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Your opportunity

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 Finance Manager opportunity is a vital member of the Wealth and Advice Solutions (WAS) Finance team. This high-profile position provides direct financial oversight and decision support for various operations within the broader WAS organization.

In addition, you will work across the Finance organization. With 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 a potential for future career possibilities and be part of a great team.

+ 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

Required Qualifications

+ An undergraduate degree

+ 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)

Preferred Qualifications

+ Prior financial industry experience

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

+ 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

CO Salary Range: USD $90,000.00 - $200,100.00 / Year

What’s in it for you:

At Schwab, we’re committed to empowering our employees’ personal and professional success. Our purpose-driven, supportive culture, and focus on your development means you’ll get the tools you need to make a positive difference in the finance industry. 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

Schwab is an affirmative action employer, focused on employing and advancing in employment, qualified women, racial and ethnic minorities, protected veterans, and individuals with disabilities in the workplace. If you have a disability and require reasonable accommodations in the application process, contact Human Resources at [email protected] or call 800-275-1281.