Charles Schwab

Sr. Specialist, Finance

Charles Schwab • $80K — $110K *
Southlake, TX 76092In-Person
Finance & Insurance
Less than 5 years of experience
Today
Be an Early Applicant
Job Overview by Ladders

Qualifications

  • Bachelor’s degree in Finance, Accounting, Economics, or related field
  • 2+ years of experience in financial planning, business analysis, or financial reporting
  • Proficient in forecasting, expense management, and performance analysis
  • Skilled in data analysis to identify trends and inform decision-making
  • Experience in building financial models for evaluating business outcomes
  • Excellent communication skills for simplifying complex financial data
  • Proven ability to influence decisions through analysis and stakeholder management

Responsibilities

  • Lead expense management, forecasting, and reporting processes
  • Collaborate with business leaders to evaluate financial performance
  • Translate complex data into actionable insights for senior leaders
  • Develop financial models to assess growth and investment opportunities
  • Support monthly, quarterly, and annual financial deliverables
  • Identify and implement improvements in reporting and analysis processes
  • Build strong partnerships with senior stakeholders across the organization

Benefits

  • Bonus and incentive opportunities
  • Supportive work environment that encourages problem-solving and innovation
  • Exposure to senior leadership and high-impact business decisions
  • Opportunity to enhance financial processes and drive efficiency
  • Engagement with a diverse team focused on investment strategy and corporate development
Full Job Description
Your Opportunity

The Schwab Investment Products Solutions and Services (SIPSS) FP&A team is a Finance partner supporting a business that manages more than $6 trillion in client assets, approximately $3B in revenue, 600 staff, and roughly $300M in operating expenses. This role will support the Schwab Investment Platforms, Solutions, and Strategy organization, with a focus on forecasting, reporting, financial analysis, and decision support for the Strategy & Innovation and Corporate Development teams.

 

As a Sr. Specialist, Finance, you will help leaders understand business performance, evaluate financial impacts, and make informed decisions tied to firm priorities and strategic initiatives. You will lead expense management, forecasting, reporting, and ad hoc analysis while partnering closely with business leaders, senior stakeholders, and Finance partners across the organization. Your ability to translate complex data into clear insights will be critical as you build financial models, assess growth and investment opportunities, and support monthly, quarterly, and annual deliverables with accuracy and discipline.

 

This is a strong opportunity for someone who enjoys solving complex business questions, bringing structure to ambiguity, and improving how work gets done. You will be expected to identify opportunities to strengthen data collection, reporting, and analysis processes while building a deep understanding of the Strategy & Innovation and Corporate Development teams. Success in this role requires sound judgment, strong collaboration, adaptability, and the ability to communicate financial insights in a way that helps leaders take action.

 

What you have

Required Qualifications
  • Bachelor’s degree in Finance, Accounting, Economics, or a related field
  • 2+ years of experience in financial planning, business analysis, financial reporting, or closely related work
  • Experience supporting forecasting, expense management, reporting, and business performance analysis
  • Ability to use data analysis and financial reporting to identify trends, explain business drivers, and support decision-making
  • Experience building financial models or scenario-based analyses to evaluate business outcomes, growth opportunities, or investment decisions
  • Strong communication skills with the ability to translate complex financial information into clear, concise insights for a variety of audiences
  • Ability to partner with senior leaders and influence decisions through thoughtful analysis, sound judgment, and stakeholder management
  • Strong problem-solving skills, including the ability to structure complex questions, analyze options, and recommend practical solutions
  • High attention to detail and accuracy, with the ability to identify data anomalies, resolve issues, and deliver work on time
  • Advanced Microsoft Excel and Microsoft PowerPoint skills to support analysis, reporting, and executive-level communication
  • Proactive, self-directed work style with the ability to manage multiple priorities in a time-sensitive environment
Preferred Qualifications
  • MBA or equivalent advanced degree
  • Experience in financial services or asset management
  • Background in FP&A or embedded finance roles supporting business teams
  • Experience supporting strategy, innovation, corporate development, or investment-related business functions
  • Comfort presenting to senior audiences with clear, concise, and compelling messages
  • Experience improving reporting, data collection, or analysis processes to increase efficiency, accuracy, and business impact

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
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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