IT Program Manager, FinOps Lead
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.
We believe in the importance of in-office collaboration and fully intend for the selected candidate for this role to work on site in the specified location(s).
Schwab Technology Services enables the future of how clients manage their money by delivering innovative and reliable technology products and services.
This role sits within our I&O Schwab Technology Infrastructure Services team. As an IT Program Management Lead supporting Infrastructure & Operations, you’ll connect financial, workforce, vendor, and technology insights to help leaders make informed decisions about investments and operational priorities.
You’ll collaborate with engineering, finance, procurement, vendors, and leadership to improve transparency across technology spend, capital funding, workforce capacity, and strategic initiatives. You’ll translate complex data into actionable recommendations, optimize vendor and contract portfolios, and strengthen resource planning and reporting to help leaders evaluate trade-offs and maximize technology investments.
Success in this highly visible role requires strong analytical thinking, sound judgment, strategic perspective, and the ability to build consensus and influence across teams.
What you will do:
- Drive financial transparency and technology investment optimization by analyzing operating expenses, capital funding, labor costs, and technology spend to provide actionable insights that support strategic decision-making across Infrastructure & Operations.
- Manage and optimize vendor and contract portfolios by monitoring contract utilization, validating forecasts, supporting renewal negotiations, identifying cost optimization opportunities, and ensuring technology investments delivering expected business value.
- Lead workforce and resource planning activities by maintaining labor rosters, validating organizational and cost center alignment, tracking open positions, and providing reporting that enables leaders to make informed staffing and capacity decisions.
- Partner across engineering, finance, procurement, and leadership teams to develop dashboards, reporting, and business analyses that improve visibility into technology costs, initiative funding, and operational performance while enabling data-driven prioritization and investment decisions.
- Build strong relationships with key stakeholders, establishing clear roles, responsibilities, priorities, and expectations.
- Identify, track, and manage risks, issues, and action items, escalating concerns and removing barriers as needed.
- Prepare leadership presentations and reporting that clearly communicate status, priorities, and key considerations.
- Ensure organization follows established corporate standards, governance controls, and Legal, Compliance, and Vendor Management requirements.
- Apply technical and business knowledge to assess needs, evaluate impacts, resolve issues, build consensus, and recommend solutions.
What you have
Required Qualifications:
- 8+ years of Infrastructure Financial Operations Management Experience.
- Proven experience analyzing complex financial, operational, and workforce data and translating findings into actionable business recommendations.
- Strong knowledge of budgeting, forecasting, capital planning, expense management, and financial analysis in a large enterprise environment.
- Experience managing technology vendor relationships, contract renewals, license utilization, forecasts, and spend optimization.
- Demonstrated ability to build dashboards, reporting, and executive-level presentations that turn complex information into clear insights.
- Strong analytical thinking and problem-solving skills, with the ability to identify trends, reconcile data across systems, challenge assumptions, and recommend improvements.
- Demonstrated success collaborating with technology, finance, procurement, and business stakeholders and influencing decisions without direct authority.
- Proficiency with data analysis and reporting tools such as Microsoft Excel, Power BI, Tableau, Apptio, or comparable platforms.
- Excellent written and verbal communication skills, with the ability to explain complex technology and financial concepts to diverse audiences.
- Ability to independently manage competing priorities and drive results in a fast-paced, highly matrixed environment.
Preferred Qualifications:
- Experience supporting enterprise technology, cloud operations, technology infrastructure, or Technology Business Management functions in a large, complex organization.
- Familiarity with FinOps practices, cloud financial management, consumption-based services, and technology value optimization.
- Experience supporting strategic technology vendors and large-scale software, infrastructure, cloud, or managed-services agreements.
- Knowledge of workforce planning, demand management, resource forecasting, and capacity planning.
- Experience with Apptio, ServiceNow Financial Management, or similar technology cost-transparency platforms.
- Understanding of capital planning, capitalization methodologies, technology investment governance, business case development, and portfolio planning.
- Professional certification in FinOps, Technology Business Management, Project Management (PMP), Business Analysis (CBAP), Finance, Accounting, or a related discipline.
- Ability to connect financial, operational, workforce, and technology data to help leaders evaluate trade-offs and prioritize investments.
In addition to the salary range, this role is eligible for bonus or incentive opportunities.
Applicants must be currently authorized to work in the United States on a full-time basis without employer sponsorship.
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
Required Qualifications:
- 8+ years of Infrastructure Financial Operations Management Experience.
- Proven experience analyzing complex financial, operational, and workforce data and translating findings into actionable business recommendations.
- Strong knowledge of budgeting, forecasting, capital planning, expense management, and financial analysis in a large enterprise environment.
- Experience managing technology vendor relationships, contract renewals, license utilization, forecasts, and spend optimization.
- Demonstrated ability to build dashboards, reporting, and executive-level presentations that turn complex information into clear insights.
- Strong analytical thinking and problem-solving skills, with the ability to identify trends, reconcile data across systems, challenge assumptions, and recommend improvements.
- Demonstrated success collaborating with technology, finance, procurement, and business stakeholders and influencing decisions without direct authority.
- Proficiency with data analysis and reporting tools such as Microsoft Excel, Power BI, Tableau, Apptio, or comparable platforms.
- Excellent written and verbal communication skills, with the ability to explain complex technology and financial concepts to diverse audiences.
- Ability to independently manage competing priorities and drive results in a fast-paced, highly matrixed environment.
Preferred Qualifications:
- Experience supporting enterprise technology, cloud operations, technology infrastructure, or Technology Business Management functions in a large, complex organization.
- Familiarity with FinOps practices, cloud financial management, consumption-based services, and technology value optimization.
- Experience supporting strategic technology vendors and large-scale software, infrastructure, cloud, or managed-services agreements.
- Knowledge of workforce planning, demand management, resource forecasting, and capacity planning.
- Experience with Apptio, ServiceNow Financial Management, or similar technology cost-transparency platforms.
- Understanding of capital planning, capitalization methodologies, technology investment governance, business case development, and portfolio planning.
- Professional certification in FinOps, Technology Business Management, Project Management (PMP), Business Analysis (CBAP), Finance, Accounting, or a related discipline.
- Ability to connect financial, operational, workforce, and technology data to help leaders evaluate trade-offs and prioritize investments.
In addition to the salary range, this role is eligible for bonus or incentive opportunities.
Applicants must be currently authorized to work in the United States on a full-time basis without employer sponsorship.
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.