Finance Manager

ays a critical part in providing financial oversight and leading Corporate FP&A forecasting of client product balances, with a focus on demonstrating Schwab's ability to withstand stressful scenarios as part of firmwide Comprehensive Capital Analysis and Review (CCAR) efforts. This position will work with Schwab's multiple lines of business as well as across the Finance organization, and will assist with balance sheet FP&A analysis and reporting. This person will also play a key role in driving change within the FP&A organization as we work to modernize and converge our forecasting processes across BAU and CST activities.

What you have

• Bachelor's degree in Finance, Economics, Accounting, or a related field

• 4+ years' experience in accounting, FP&A, treasury, or related function

• Strong foundation of accounting and finance knowledge, including an understanding of balance sheet and income statement principles, and Schwab's balance sheet dynamics and product balances

• Proactive, self-starter, able to manage and deliver multiple projects and succeed in a time-sensitive, fast-paced environment with minimal direction

• Ability to logically structure analytical problems and use critical reasoning skills to evaluate financial forecasts

• Excellent oral and written communication skills and interpersonal skills. Comfortable partnering with peers and management and to work effectively in a fast-paced, dynamic team environment.

• Financial planning and scenario modeling experience is important.

• Experience with financial services industry is a plus.

• Expertise in Excel, Word, PowerPoint required, and strong knowledge of IBM Planning Analytics preferred

What you'll do:

• Partner with subject matter experts across the organization to bring together a complete forecast view of client product balances, with an emphasis on balance sheet impact, across a wide range of baseline and stressful scenarios.

• Engage with experts from multiple teams at Schwab as well as Schwab leaders to communicate and challenge forecast results. This includes aiding in the production of the annual Capital Plan and associated reporting for the Board and Federal Reserve.

• Work cross-functionally to drive sustainable and efficient forecasting improvement efforts, including enhancements to financial systems such as the alignment of BAU and CST forecasting processes

• Maintain sound risk management and control environment for Capital Stress Testing revenue forecasting efforts.

• Perform ad hoc analysis related to understanding business and client trends and their revenue impact.

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

What's in it for you

At Schwab, you're empowered to shape your future. We champion your growth through meaningful work, continuous learning, and a culture of trust and collaboration-so you can build the skills to make a lasting impact. Our Hybrid Work and Flexibility approach balances our ongoing commitment to workplace flexibility, serving our clients, and our strong belief in the value of being together in person on a regular basis.

We offer a competitive benefits package that takes care of the whole you - both today and in the future:

• 401(k) with company match and Employee stock purchase plan
• Paid time for vacation, volunteering, and 28-day sabbatical after every 5 years of service for eligible positions
• Paid parental leave and family building benefits
• Tuition reimbursement
• Health, dental, and vision insurance