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 within the Schwab Investment Platforms, Solutions, and Strategy organization.

Responsibilities

• Supports leaders in understanding business performance through financial insights and analysis.
• Evaluates financial impacts and makes informed decisions aligned with firm priorities and strategic initiatives.
• Ledges expense management, forecasting, reporting, and ad hoc analysis.
• Partners closely with business leaders, senior stakeholders, and Finance partners across the organization.
• Builds financial models and assesses growth and investment opportunities.
• Supports monthly, quarterly, and annual deliverables with accuracy and discipline.
• Identifies opportunities to strengthen data collection, reporting, and analysis processes.
• Builds 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.