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About the Role
The Schwab Investment Platforms, Solutions, and Strategy Finance team partners across the organization to support thoughtful decision-making for a business that manages and supports more than $6 trillion in client assets. As a Manager, Finance, you will help shape the financial insights that guide strategy for Schwab’s investment products, platforms, and services by supporting consolidation, forecasting, reporting, and analysis for the overall organization. You will translate complex financial data into clear, decision-ready insights for Finance partners and senior leaders, supporting revenue and expense forecasting, multi-year planning, product performance analysis, P&L insights, and business case development.
Responsibilities
- Support consolidation, forecasting, reporting, and analysis for the overall organization.
- Translate complex financial data into clear, decision-ready insights for Finance partners and senior leaders.
- Support revenue and expense forecasting, multi-year planning, product performance analysis, P&L insights, and business case development tied to growth and investment opportunities.
- Improve reporting and forecasting processes.
- Strengthen visibility into business drivers.
- Contribute to decisions that support Schwab’s long-term growth and client outcomes.
Requirements
- Bachelor’s degree in Finance, Accounting, Economics, or a related field
- 5+ years of experience in financial planning, business analysis, or closely related finance work
- Experience partnering with senior leaders and influencing decisions through analysis, insights, and clear recommendations
- Strong analytical thinking and problem-solving skills, with the ability to structure complex questions and translate data into actionable business insights
- Ability to manage multiple priorities in a dynamic environment while maintaining accuracy, timeliness, and attention to detail
- Advanced Microsoft Excel and Microsoft PowerPoint skills to support financial analysis, reporting, modeling, and executive-level communication
- Strong verbal and written communication skills across a wide variety of audiences
- Demonstrated ability to identify data anomalies, resolve issues, and improve reporting or analysis processes
- MBA or equivalent advanced degree
- Experience in financial services, asset management, or investment products
- Background in FP&A, embedded finance, or business-unit finance support
- Experience developing financial models, business cases, or multi-year forecasts
- Ability to present complex financial information to senior audiences in a clear, concise, and compelling way
- Strong collaboration skills with the ability to build trusted partnerships across Finance, business leadership, and cross-functional teams
Skills
- Financial planning
- Business analysis
- Financial insight
- Analytical thinking
- Problem-solving
- Microsoft Excel
- Microsoft PowerPoint
- Verbal communication
- Written communication
- Collaboration
Location
- On-site
Work Type
- On-site
Experience Level
- 5+ years of experience
Education Level
- Bachelor's degree
- MBA or equivalent advanced degree
Salary/Compensations
- Eligible for bonus or incentive opportunities
About the Company
- 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.
- The Schwab Investment Platforms, Solutions, and Strategy Finance team partners across the organization to support thoughtful decision-making for a business that manages and supports more than $6 trillion in client assets, approximately $3 billion in revenue, 600 staff, and roughly $300 million in operating expenses.