Charles Schwab

Finance Manager - Advisor Services

Charles Schwab • $95K — $115K *
Lone Tree, CO 80124In-Person
Finance & Insurance
Less than 5 years of experience
Today
Be an Early Applicant
Job Overview by Ladders

Qualifications

  • Bachelor’s degree in Finance, Accounting, Economics or related field
  • 3-5 years of Financial Planning & Analysis or similar experience
  • Proficient in financial analysis, forecasting, and modeling, with strong Excel and PowerPoint skills
  • Excellent written and verbal communication skills for synthesizing data and presenting recommendations
  • Strong analytical skills and attention to detail
  • Self-motivated and capable of managing multiple projects and deadlines
  • Experience in sourcing and consolidating data from various databases

Responsibilities

  • Build expertise in the Advisor Service business and act as a thought partner
  • Develop and maintain financial plans with functional leaders to create forecasts
  • Analyze and explain variances during financial close activities
  • Create client analytics and reporting for investment decisions
  • Assess financial impact of new initiatives and projects
  • Establish and communicate a finance perspective based on objective analysis
  • Foster strong partnerships to innovate and improve process efficiencies
  • Perform ad hoc analysis on business trends and performance

Benefits

  • Bonus or incentive opportunities potentially available
  • Opportunity to improve financial reporting and processes
  • Role offers meaningful ownership in projects
  • Collaborative environment with cross-functional teams
  • Possibility to communicate with and influence business leaders directly
Full Job Description
This Finance Manager opportunity is a vital member of the Finance organization that provides direct financial oversight and decision support for business partners within the Advisor Services enterprise. This role combines both financial planning and ad-hoc analytics in support of various business initiatives.  The position provides opportunities to work directly with business leaders and finance department leadership in identifying trends, analyzing financial inputs and creating forecasts.  This role has 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.

 

Success requires strong Analytical Thinking and Problem Solving to turn complex financial and operational data into a clear finance point of view. Through Cross-Functional Collaboration, Communication, and Stakeholder Management, you will build trusted partnerships across Advisor Services and Finance, challenge assumptions, and translate findings into practical recommendations for leadership. This individual contributor role offers meaningful ownership and the opportunity to improve financial reporting, increase process efficiency, and strengthen decision-making as business priorities evolve.

What you have

What you’ll do:

  • Build deep expertise of the Advisor Service business and become a valued thought partner with business partners and stakeholders in other areas of Schwab
  • 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
  • Createclient analytics and reporting that will inform important business investment and resource allocation decisions
  • Assessthe financial impact of new business initiatives, strategic and efficiency initiatives, and project investments
  • Establish and communicate a finance "point of view" based on objective, fact- based analysis that is valued by business leaders.
  • Build strong partnerships to innovate and drive process efficiencies across the business and finance
  • Performad hoc analysis related to understanding business trends, businessperformance, and segment performance

Required Qualifications:

  • Bachelor’s degree (preferably in Finance, Accounting, Economics or related field)
  • 3-5years of related Financial Planning & Analysis or similar experience
  • Strong proficiency in financial analysis, forecasting, and modeling, with robust knowledge of Excel and PowerPoint
  • Strong written and verbal communication skills, including ability to succinctly synthesize data, develop recommendations, create presentations and present to leadership
  • Superior analytical skills with a high level of attention to detail
  • Self-motivated, results-oriented self-starter with capability to effectively manage several work streams, deadlines and projects concurrently
  • Proficiency in sourcing data from multiple database applications and working efficiently to consolidate and summarize large data sets

Preferred Qualifications:

  • Prior financial services industry experience preferred

In addition to the salary range, this role is also eligible for bonus or incentive opportunities

About Charles Schwab

Charles Schwab is a financial services company that provides a full range of securities, brokerage, banking, money management, financial advisory, investor, and retirement plan services. It operates in four main divisions; investing, wealth management, banking, and trading. Charles Schwab provides a full-service brokerage platform that serves individual investors who invest on their own or through a workplace-sponsored retirement or equity plan, as well as banking through Schwab Bank. The firm was founded in 1973 and is headquartered in San Francisco, California.

Charles Schwab Careers

Join the vibrant team at Charles Schwab, a leader in global finance, where your career is propelled by innovation, leadership, and a commitment to diversity and professional growth. At Charles Schwab, we offer more than just job opportunities; we provide a platform for you to make a significant impact on the industry and our clients' lives.

Work You’ll Do

At Charles Schwab, we are dedicated to helping our clients manage their financial futures. Being part of our team means you'll work alongside some of the most skilled professionals in the financial services industry. Our culture thrives on teamwork, integrity, and relentless dedication to our clients. Whether you're looking for a position in financial consulting, technology, or administrative support, Charles Schwab offers a dynamic work environment where your skills will be honed and your achievements recognized.

Innovate and Lead

Embrace the opportunity to lead through innovation. Charles Schwab’s commitment to technology and innovation is fundamental to our service delivery. By joining our team, you will be at the forefront of developing new solutions that redefine the future of finance. Your leadership can guide significant projects that impact our company and the industry.

Grow Your Career

Charles Schwab believes in fostering the growth of its employees. Whether through professional development programs, diversity training, or leadership workshops, we ensure that our team members receive the support and training they need to advance their careers. With a variety of career paths available, your job at Schwab can evolve with your interests and expertise.

Internship and Employment Opportunities

Start your professional journey with Charles Schwab through our internship programs or full-time employment opportunities. We seek individuals who are passionate, curious, and ready to drive change. A career at Schwab is not just about having a job; it's about building a lasting relationship with a company that values your potential.

Benefits and Culture

Charles Schwab is renowned for its employee-friendly culture. We offer a comprehensive benefits package that supports the health, financial stability, and work-life balance of our team members. From competitive salaries and bonuses to health insurance and retirement plans, Schwab ensures that your career is as rewarding as it is enriching.

Networking and Professional Development

Expand your professional network and enhance your skills through our various networking events, mentorship programs, and training sessions. At Charles Schwab, we believe in leveraging collective expertise to foster learning and innovation. Engage with leaders, gain insights from experienced professionals, and build relationships that will aid your career trajectory.

Join Our Team

Explore the numerous career paths available at Charles Schwab and discover how your talents can be utilized to their fullest potential. Search open positions that match your skills and interests. We are continuously hiring across various disciplines and look forward to adding innovative, driven individuals to our team.

Stay Connected

Keep up to date with the latest from Charles Schwab Careers by subscribing to our job alert emails. Tailor your subscription to receive updates that align with your career preferences and be the first to know about new openings, company news, and professional tips.

Explore Charles Schwab Jobs

Ready to take the next step in your career? Visit our careers page to review current job openings, submit your resume, and prepare for your interview. At Charles Schwab, your future is waiting. [SEARCH CHARLES SCHWAB JOBS] Join Charles Schwab today and be part of a team that values diversity, innovation, and leadership—where your career can thrive in the exciting world of finance.
Learn more about Charles Schwab
Size
34,200 employees
Market Cap
$151.6 billion
Industry
Finance & Insurance
Net Income
$3.2 billion
Founded
1973
5 Year Trend
+20%
Revenue
$12.1 billion
NASDAQ
SCHW
* Ladders Estimates

Similar Jobs

Ad banner background

Get Ready For Your
Next Interview

More Jobs at Charles Schwab

More Finance & Insurance Jobs

Find similar Finance Manager - Advisor Services jobs:

NationwideLone Tree, CO