Sr. Specialist Finance - Trading Services

About the role

The Retail Trading Services Finance team provides financial analysis and decision support for Schwab's Retail Investor Services organization. Trading Services delivers an industry-leading trading experience through innovative platforms, tools, products, education, financial content, and specialized service and risk support across desktop, web, and mobile channels.

As a Senior Finance Specialist, you will help business partners understand performance, evaluate opportunities, and make informed decisions that drive profitable growth, operational leverage, and greater efficiency.

What you'll do

• Support monthly financial reporting, variance analysis, risk and opportunity assessment, quarterly forecasting, and annual planning across business lines, including the Futures and Forex legal entity
• Turn complex financial results and large data sets into clear insights for senior stakeholders
• Build financial models to evaluate growth and scale opportunities
• Develop client-level revenue metrics that reveal the drivers of trading revenue and business performance
• Work closely with finance and business partners to strengthen forecasting processes
• Identify opportunities for continuous improvement
• Provide timely analysis for strategic initiatives and emerging business questions

What you're good at

• Supporting monthly financial reporting, variance analysis, risk and opportunity quantification, quarterly forecasts, and annual plans across business lines, including the Futures and Forex legal entity
• Synthesizing financial results and communicating relevant insights to senior stakeholders that will support strategic decision-making
• Building strong business partnerships across levels to understand priorities, share financial context, and help drive results
• Learning how Schwab's Trading revenue is forecast by identifying the key client and trading metrics that influence top-line growth and applying those insights to the Trader Finance team's monthly forecasting process
• Developing client-level revenue contribution metrics to provide deeper insight into trends affecting revenue growth in Schwab's Trader business
• Evaluating growth opportunities and building financial models to support initiatives, including Scale & Efficiency programs at Schwab
• Driving process efficiencies in monthly and quarterly forecasting to create capacity for deeper analysis that supports business performance
• Supporting ad hoc financial analysis requested by business partners

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
• Demonstrate analytical aptitude working with large data sets

Benefits

• 401k Match, Employee Stock Purchase Plan, Employee Discounts, Personalized advice, Brokerage discounts
• Sabbatical, Paid Parental Leave, New Mothers returning to work Program, Tuition Reimbursement Programs, Time off to volunteer, Employee Matching Gifts Program
• Health and Lifestyle Wellness Rewards, Onsite Fitness Classes, Healthy Food Choices, Wellness Champions
• Employee Resource Groups, Commitment to diversity, Strategic partnerships
• Bonus or incentive opportunities in addition to salary
• Paid time for vacation, volunteering, and 28-day sabbatical after every 5 years of service for eligible positions
• Health, dental, and vision insurance