Charles Schwab

Sr Manager, Finance (PL)

Charles Schwab • $110K — $130K *
Richfield, OH 44286In-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 a related field.
  • 7+ years of experience in FP&A, corporate finance, or strategic finance roles.
  • Advanced analytical and financial modeling skills.
  • Proven relationship-building and communication skills across management levels.
  • Strong proficiency in Excel and PowerPoint; capable of handling large datasets.
  • Demonstrated ability to manage multiple projects concurrently and independently.
  • Proven ability to engage and inspire team members and colleagues.

Responsibilities

  • Lead annual planning, quarterly forecasting, and monthly reporting for SAM enterprise.
  • Analyze business performance and identify trends, risks, and opportunities for insights.
  • Manage two direct reports, establishing objectives and development plans.
  • Develop and review financial models and long-range forecasts for strategy support.
  • Collaborate with partners to streamline processes and enhance communication.
  • Prepare executive-level presentations detailing financial results and forecasts.
  • Foster engagement and model leadership behavior within the finance team.

Benefits

  • Eligible for bonus or incentive opportunities.
Full Job Description

We believe in the importance of in-office collaboration and fully intend for the selected candidate for this role to work on site in the specified location.

 

The SAM Finance team provides financial analysis and strategic decision support for Schwab’s Asset Management enterprise, which manages more than $1.8T of client assets and over $3B in revenue. The Senior Manager, SAM Finance will lead key forecasting, planning, reporting, and business case activities while managing and developing a team of two finance professionals. Success in this role requires strong analytical capabilities, exceptional business partnership skills, a continuous improvement mindset, and a passion for coaching and developing talent.

 

While this role will involve some reporting and process building/improvement, its heavily weighted towards creating insights for the business, informing the Central Planning process, and developing people. The right candidate for this role brings not only a wealth of expertise in Finance, but will also bring a curiosity and capacity to learn about the Asset Management business, which is an exciting and fast-growing area of the company.  

 

 

What You’ll Do

  • Lead annual planning, quarterly forecasting, and monthly reporting processes for SAM enterprise, including both expense and product revenue components
  • Analyze business performance, identify key trends, risks, and opportunities, and provide insights and decision support.
  • Manage two direct reports, establishing clear objectives and development plans, and providing coaching on performance to accelerate their professional growth. Review work to ensure quality and accuracy while driving increased ownership and independence
  • Develop and review financial models, scenario analyses, and long-range forecasts to support strategic decision-making.
  • Collaborate independently with partners in SAM and across various Finance groups to simplify and improve processes and reduce risk, while breaking down any barriers to communication and/or execution
  • Prepare executive-level presentations with clear and focused messaging articulating financial results, forecasts, risks, and opportunities. Present directly to Sr. Leadership
  • Drive engagement forward both within SAM Finance team and across Enterprise Finance/Corp Planning through daily modeling of strong leadership behavior
What you have

To ensure that we have fulfilled our promise of "challenging the status quo," this role has specific qualifications that successful candidates should have.

 

Required Qualifications

  • Bachelor’s degree in Finance, Economics, Accounting, or a related field.
  • 7+ years of progressive experience in FP&A, corporate finance, strategic finance, or related financial analysis roles
  • Advanced analytical and financial modeling skills.
  • Proven ability to build strong relationships across management levels and communicate complex financial concepts to senior audiences.
  • Strong Excel and PowerPoint skills; experience working with large datasets and multiple data sources.
  • Experience effectively managing several workstreams/projects concurrently and independently
  • Ability to drive strong engagement among team members and colleagues is essential 

Preferred Qualifications

  • 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

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