Manager, Finance
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.
Schwab Technology Services Finance helps technology leaders understand financial performance, anticipate future costs, and make informed investment decisions. As a Manager, Finance, you will serve as the finance partner to Client Trading Experience Technology (CTET), the Schwab AI Transformation organization (AI.x), and the Office of the CTO (OCTO), owning budgeting, forecasting, and reporting and turning financial data into clear insights that inform technology spending decisions.
What you have
- Bachelor’s degree in Finance, Economics, Accounting, or related field
- 5 years of experience in Finance
- Deep understanding of internally developed software capitalization accounting and governance
- Systems thinker with proven experience modernizing cross-functional financial processes and champion of GenAI capabilities
- Proactive, self-starter, able to manage and deliver multiple projects and succeed in a time-sensitive, fast-paced environment with minimal direction
- Ability to logically structure analytical problems and use critical reasoning skills to evaluate financial forecasts
- Excellent oral and written communication skills and interpersonal skills
- Comfortable partnering with senior leaders to drive business outcomes
- Financial planning and scenario modeling experience is important
What you'll do:
- Lead FP&A for CTET, AI.x, and OCTO, including monthly close, forecasting, annual planning, and variance analysis.
- Partner with technology leaders to translate business priorities into budgets and forecasts.
- Build financial models to support scenario planning, business cases, and investment decisions.
- Deliver clear monthly reporting and leadership commentary, including key risks and opportunities.
- Partner with Accounting on accruals and internally developed software capitalization.
- Identify opportunities to improve cost efficiency and simplify planning and reporting processes, including through GenAI.
- Perform ad hoc analysis on business and technology trends and their expense impact.
In addition to the salary range, this position 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
- Bachelor’s degree in Finance, Economics, Accounting, or related field
- 5 years of experience in Finance
- Deep understanding of internally developed software capitalization accounting and governance
- Systems thinker with proven experience modernizing cross-functional financial processes and champion of GenAI capabilities
- Proactive, self-starter, able to manage and deliver multiple projects and succeed in a time-sensitive, fast-paced environment with minimal direction
- Ability to logically structure analytical problems and use critical reasoning skills to evaluate financial forecasts
- Excellent oral and written communication skills and interpersonal skills
- Comfortable partnering with senior leaders to drive business outcomes
- Financial planning and scenario modeling experience is important
What you'll do:
- Lead FP&A for CTET, AI.x, and OCTO, including monthly close, forecasting, annual planning, and variance analysis.
- Partner with technology leaders to translate business priorities into budgets and forecasts.
- Build financial models to support scenario planning, business cases, and investment decisions.
- Deliver clear monthly reporting and leadership commentary, including key risks and opportunities.
- Partner with Accounting on accruals and internally developed software capitalization.
- Identify opportunities to improve cost efficiency and simplify planning and reporting processes, including through GenAI.
- Perform ad hoc analysis on business and technology trends and their expense impact.
In addition to the salary range, this position 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.