Manager - Finance
Your Opportunity
Your opportunity
Manager, Management Reporting
The Management Reporting team develops, governs, and delivers internal and external financial and client-metric reporting that enables data-driven decision-making for executive leadership, senior management, and the Board of Directors. External reporting includes monthly activity, growth in client assets and accounts, and asset management and administration fee metrics. In addition, the team partners closely with technology teams and other stakeholders to enhance data quality, strengthen controls, and advance business intelligence capabilities and self-service analytics.
The Manager will partner with key stakeholders to understand and analyze business performance and changes and will collaborate with technology groups to redesign and improve reporting processes, controls, and deliverables.
What you’ll do:
- Plan, organize, and deliver internal and external financial and client metrics reports and presentations.
- Ensure the accuracy, integrity, and overall quality of reported metrics while consistently meeting deadlines.
- Identify, investigate, and resolve reporting and metric issues; document findings and recommended policies/procedures for review and approval.
- Design, build, and maintain automated reporting models to support business and operational changes.
- Respond to stakeholder questions by providing clear explanations of reporting results, definitions, and drivers.
- Support ad hoc initiatives such as benchmarking, research, and executive-ready presentations.
What you have
- Bachelor’s degree required (BA/BS).
- 5+ years of experience in financial/management reporting, financial analysis, and/or accounting (audit experience a plus).
- Experience in brokerage and/or financial services is strongly preferred.
- Strong understanding of corporate finance, accounting, and financial reporting/planning principles.
- Experience with PlanIt/TM1 and PeopleSoft (or similar enterprise reporting systems/applications).
- Proficiency with Microsoft Word, Excel, PowerPoint, Adobe Acrobat or similar tools.
- Excellent attention to detail and strong written and verbal communication skills.
- Strong analytical, organizational, and project management skills.
- Able to work independently and collaboratively in a fast-paced, time-sensitive environment.
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
What you are good at
What you have
- Bachelor’s degree required (BA/BS).
- 5+ years of experience in financial/management reporting, financial analysis, and/or accounting (audit experience a plus).
- Experience in brokerage and/or financial services is strongly preferred.
- Strong understanding of corporate finance, accounting, and financial reporting/planning principles.
- Experience with PlanIt/TM1 and PeopleSoft (or similar enterprise reporting systems/applications).
- Proficiency with Microsoft Word, Excel, PowerPoint, Adobe Acrobat or similar tools.
- Excellent attention to detail and strong written and verbal communication skills.
- Strong analytical, organizational, and project management skills.
- Able to work independently and collaboratively in a fast-paced, time-sensitive environment.
Why Schwab?
At Schwab, “Own Your Tomorrow” embodies everything we do! We are committed to helping our employees unleash their potential and achieve their dreams. Our employees get to play a central role in disrupting a multi-trillion-dollar industry, creating a better, more modern way to build and manage wealth. We’re a modern financial services firm that stands apart from the industry, where you can go as far as your ambition takes you.
Hear from employees: What’s it like to work at Schwab!
The benefits of working at Schwab : a package designed to empower your health, wealth, career and life. Schwab is committed to building a diverse and inclusive workplace where everyone feels valued.
As an equal employment opportunity employer, our policy is to provide equal employment opportunities to all employees and applicants without regard to any status that is protected by law. (Please click here to see policy.)
Schwab is also an affirmative action employer, focused on advancing women, minorities, veterans, and individuals with disabilities in the workplace. We believe diversity and inclusion are part of our success as a company and our purpose of serving every client with passion and integrity.