Charles Schwab

Manager - Finance

Charles Schwab$90K — $120K *
Finance & Insurance
5 - 7 years of experience
Job Overview by Ladders

Qualifications

  • Bachelor’s degree (BA/BS) required.
  • 5+ years of experience in financial/management reporting, financial analysis, or accounting.
  • Brokerage and/or financial services experience preferred.
  • Strong understanding of corporate finance and financial reporting/planning principles.
  • Experience with PlanIt/TM1 and PeopleSoft or similar reporting systems.
  • Proficiency in Microsoft Office Suite and Adobe Acrobat.
  • Excellent attention to detail and strong verbal/written communication skills.

Responsibilities

  • Plan, organize, and deliver financial and client metrics reports and presentations.
  • Ensure accuracy, integrity, and quality of reported metrics while meeting deadlines.
  • Identify, investigate, and resolve reporting and metric issues, documenting findings and recommendations.
  • Design, build, and maintain automated reporting models to support business changes.
  • Respond to stakeholder inquiries with clear explanations of reporting results.
  • Support ad hoc initiatives like benchmarking and executive presentations.

Benefits

  • Collaborative work environment with key stakeholders.
  • Opportunities to enhance business intelligence capabilities.
  • Engagement in high-level financial decision-making.
  • Cross-functional partnership with technology groups.
Full Job Description
Your Opportunity

Manager, Management Reporting

The Management Reporting team develops, governs, and delivers internal and external financial and client-metric reporting that enables data-driven decision-making for executive leadership, senior management, and the Board of Directors. External reporting includes monthly activity, growth in client assets and accounts, and asset management and administration fee metrics. In addition, the team partners closely with technology teams and other stakeholders to enhance data quality, strengthen controls, and advance business intelligence capabilities and self-service analytics.

The Manager will partner with key stakeholders to understand and analyze business performance and changes and will collaborate with technology groups to redesign and improve reporting processes, controls, and deliverables.

 

What you’ll do:

  • Plan, organize, and deliver internal and external financial and client metrics reports and presentations.
  • Ensure the accuracy, integrity, and overall quality of reported metrics while consistently meeting deadlines.
  • Identify, investigate, and resolve reporting and metric issues; document findings and recommended policies/procedures for review and approval.
  • Design, build, and maintain automated reporting models to support business and operational changes.
  • Respond to stakeholder questions by providing clear explanations of reporting results, definitions, and drivers.
  • Support ad hoc initiatives such as benchmarking, research, and executive-ready presentations.
What you have
  • Bachelor’s degree required (BA/BS).
  • 5+ years of experience in financial/management reporting, financial analysis, and/or accounting (audit experience a plus).
  • Experience in brokerage and/or financial services is strongly preferred.
  • Strong understanding of corporate finance, accounting, and financial reporting/planning principles.
  • Experience with PlanIt/TM1 and PeopleSoft (or similar enterprise reporting systems/applications).
  • Proficiency with Microsoft Word, Excel, PowerPoint, Adobe Acrobat or similar tools.
  • Excellent attention to detail and strong written and verbal communication skills.
  • Strong analytical, organizational, and project management skills.
  • Able to work independently and collaboratively in a fast-paced, time-sensitive environment.

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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