Charles Schwab

Sr. Specialist Finance - Trading Services

Charles Schwab$80K — $95K *
Omaha, NE 68104In-Person
Finance & Insurance
Less than 5 years of experience
Job Overview by Ladders

Qualifications

  • 3+ years of experience in financial planning & analysis (FP&A) including variance analysis, reporting, and budgeting & forecasting
  • Undergraduate degree in finance, economics, or a related field
  • Solid understanding of finance concepts and GAAP accounting
  • Strong attention to detail
  • High proficiency in Microsoft Excel and PowerPoint
  • Experience using IBM Planning Analytics, PeopleSoft Financials applications and PowerBI
  • Demonstrated analytical aptitude with large data sets

Responsibilities

  • Support monthly financial reporting and variance analysis across business lines
  • Communicate financial insights to senior stakeholders for strategic decision-making
  • Build strong partnerships to understand business priorities and drive results
  • Identify key client metrics impacting the company's trading revenue
  • Develop client-level revenue metrics to analyze revenue growth trends
  • Evaluate growth opportunities and construct financial models to support initiatives
  • Improve forecasting processes to enhance analysis and support business performance

Benefits

  • Comprehensive Compensation and Benefits package
  • 401k Match and Employee Stock Purchase Plan
  • Sabbatical and Paid Parental Leave
  • Tuition Reimbursement Programs and paid time off for volunteering
  • Health and Lifestyle Wellness Rewards and Onsite Fitness Classes
  • Commitment to diversity through Employee Resource Groups
  • Opportunity to advance your career and do impactful work
Full Job Description
Your Opportunity

The Retail Trading Services Finance team provides financial analysis and decision support for Schwab’s Retail Investor Services organization. Trading Services delivers an industry-leading trading experience through innovative platforms, tools, products, education, financial content, and specialized service and risk support across desktop, web, and mobile channels.

 

As a Senior Finance Specialist, you will help business partners understand performance, evaluate opportunities, and make informed decisions that drive profitable growth, operational leverage, and greater efficiency. You will support monthly financial reporting, variance analysis, risk and opportunity assessment, quarterly forecasting, and annual planning across business lines, including the Futures and Forex legal entity.

 

You will turn complex financial results and large data sets into clear insights for senior stakeholders, build financial models to evaluate growth and scale opportunities, and develop client-level revenue metrics that reveal the drivers of trading revenue and business performance. Working closely with finance and business partners, you will strengthen forecasting processes, identify opportunities for continuous improvement, and provide timely analysis for strategic initiatives and emerging business questions. Success in this role requires analytical thinking, sound decision making, attention to detail, adaptability, and the ability to communicate financial insights in a practical and influential way.

What you have

What you’re good at:

  • Supporting monthly financial reporting, variance analysis, risk and opportunity quantification, quarterly forecasts, and annual plans across business lines, including the Futures and Forex legal entity
  • Synthesizing financial results and communicating relevant insights to senior stakeholders that will support strategic decision-making
  • Building strong business partnerships across levels to understand priorities, share financial context, and help drive results
  • Learning how Schwab’s Trading revenue is forecast by identifying the key client and trading metrics that influence top-line growth and applying those insights to the Trader Finance team’s monthly forecasting process
  • Developing client-level revenue contribution metrics to provide deeper insight into trends affecting revenue growth in Schwab’s Trader business
  • Evaluating growth opportunities and building financial models to support initiatives, including Scale & Efficiency programs at Schwab
  • Driving process efficiencies in monthly and quarterly forecasting to create capacity for deeper analysis that supports business performance
  • Supporting ad hoc financial analysis requested by business partners

Qualifications:

  • 3+ years of experience in financial planning & analysis (FP&A, including variance analysis, reporting, and budgeting & forecasting
  • Undergraduate degree in finance, economics, or a related field
  • Solid understanding of finance concepts and GAAP accounting
  • Strong attention to detail
  • High proficiency in Microsoft Excel and PowerPoint
  • Experience using IBM Planning Analytic, PeopleSoft Financials applications and PowerBI
  • Demonstrate analytical aptitude working with large data sets

 What you’ll get:

  • Comprehensive Compensation and Benefits package
  • Financial Health: 401k Match, Employee Stock Purchase Plan, Employee Discounts, Personalized advice, Brokerage discounts
  • Work/Life Balance: Sabbatical, Paid Parental Leave, New Mothers returning to work Program, Tuition Reimbursement Programs, Time off to volunteer, Employee Matching Gifts Program
  • Everyday Wellness: Health and Lifestyle Wellness Rewards, Onsite Fitness Classes, Healthy Food Choices, Wellness Champions
  • Inclusion: Employee Resource Groups, Commitment to diversity, Strategic partnerships
  • Not just a job, but a career, with an opportunity to do the best work of your life

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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