Charles Schwab

Manager, Finance

Charles Schwab$100K — $130K *
Finance & Insurance
5 - 7 years of experience
Job Overview by Ladders

Qualifications

  • Bachelor’s degree in Finance, Accounting, Economics, or a related field
  • 5+ years of experience in financial planning, business analysis, or similar finance roles
  • Strong influencing skills working with senior leaders by providing analysis and insights
  • Exceptional analytical thinking and problem-solving abilities
  • Capacity to manage multiple priorities with accuracy and timeliness
  • Proficient in Microsoft Excel and PowerPoint for financial tasks
  • Excellent verbal and written communication skills to diverse audiences

Responsibilities

  • Translate complex financial data into actionable insights for Finance partners and leaders
  • Support revenue and expense forecasting, multi-year planning, and product performance analysis
  • Develop P&L insights and business cases related to growth opportunities
  • Enhance reporting and forecasting processes to provide better business visibility
  • Collaborate with teams to understand the financial implications of strategic decisions

Benefits

  • Opportunity to work within a collaborative finance environment
  • Support for career growth and development
  • Involvement in strategic decision-making for investment products
  • Eligibility for bonus or incentive opportunities
Full Job Description
Your Opportunity

The Schwab Investment Platforms, Solutions, and Strategy Finance team partners across the organization to support thoughtful decision-making for a business that manages and supports more than $6 trillion in client assets, approximately $3 billion in revenue, 600 staff, and roughly $300 million in operating expenses. As a Manager, Finance, you will help shape the financial insights that guide strategy for Schwab’s investment products, platforms, and services by supporting consolidation, forecasting, reporting, and analysis for the overall organization.

 

In this role, you will translate complex financial data into clear, decision-ready insights for Finance partners and senior leaders. Your work will support revenue and expense forecasting, multi-year planning, product performance analysis, P&L insights, and business case development tied to growth and investment opportunities. Success will require strong analytical judgment, attention to detail, and the ability to problem-solve through ambiguity while helping teams understand the financial impact of strategic options.

You will be part of a collaborative Finance environment where partnership, adaptability, and clear communication matter. Through your work, you will help improve reporting and forecasting processes, strengthen visibility into business drivers, and contribute to decisions that support Schwab’s long-term growth and client outcomes.

 

What you have

We’re looking for someone who brings curiosity, sound judgment, and the ability to influence through strong partnership and financial insight.

 

Required qualifications

  • Bachelor’s degree in Finance, Accounting, Economics, or a related field
  • 5+ years of experience in financial planning, business analysis, or closely related finance work
  • Experience partnering with senior leaders and influencing decisions through analysis, insights, and clear recommendations
  • Strong analytical thinking and problem-solving skills, with the ability to structure complex questions and translate data into actionable business insights
  • Ability to manage multiple priorities in a dynamic environment while maintaining accuracy, timeliness, and attention to detail
  • Advanced Microsoft Excel and Microsoft PowerPoint skills to support financial analysis, reporting, modeling, and executive-level communication
  • Strong verbal and written communication skills across a wide variety of audiences
  • Demonstrated ability to identify data anomalies, resolve issues, and improve reporting or analysis processes

Preferred qualifications

  • MBA or equivalent advanced degree
  • Experience in financial services, asset management, or investment products
  • Background in FP&A, embedded finance, or business-unit finance support
  • Experience developing financial models, business cases, or multi-year forecasts
  • Ability to present complex financial information to senior audiences in a clear, concise, and compelling way
  • Strong collaboration skills with the ability to build trusted partnerships across Finance, business leadership, and cross-functional teams

In addition to the salary range, this role is 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
Net Income
$3.2 billion
Founded
1973
5 Year Trend
+20%
Revenue
$12.1 billion
NASDAQ

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