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.
The Manager, Corporate Functions role is a vital member of the Finance organization that provides direct financial oversight and decision support for business partners leading Corporate Functions enterprises. This role combines financial planning with ad-hoc analytics in support of various business initiatives. This role provides opportunities to work directly with senior business leaders and finance department leadership in identifying trends, analyzing financial inputs and creating forecasts. This position has a strong business partnering and analytics focus and will require a self-motivated, action-oriented individual who can prioritize, organize, communicate and collaborate to build relationships across departmental lines. This is an individual contributor role.
What you have
To ensure that we have fulfilled our promise of "challenging the status quo," this role has specific qualifications that successful candidates should have.
Required Qualifications:
- Bachelor’s degree (preferably in Accounting, Finance, Economics, or related field)
- 5+ years of progressive experience in FP&A-related roles, ideally including prior exposure to expense management in the support of Corporate Functions-related enterprises
- Excellent interpersonal and communication abilities and strong executive presence
- Strong proficiency in financial analysis, forecasting, and modeling, with robust knowledge of tools like Excel, IBM Planning Analytics, and Workday
- Great analytical and problem-solving skills, with the ability to navigate both the tactical and strategic context of business strategies and targeted outcomes
- Comfortable working in a fast-paced environment with shifting priorities and tight deadlines
- High integrity, with a results-oriented ownership mindset towards execution
Preferred Qualifications:
- Prior financial services industry experience
What you’ll do:
- Act as the primary finance liaison to the leadership of Corporate Functions enterprises, providing strategic financial guidance to support operational decision-making
- Develop and maintain financial plans, partnering closely with functional leaders to create detailed forecasts aligned to strategic goals
- Facilitate financial close activities to analyze and explain monthly, quarterly, and annual variances to budget, forecast, and prior years
- Be a key partner in the development and implementation of firm-wide strategic initiatives for supported enterprises
- Establish and communicate a finance "point of view" based on objective, fact- based analysis that is valued by business leaders
- Work in cross-functional teams to innovate and drive process efficiencies across the business and finance
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 have fulfilled our promise of "challenging the status quo," this role has specific qualifications that successful candidates should have.
Required Qualifications:
- Bachelor’s degree (preferably in Accounting, Finance, Economics, or related field)
- 5+ years of progressive experience in FP&A-related roles, ideally including prior exposure to expense management in the support of Corporate Functions-related enterprises
- Excellent interpersonal and communication abilities and strong executive presence
- Strong proficiency in financial analysis, forecasting, and modeling, with robust knowledge of tools like Excel, IBM Planning Analytics, and Workday
- Great analytical and problem-solving skills, with the ability to navigate both the tactical and strategic context of business strategies and targeted outcomes
- Comfortable working in a fast-paced environment with shifting priorities and tight deadlines
- High integrity, with a results-oriented ownership mindset towards execution
Preferred Qualifications:
- Prior financial services industry experience
What you’ll do:
- Act as the primary finance liaison to the leadership of Corporate Functions enterprises, providing strategic financial guidance to support operational decision-making
- Develop and maintain financial plans, partnering closely with functional leaders to create detailed forecasts aligned to strategic goals
- Facilitate financial close activities to analyze and explain monthly, quarterly, and annual variances to budget, forecast, and prior years
- Be a key partner in the development and implementation of firm-wide strategic initiatives for supported enterprises
- Establish and communicate a finance "point of view" based on objective, fact- based analysis that is valued by business leaders
- Work in cross-functional teams to innovate and drive process efficiencies across the business and finance
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.