Finance Manager- Wealth and Advice Solutions

th your analytics and financial knowledge, you'll liaise between the Finance team and the functional areas it supports. You will resolve issues related to forecasting, planning, resource prioritization and business profitability, ad hoc strategic analysis, and you will help create and translate analyses into easy-to-understand presentations. This will be a great opportunity to gain business knowledge, exposure within Schwab with potential for future career possibilities and be part of a great team.

Responsibilities include:

• Support Managed Investing.

• Build and maintain financial models to inform decision making related to forecasting, planning, resource prioritization, and business profitability.

• Facilitate ongoing forecasting and the annual budgeting process (revenue, expense, households, and net flows).

• Lead monthly close process around revenue, expense, net flows, and related metrics.

• Relationship / thought partnership with product Managers and Directors.

• Help drive business decisions or influence the future direction of the product.

• Perform other financial reporting, ad-hoc analysis, and project needs as required by the business

What you have

To ensure that we fulfill our promise of "challenging the status quo," this role has specific qualifications that successful candidates should have:

Required Qualifications:

• An undergraduate degree in Finance, Accounting or related field, or equivalent work experience.

• 3-5 years of related Corporate Financial Planning & Analysis or similar experience.

• Strong experience with data analytics and decision support.

• Experience sourcing data from database applications and working efficiently with large data sets (SQL and/or Python experience nice to have).

• Strong PC skills, including proficiency in Excel, Word, PowerPoint, and financial modeling.

Preferred Qualifications:

• Prior financial industry experience.

• Ability to build relationships and interact with many different audiences and levels of management.

• Demonstrated track record of managing several projects simultaneously.

• Ability to synthesize data and summarize findings into effective presentations.

• Ability to quickly analyze issues and present workable solutions that are in the best interest of our business partners.

• Ability to articulate views in a clear and concise manner.

• Highly motivated, engaged, self-starter.

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