#2025-116642
the Firm to influence business decision-making and help shape our company's digital asset roadmap such as cryptocurrency, stablecoins, tokenization, etc.
What you have
5-7 years of experience in Finance, demonstrating progression into increasingly complex roles
Bachelor's degree in finance, economics, or related field
Advanced skills in Excel, PowerPoint, and financial modeling
Excellent written and verbal communications and partnering skills. Demonstrated success in working with senior leaders and business partners
Strong attention to detail and accuracy with proven ability to identify and solve issues/challenges
Proactive self-starter and team player who can work independently in a challenging and fast-paced, time-sensitive environment
Demonstrate sound business judgement, strategic thinking, and ability to deal with ambiguity
Experience with ERP software or similar tools such as IBM Planning Analytic, Power BI, etc. SQL a plus.
What you'll do:
Lead financial planning and analysis for the Digital Assets organization. Responsible for month-end close, variance analysis, quarterly financial forecasts, annual planning, and reporting for both revenues and expenses
Partner closely with various leaders across Schwab to drive critical analysis and communication in support of Schwab's digital assets roadmap and initiatives
Coordinate across the organization to ensure clear lines of communication to support an evolving and changing business model
Advise Retail Digital Assets business partners on strategic alternatives and the potential impact of decisions. Identify business performance and trends to provide actionable recommendations for business and finance leadership
Partner with other Schwab teams to evaluate new digital asset opportunities, build financial models, and develop business cases to help evaluate company's growth initiatives
Perform proactive ad-hoc analyses to support business programs
Fosters growth and development of peers on the team; being vested in the success of the team
Support people leaders within the broader Enterprise Finance team to drive team engagement, retention, and recruiting
In addition to the salary range, this position 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: