Senior Team Manager, IT Finance

to improve cost efficiency, productivity, and profitability

• Support strategic initiatives such as scale and efficiency projects, capacity planning, and process improvements

• Financial Planning & Analysis

• Lead the annual budgeting and quarterly forecasting processes for key Technology functions

• Develop and maintain financial models to support scenario planning and investment decisions

• Analyze variances between actuals and forecasts, identifying root causes and recommending corrective actions

• Champion adoption of Technology Business Management framework and Total Cost of Ownership data across STS FP&A team

• Reporting & Performance Management

• Deliver monthly and quarterly performance reports with commentary for senior leadership

• Track key performance indicators (KPIs) and operational metrics to monitor business health

• Ensure timely and accurate reporting in alignment with corporate standards

• Cross-Functional Collaboration

• Partner with Accounting, Procurement, Corporate FP&A, and HR to ensure financial alignment across functions

• Maintain robust capitalization processes for internally developed software

• Leadership & Team Development

• Manage and mentor a team of Analysts, fostering a culture of continuous improvement and analytical rigor

What you have

Required**:**

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

• 10+ years of progressive experience in financial planning & analysis or related finance role

• 3+ years in a direct leadership role

• Experience utilizing Technology Business Management framework and Total Cost of Ownership to improve financial transparency and insights for technology leaders

• Strong track record of driving budgeting, forecasting, and strategic planning processes supporting technology organizations

• Demonstrated ability to lead and develop high-performing FP&A teams

• Excellent communication and presentation skills, with the ability to influence senior stakeholders and translate financial insights into strategic actions

• Strong business acumen and ability to partner cross-functionally with finance and technology leaders

• Experience supporting enterprise-wide transformation projects

Preferred:

• MBA, CPA or similar

• Financial Services Industry experience

• Experience supporting global technology teams

#technologyfinance #tbm #tco

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