Sr. Specialist Finance - Trading Services
About the role
The Retail Trading Services Finance team at Schwab provides financial analysis and decision support for Schwab's Retail Investor Services organization. This role supports the Futures and Forex legal entity.
Responsibilities
- Support monthly financial reporting, variance analysis, risk and opportunity quantification, quarterly forecasts, and annual plans across business lines, including the Futures and Forex legal entity
- Synthesize financial results and communicate relevant insights to senior stakeholders that support strategic decision-making
- Build strong business partnerships across levels to understand priorities, share financial context, and help drive results
- Identify key client and trading metrics influencing top-line growth and apply insights to the Trader Finance team's monthly forecasting process
- Develop client-level revenue contribution metrics to provide deeper insight into trends affecting revenue growth in Schwab's Trader business
- Evaluate growth opportunities and build financial models to support initiatives, including Scale & Efficiency programs at Schwab
- Drive process efficiencies in monthly and quarterly forecasting to create capacity for deeper analysis that supports business performance
- Support ad hoc financial analysis requested by business partners
Requirements
- 3+ years of experience in financial planning & analysis (FP&A), including variance analysis, reporting, and budgeting & forecasting
- Undergraduate degree in finance, economics, or a related field
- Solid understanding of finance concepts and GAAP accounting
- Strong attention to detail
- High proficiency in Microsoft Excel and PowerPoint
- Experience using IBM Planning Analytic, PeopleSoft Financials applications, and PowerBI
- Proven analytical aptitude working with large data sets
Qualifications
- 3+ years of experience in financial planning & analysis (FP&A), including variance analysis, reporting, and budgeting & forecasting
- Undergraduate degree in finance, economics, or a related field
- Solid understanding of finance concepts and GAAP accounting
- Strong attention to detail
- High proficiency in Microsoft Excel and PowerPoint
- Experience using IBM Planning Analytic, PeopleSoft Financials applications, and PowerBI
- Proven analytical aptitude working with large data sets
Benefits
Comprehensive Compensation and Benefits package including Financial Health (401k match, Employee Stock Purchase Plan, Employee Discounts, Personalized advice, Brokerage discounts), Work/Life Balance (Sabbatical, Paid Parental Leave, New Mothers returning to work Program, Tuition Reimbursement Programs, Time off to volunteer, Employee Matching Gifts Program), Everyday Wellness (Health and Lifestyle Wellness Rewards, Onsite Fitness Classes, Healthy Food Choices, Wellness Champions), and Inclusion (Employee Resource Groups, Commitment to diversity, Strategic partnerships).