Senior Specialist, Finance (Corporate FP&A)
Your Opportunity
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.
Corporate Financial Planning & Analysis provides forecasting and decision support to stakeholders across Schwab, including the Chief Financial Officer, Board of Directors, Investor Relations, and senior business leaders. Within Corporate FP&A, the Revenue Forecasting team develops an enterprise view of revenue and net income across a complex business model influenced by client activity, market conditions, interest rates, asset levels, and other dynamic economic factors.
As a Senior Specialist, Finance, you will help develop Schwab’s consolidated net income forecast, analyze revenue components and key business drivers, maintain and enhance financial models, and translate detailed data into insights senior leaders can use to make informed decisions. Your work will contribute directly to understanding Schwab’s future financial picture and identifying the themes, risks, and opportunities shaping performance.
This role offers broad exposure across Schwab and the opportunity to deepen your knowledge of financial services, enterprise forecasting, financial modeling, and executive decision support. You will join a collaborative team that values curiosity, thoughtful analysis, continuous improvement, automation, and clear communication.
What you’ll do
- Collaborate with business partners and team members to forecast interest rates, client assets, balances, revenue, and consolidated net income.
- Develop a strong understanding of Schwab’s business model, revenue streams, and the market, client, and economic factors that influence financial performance.
- Perform detailed financial and data analysis to identify trends, risks, opportunities, anomalies, and key forecast drivers.
- Assess business inputs and assumptions used in financial models, challenge inconsistencies, and communicate the potential impact of changes.
- Prepare recurring and ad hoc analyses of revenue trends, drivers, and performance metrics to support senior management decisions.
- Maintain, enhance, and document financial forecasting models to improve accuracy, usability, transparency, and scalability.
- Identify opportunities to automate reporting and modeling processes, strengthen controls, and create efficiencies for the team.
- Partner across Finance and the business to gather inputs, reconcile results, explain variances, and develop a consolidated view of expected performance.
- Ensure revenue models and supporting documentation align with applicable Model Risk Oversight standards and governance expectations.
- Communicate complex financial information through clear analysis, presentation materials, and concise conclusions tailored to the audience.
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
- Bachelor’s degree in finance, economics, accounting, business analytics, or a related field, or equivalent relevant professional experience.
- 2+ years of experience in financial planning and analysis, corporate finance, forecasting, financial modeling, management reporting, accounting, treasury, investment analysis, or a related finance function.
- Hands-on experience analyzing financial statements, business performance, revenue or expense drivers, and large or complex data sets.
- Experience building, maintaining, or evaluating financial models, forecasts, budgets, or scenario analyses using clearly documented assumptions.
- Strong proficiency in Microsoft Excel, including formulas, pivot tables, lookups, data analysis, and financial-modeling techniques, plus proficiency in Microsoft PowerPoint.
- Working knowledge of finance and accounting principles and the ability to connect operating or market drivers to financial results.
- Ability to identify key themes and trends, investigate variances, assess the reasonableness of inputs, and convert analysis into clear, decision-useful insights.
- Strong written and verbal communication skills, with the ability to explain complex financial information to Finance, business, and senior-leadership audiences.
- Demonstrated ability to build productive relationships, manage competing priorities, exercise sound business judgment, and deliver accurate work in a fast-paced, deadline-driven environment.
- A proactive, collaborative approach with strong attention to detail and a commitment to continuous improvement.
Preferred qualifications
- Experience in financial services, banking, brokerage, asset management, wealth management, or another business with market-sensitive revenue streams.
- Understanding of how financial services firms generate revenue, including the effects of interest rates, client cash, asset levels, trading activity, and market performance.
- Experience developing consolidated forecasts, revenue forecasts, net income forecasts, or executive-level financial reporting.
- Experience with IBM Planning Analytics or TM1, Oracle Hyperion, Anaplan, Workday Adaptive Planning, or a comparable database, multidimensional planning, or OLAP tool.
- Experience improving or automating forecasting, reporting, data-validation, or financial-modeling processes.
- Familiarity with model governance, model documentation, validation, or Model Risk Oversight practices.
Location & Work Arrangement: This hybrid role requires four days per week in the office and one remote workday. Candidates must live in/near, or be willing to relocate on their own to the listed locations.
Applicants must be currently authorized to work in the United States on a full-time basis without employer sponsorship.
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
What you are good at
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
- Bachelor’s degree in finance, economics, accounting, business analytics, or a related field, or equivalent relevant professional experience.
- 2+ years of experience in financial planning and analysis, corporate finance, forecasting, financial modeling, management reporting, accounting, treasury, investment analysis, or a related finance function.
- Hands-on experience analyzing financial statements, business performance, revenue or expense drivers, and large or complex data sets.
- Experience building, maintaining, or evaluating financial models, forecasts, budgets, or scenario analyses using clearly documented assumptions.
- Strong proficiency in Microsoft Excel, including formulas, pivot tables, lookups, data analysis, and financial-modeling techniques, plus proficiency in Microsoft PowerPoint.
- Working knowledge of finance and accounting principles and the ability to connect operating or market drivers to financial results.
- Ability to identify key themes and trends, investigate variances, assess the reasonableness of inputs, and convert analysis into clear, decision-useful insights.
- Strong written and verbal communication skills, with the ability to explain complex financial information to Finance, business, and senior-leadership audiences.
- Demonstrated ability to build productive relationships, manage competing priorities, exercise sound business judgment, and deliver accurate work in a fast-paced, deadline-driven environment.
- A proactive, collaborative approach with strong attention to detail and a commitment to continuous improvement.
Preferred qualifications
- Experience in financial services, banking, brokerage, asset management, wealth management, or another business with market-sensitive revenue streams.
- Understanding of how financial services firms generate revenue, including the effects of interest rates, client cash, asset levels, trading activity, and market performance.
- Experience developing consolidated forecasts, revenue forecasts, net income forecasts, or executive-level financial reporting.
- Experience with IBM Planning Analytics or TM1, Oracle Hyperion, Anaplan, Workday Adaptive Planning, or a comparable database, multidimensional planning, or OLAP tool.
- Experience improving or automating forecasting, reporting, data-validation, or financial-modeling processes.
- Familiarity with model governance, model documentation, validation, or Model Risk Oversight practices.
Location & Work Arrangement: This hybrid role requires four days per week in the office and one remote workday. Candidates must live in/near, or be willing to relocate on their own to the listed locations.
Applicants must be currently authorized to work in the United States on a full-time basis without employer sponsorship.
In addition to the salary range, this role is also eligible for bonus or incentive opportunities.
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.