Sr. Specialist, Finance

About the role

The Schwab Investment Products Solutions and Services (SIPSS) FP&A team supports a business managing over $6 trillion in client assets, generating approximately $3B in revenue, employing around 600 staff, and spending about $300M annually. This role focuses on forecasting, reporting, financial analysis, and decision support for the Strategy & Innovation and Corporate Development teams.

Responsibilities

• Support leaders in understanding business performance through financial insights and decision-making
• Lead expense management, forecasting, reporting, and ad hoc analysis
• Partner closely with business leaders, senior stakeholders, and Finance partners across the organization
• Translate complex data into clear insights using financial models, assessing growth and investment opportunities
• Build financial models and scenario-based analyses to evaluate business outcomes, growth opportunities, or investment decisions
• Communicate financial insights effectively to help leaders take action
• Identify opportunities to strengthen data collection, reporting, and analysis processes
• Build a deep understanding of the Strategy & Innovation and Corporate Development teams

Requirements

• Bachelor’s degree in Finance, Accounting, Economics, or a related field
• 2+ years of experience in financial planning, business analysis, financial reporting, or closely related work
• Experience supporting forecasting, expense management, reporting, and business performance analysis
• Ability to use data analysis and financial reporting to identify trends, explain business drivers, and support decision-making
• Experience building financial models or scenario-based analyses to evaluate business outcomes, growth opportunities, or investment decisions
• Strong communication skills with the ability to translate complex financial information into clear, concise insights for a variety of audiences
• Ability to partner with senior leaders and influence decisions through thoughtful analysis, sound judgment, and stakeholder management
• Strong problem-solving skills, including the ability to structure complex questions, analyze options, and recommend practical solutions
• High attention to detail and accuracy, with the ability to identify data anomalies, resolve issues, and deliver work on time
• Advanced Microsoft Excel and Microsoft PowerPoint skills to support analysis, reporting, and executive-level communication
• Proactive, self-directed work style with the ability to manage multiple priorities in a time-sensitive environment

Preferred Qualifications

• MBA or equivalent advanced degree
• Experience in financial services or asset management
• Experience supporting strategy, innovation, corporate development, or investment-related business functions
• Comfort presenting to senior audiences with clear, concise, and compelling messages
• Experience improving reporting, data collection, or analysis processes to increase efficiency, accuracy, and business impact