Senior Specialist, Finance, Revenue Planning Team
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 Corporate FP&A group provides forecasting and decision support for stakeholders across the organization, including the CFO, Board of Directors, Investor Relations, and others. Within Corporate FP&A, the Revenue Forecasting team is responsible for forecasting revenues across the entire company. Since Schwab’s revenue model is highly complex and dependent on several dynamic macroeconomic factors, the Revenue Forecasting team plays a crucial role in helping senior leadership understand our future financial picture in order to make key decisions.
This position plays a significant role in developing and providing senior management with a consolidated net income forecast on a regular basis, performing detailed analysis of revenue components, handling forecasting models, and performing ad hoc analysis. This will be a great opportunity to gain business knowledge and exposure within Schwab with strong potential for future career growth.
What you have
Bachelor’s degree in Finance, Economics, Accounting or related field
2+ years of related finance experience
Understanding of how financial services firms generate revenue, and how to analyze financial statements
Strong proficiency in Microsoft Excel and PowerPoint
Knowledge of finance and accounting principles and concepts
Strong communication and relationship building skills
Sound business judgement and ability to deal with ambiguity
Proactive, self-starter and standout colleague who can work well in a fast-paced, time-sensitive environment
Shown superior analytical skills and strong attention to detail
Ability to work as a team to deliver results
Knowledge of IBM TM1 or Planning Analytics or similar database/OLAP tool is a plus
What you'll do:
Collaborate with business partners and team members to forecast rates, assets, balances, revenue and net income
Understand Schwab’s business model and the different ways we earn revenue
Perform detailed data analysis to help support senior leadership
Identify key themes and trends in financial data and assess inputs to a financial model
Continuously improve processes and drive automation to align with business objectives and create efficiencies for the team
Initiate and deliver ad hoc analyses of key revenue trends, drivers, and metrics to influence decisions
Enhance current modeling capabilities
Ensure revenue models are in alignment with Model Risk Oversight standards
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
2+ years of related finance experience
Understanding of how financial services firms generate revenue, and how to analyze financial statements
Strong proficiency in Microsoft Excel and PowerPoint
Knowledge of finance and accounting principles and concepts
Strong communication and relationship building skills
Sound business judgement and ability to deal with ambiguity
Proactive, self-starter and standout colleague who can work well in a fast-paced, time-sensitive environment
Shown superior analytical skills and strong attention to detail
Ability to work as a team to deliver results
Knowledge of IBM TM1 or Planning Analytics or similar database/OLAP tool is a plus
What you'll do:
Collaborate with business partners and team members to forecast rates, assets, balances, revenue and net income
Understand Schwab’s business model and the different ways we earn revenue
Perform detailed data analysis to help support senior leadership
Identify key themes and trends in financial data and assess inputs to a financial model
Continuously improve processes and drive automation to align with business objectives and create efficiencies for the team
Initiate and deliver ad hoc analyses of key revenue trends, drivers, and metrics to influence decisions
Enhance current modeling capabilities
Ensure revenue models are in alignment with Model Risk Oversight standards
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.