Manager, Operations Finance
Your Opportunity
Your opportunity
The Operational Services Finance team provides financial analysis and strategic decision support for Schwab’s Operational Services enterprise. The team helps business partners drive operational leverage and scale by delivering rigorous analysis, enterprise-level insights, and clear performance reporting.
This Manager role is a close strategic business advisor and partner to Retirement Operations, Core Infrastructure Platform & Specialty Operations (CIPS), and Operations Admin. The role also assists with consolidation for Operational Services Finance. The role provides financial oversight and decision support through close business partnership, risk identification, strategic solution evaluation and financial planning and reporting.
What you’ll do:
Develop and maintain financial plans, partnering closely with business partners 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
Engage with business leaders across multiple management levels and geographic locations
Assist with Operational Services Finance consolidation for monthly close, as well as quarterly forecasts and annual planning. Coordinate across the team to maintain clear lines of communication and accurate reporting of financial results.
Drive continuous improvement in financial processes and reporting, increasing transparency, and consistency
Establish and communicate a finance "point of view" based on objective, fact- based analysis that is valued by business leaders
Perform ad-hoc analyses related to understanding business trends, and financial performance
Ensure rigor, drive efficiency, and promote process excellence and continuous improvement with core financial processes
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, Business, or related field)
4-6 years of progressive experience in FP&A-related roles
Excellent written and verbal communication skills. Proven ability to build strong relationships across management levels and communicate complex financial concepts to senior audiences.
Strong PC skills, including proficiency in Excel, PowerPoint, and financial modeling
Strong proficiency in financial analysis, forecasting, and modeling. Experience with ERP software or similar tools such as IBM Planning Analytics.
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
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, Business, or related field)
4-6 years of progressive experience in FP&A-related roles
Excellent written and verbal communication skills. Proven ability to build strong relationships across management levels and communicate complex financial concepts to senior audiences.
Strong PC skills, including proficiency in Excel, PowerPoint, and financial modeling
Strong proficiency in financial analysis, forecasting, and modeling. Experience with ERP software or similar tools such as IBM Planning Analytics.
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
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.