Charles Schwab

Manager Finance - Corporate FP&A Expense Management

Charles Schwab • $110K — $130K *
Lone Tree, CO 80124In-Person
Finance & Insurance
5 - 7 years of experience
Today
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Job Overview by Ladders

Qualifications

  • Bachelor's degree in Finance, Economics, Accounting, or related field.
  • 5+ years of experience in FP&A, corporate finance, or financial analysis.
  • Strong budgeting, forecasting, and financial modeling skills.
  • Solid grasp of corporate finance concepts and business performance drivers.
  • Excellent analytical and problem-solving abilities.
  • Ability to communicate complex financial concepts clearly to diverse audiences.
  • Proven collaborative skills and relationship-building expertise.
  • Advanced proficiency with Excel and PowerPoint; familiarity with IBM Planning Analytics is a bonus.

Responsibilities

  • Support enterprise-wide expense forecasting and management reporting.
  • Collaborate with Finance teams to deliver a comprehensive expense outlook.
  • Analyze expense performance to provide actionable insights for leadership.
  • Translate complex financial data into executive-ready presentations.
  • Manage performance routines, including variance analysis and KPI reporting.
  • Identify and challenge forecast assumptions for improved accuracy.
  • Support governance and compliance activities around forecasting processes.
  • Enhance planning and reporting systems through automation and best practices.

Benefits

  • Opportunities for professional growth and development.
  • Collaboration with a diverse team across various functions.
  • Involvement in high-impact decision-making processes.
  • Access to enterprise planning systems and modernization initiatives.
Full Job Description

Within Corporate FP&A, the Expense Forecasting team leads Schwab's enterprise expense forecasting, consolidation, reporting, and performance management processes across monthly forecasts, quarterly outlooks, annual planning, and long-range planning cycles. The team helps leadership understand the business drivers, investment priorities, risks, opportunities, and financial outcomes shaping the company's expense outlook. As a Manager, Corporate FP&A Expense Management, you will play a key role in developing and communicating Schwab's enterprise expense story.

 

This individual contributor role partners broadly across Enterprise Finance and business teams to deliver accurate forecasts, identify emerging risks and opportunities, support executive decision-making, and drive continuous improvement across processes, reporting, and forecasting capabilities.

What you have

What You'll Do

  • Support enterprise expense planning, forecasting, consolidation, and management reporting across monthly forecasts, quarterly outlooks, annual planning, and long-range planning cycles.
  • Partner with Enterprise Finance teams and business leaders to consolidate forecast results, risks, opportunities, key assumptions, and variance explanations into a comprehensive enterprise expense outlook.
  • Analyze expense performance, forecast variances, business drivers, and emerging trends to develop actionable insights and recommendations for Finance leadership.
  • Develop and communicate the enterprise expense story by translating complex financial information into clear, concise, and executive-ready messaging. Support presentations for forecast reviews, close meetings, planning cycles, and senior leadership discussions.
  • Support performance management routines, including variance analysis, KPI reporting, scenario analysis, and risk and opportunity assessments that improve decision-making and accountability.
  • Challenge forecast assumptions, identify disconnects, evaluate risks, and work collaboratively with Finance partners to improve forecast accuracy, transparency, and consistency.
  • Coordinate and support Finance governance, controls, and compliance activities associated with enterprise forecasting and reporting processes.
  • Partner with stakeholders to improve forecasting methodologies, reporting capabilities, planning systems, and operational processes through standardization, automation, and continuous improvement initiatives.
  • Support administration, enhancement, and ongoing use of enterprise planning and forecasting systems, including TM1/Planning Analytics and related reporting tools.
  • Perform ad hoc financial analysis and scenario modeling to evaluate financial implications of business decisions, emerging trends, and strategic initiatives.
  • Build trusted partnerships across Finance and the business while effectively managing competing priorities in a fast-paced and highly visible environment.

 

What You Have

  • Bachelor's degree in Finance, Economics, Accounting, or a related field.
  • 5+ years of progressive experience in FP&A, corporate finance, accounting, financial analysis, or a related discipline.
  • Strong experience with budgeting, forecasting, financial modeling, variance analysis, management reporting, and performance management.
  • Solid understanding of financial statements, corporate finance concepts, expense management, and business performance drivers.
  • Strong analytical, problem-solving, and critical thinking skills with the ability to structure complex problems and develop practical solutions.
  • Demonstrated ability to synthesize large amounts of information and communicate complex financial concepts to a variety of audiences.
  • Proven ability to influence outcomes through collaboration, relationship building, and constructive challenge.
  • Strong business judgment, intellectual curiosity, and comfort operating in ambiguous situations.
  • Advanced proficiency in Excel and PowerPoint required. Experience with IBM Planning Analytics (TM1), enterprise planning systems, financial reporting platforms, or data visualization tools preferred.
  • Financial services industry experience preferred.

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

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