Senior Team Manager, Finance
Your Opportunity
Your opportunity
This position offers an experienced Finance professional the opportunity to support Schwab Technology Services (STS).
We are looking for a dynamic Senior Manager of Finance to lead a team that supports key functions of STS. The team serves as a strategic business partner, providing financial insights, planning, and analysis to support decision-making and drive operational excellence. This role will lead budgeting, forecasting, and performance analysis for key technology functions, ensuring alignment with corporate financial goals.
Some of the responsibilities and functions of this role are:
- Business Partnering & Strategic Support
- Collaborate with Technology 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 scale and efficiency projects, capacity planning, and process improvements
- Financial Planning & Analysis
- Lead the annual budgeting and quarterly forecasting processes for key Technology functions
- 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
- 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, and HR to ensure financial alignment across functions
- Maintain robust capitalization processes for internally developed software
- Leadership & Team Development
- Manage and mentor a team of Analysts, fostering a culture of continuous improvement and analytical rigor
- Champion adoption of Technology Business Management framework and Total Cost of Ownership data across STS FP&A team
What you have
Required:
- Bachelor’s degree in Finance, Accounting, Economics or related field
- 10+ years of progressive experience in financial planning & analysis or related finance role
- 3+ years in a direct leadership role
- Experience utilizing Technology Business Management framework and Total Cost of Ownership to improve financial transparency and insights for technology leaders
- Strong track record of driving budgeting, forecasting, and strategic planning processes supporting technology organizations
- Demonstrated ability to lead and develop high-performing FP&A teams
- Excellent communication and presentation skills, with the ability to influence senior stakeholders and translate financial insights into strategic actions
- Strong business acumen and ability to partner cross-functionally with finance and technology leaders
- Experience supporting enterprise-wide transformation projects
Preferred:
- MBA, CPA or similar
- Financial Services Industry experience
- Experience supporting global technology teams
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
Required:
- Bachelor’s degree in Finance, Accounting, Economics or related field
- 10+ years of progressive experience in financial planning & analysis or related finance role
- 3+ years in a direct leadership role
- Experience utilizing Technology Business Management framework and Total Cost of Ownership to improve financial transparency and insights for technology leaders
- Strong track record of driving budgeting, forecasting, and strategic planning processes supporting technology organizations
- Demonstrated ability to lead and develop high-performing FP&A teams
- Excellent communication and presentation skills, with the ability to influence senior stakeholders and translate financial insights into strategic actions
- Strong business acumen and ability to partner cross-functionally with finance and technology leaders
- Experience supporting enterprise-wide transformation projects
Preferred:
- MBA, CPA or similar
- Financial Services Industry experience
- Experience supporting global technology teams
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.