Charles Schwab

Finance Manager, Technology

Charles Schwab$120K — $150K *
Finance & Insurance
5 - 7 years of experience
Job Overview by Ladders

Qualifications

  • Bachelor's degree in Finance, Economics, Accounting, or related field
  • 5 years of experience in Finance
  • Deep understanding of internally developed software capitalization accounting
  • Experience modernizing cross-functional financial processes
  • Proactive self-starter with project management skills
  • Strong analytical problem-solving and critical reasoning abilities
  • Excellent communication and interpersonal skills

Responsibilities

  • Lead Internally Developed Software capitalization processes
  • Build and maintain financial models for investment decision making
  • Oversee FP&A processes for complex investment portfolios
  • Enhance reporting solutions and promote Technology Business Management framework adoption
  • Collaborate to improve cost transparency of technology investments
  • Drive forecasting improvements using GenAI capabilities
  • Maintain a robust risk management environment
  • Conduct ad hoc analysis on business and technology trends

Benefits

  • Opportunity to work with multi-billion dollar technology investment portfolios
  • Engagement with cross-functional teams for comprehensive financial oversight
  • Involvement in driving operational excellence and strategic decision-making
  • Access to innovative financial solutions leveraging GenAI
  • Career growth opportunities in a fast-paced, technology-driven environment
Full Job Description
Your Opportunity

This position provides the right candidate with a unique opportunity to join the Schwab Technology Services Finance team. The teamserves as a strategic business partner, providing financial insights, planning, and analysis to support decision-making and drive operational excellence. This role will lead performance analysis for key technology functions, ensuring alignment with corporate financial goals.

This role will lead Finance support for multi-billion technology investment portfolios, Internally Developed Software Capitalization processes and play a key role in the Technology Business Management Office (TBMO). This role provides direct financial oversight and decision support to these cross-functional processes.

What You Will Do

  • Lead Internally Developed Software capitalization processes, partnering with portfolio leaders and controllers
  • Build and maintain financial models to inform and influence decision making within investment portfolios
  • Lead FP&A processes (monthly close, variance analysis, risk and opportunities, reporting, forecasting and annual planning) for significant and complex investment portfolios
  • Enhance reporting solutions and champion adoption of Technology Business Management framework and Total Cost of Ownership data across STS FP&A team
  • Partner with subject matter experts across the organization to improve cost transparency and total cost of ownership views of Schwab27s technology investments
  • Work cross-functionally to drive sustainable and efficient forecasting improvement efforts, including enhancements to financial systems leveraging GenAI capabilities
  • Maintain sound risk management and control environment for work product
  • Perform ad hoc analysis related to understanding business and technology trends and their expense impact
What you have
  • Bachelor27s degree in Finance, Economics, Accounting, or related field
  • 5 years of experience in Finance
  • Deep understanding of internally developed software capitalization accounting and governance
  • Systems thinker with proven experience modernizing cross-functional financial processes and champion of GenAI capabilities
  • Proactive, self-starter, able to manage and deliver multiple projects and succeed in a time-sensitive, fast-paced environment with minimal direction
  • Ability to logically structure analytical problems and use critical reasoning skills to evaluate financial forecasts
  • Excellent oral and written communication skills and interpersonal skills
  • Comfortable partnering with senior leaders to drive business outcomes
  • Financial planning and scenario modeling experience is important

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
Net Income
$3.2 billion
Founded
1973
5 Year Trend
+20%
Revenue
$12.1 billion
NASDAQ

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