Sr. Specialist Finance - Trading Services

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. We believe in the importance of in-office collaboration and fully intend for the selected candidate for this role to work on site in the specified location(s).

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. You will 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. You will turn complex financial results and large data sets into clear insights for senior stakeholders, build financial models to evaluate growth and scale opportunities, and develop client-level revenue metrics that reveal the drivers of trading revenue and business performance. Working closely with finance and business partners, you will strengthen forecasting processes, identify opportunities for continuous improvement, and provide timely analysis for strategic initiatives and emerging business questions.

Success in this role requires analytical thinking, sound decision making, attention to detail, adaptability, and the ability to communicate financial insights in a practical and influential way.

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 will support strategic decision-making
• Build strong business partnerships across levels to understand priorities, share financial context, and help drive results
• Learn how Schwab’s Trading revenue is forecast by identifying the key client and trading metrics that influence top-line growth and apply those 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

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 Analytics, PeopleSoft Financials applications, and Power BI
• Demonstrated analytical aptitude working with large data sets

Benefits

• Comprehensive Compensation and Benefits package
  • 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
  • Inclusion: Employee Resource Groups, Commitment to diversity, Strategic partnerships

In addition to the salary range, this role is eligible for bonus or incentive opportunities.