Senior Finance Manager
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.
This position offers an experienced Finance professional the opportunity to join the Corporate Functions Finance team and lead support for two highly dynamic and visible organizations: Human Resources and Corporate Real Estate. The Senior Team Manager, FP&A serves as a strategic business partner, delivering financial planning, analysis, and insights to inform decision-making and enhance operational performance. This role will lead key processes including budgeting, forecasting, and performance management, ensuring alignment with corporate financial goals.
Some of the responsibilities and functions of this role are:
- Business Partnering & Strategic Support
- Collaborate with business leaders to understand business drivers and translate them into financial plans.
- Provide actionable insights to improve cost efficiency, productivity, and profitability.
- Support strategic initiatives such as supply scale and efficiency projects, capacity planning, and process improvements.
- Financial Planning & Analysis
- Lead the annual budgeting and quarterly forecasting processes for Human Resources & Real Estate Enterprise
- Develop and maintain financial models to support scenario planning and investment decisions
- Analyze variances between actuals and forecasts, identifying root causes and recommending corrective actions
- Financial Reporting & Performance Management
- Deliver monthly and quarterly performance reports with commentary for senior leadership
- Track key performance indicators (KPIs) and operational metrics to monitor business health
- Ensure timely and accurate reporting in alignment with corporate standards
- Cross-Functional Collaboration
- Partner with Accounting, Procurement, Corporate FP&A, HR& Real Estate to ensure financial alignment across functions.
- Support capital expenditure planning and ROI analysis for strategic investments.
- Leadership & Team Development
- Manage and mentor a team of Analysts, fostering a culture of continuous improvement and analytical rigor
- Drive automation and process enhancements within FP&A.
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:
- Bachelor’s degree in Finance, Accounting, Economics, or a related discipline
- 10+ years of progressive experience in Finance, including leadership of complex deliverables and stakeholder groups
- Demonstrated expertise in budgeting, forecasting, and strategic financial planning
- Strong communication and presentation skills, with the ability to influence senior leaders and translate financial insights into actionable strategies
- Experience with enterprise planning and reporting systems (e.g., TM1/PlanIt, PeopleSoft, or similar) and data visualization tools
- Advanced Excel and strong PowerPoint skills, with the ability to synthesize complex data into executive-ready materials
- Excellent attention to detail and strong written and verbal communication skills, including comfort presenting to and influencing senior leaders.
- Strong organizational and project management skills, including the ability to effectively prioritize across multiple stakeholders and tight deadlines
- Proven analytical and problem-solving skills, with the ability to structure complex issues and evaluate financial implications
Preferred:
- MBA or equivalent graduate degree
- People leadership experience with a proven ability to build and develop high-performing teams
- Prior experience supporting Human Resources and /or Corporate Real Estate
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’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:
- Bachelor’s degree in Finance, Accounting, Economics, or a related discipline
- 10+ years of progressive experience in Finance, including leadership of complex deliverables and stakeholder groups
- Demonstrated expertise in budgeting, forecasting, and strategic financial planning
- Strong communication and presentation skills, with the ability to influence senior leaders and translate financial insights into actionable strategies
- Experience with enterprise planning and reporting systems (e.g., TM1/PlanIt, PeopleSoft, or similar) and data visualization tools
- Advanced Excel and strong PowerPoint skills, with the ability to synthesize complex data into executive-ready materials
- Excellent attention to detail and strong written and verbal communication skills, including comfort presenting to and influencing senior leaders.
- Strong organizational and project management skills, including the ability to effectively prioritize across multiple stakeholders and tight deadlines
- Proven analytical and problem-solving skills, with the ability to structure complex issues and evaluate financial implications
Preferred:
- MBA or equivalent graduate degree
- People leadership experience with a proven ability to build and develop high-performing teams
- Prior experience supporting Human Resources and /or Corporate Real Estate
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
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.