ad hoc analytical projects to support strategic initiativesEvaluate opportunities and build financial models for business cases to assess financial returns of growth initiatives, including scale & efficiencyFosters growth and development of peers on the team; being vested in the success of the Enterprise Finance organizationSupport people leaders within the broader Enterprise Finance team to drive team engagement In addition to the salary range, this role is also eligible for bonus or incentive opportunities. What’s in it for you At Schwab, you’re empowered to shape your future. We champion your growth through meaningful work, continuous learning, and a culture of trust and collaboration—so you can build the skills to make a lasting impact. Our Hybrid Work and Flexibility approach balances our ongoing commitment to workplace flexibility, serving our clients, and our strong belief in the value of being together in person on a regular basis. We offer a competitive benefits package that takes care of the whole you – both today and in the future: 401(k) with company match and Employee stock purchase planPaid time for vacation, volunteering, and 28-day sabbatical after every 5 years of service for eligible positionsPaid parental leave and family building benefitsTuition reimbursementHealth, dental, and vision insurance