The Charles Schwab Corp logo

Sr Manager, Finance

The Charles Schwab Corp
  • Lone Tree, CO
    7 days ago

    Job Description

    Your Opportunity

    At Schwab, you're empowered to make an impact on your career. Here, innovative thought meets creative problem solving, helping us "challenge the status quo" and transform the finance industry together.

    The FP&A Senior Manager will serve as the trusted Finance business partner supporting Schwab's Retail International business. The International Services organization offers clients outside of the United States the ability to invest in U.S. markets; providing trading, service, and solutions to help clients invest in the U.S. from abroad.

    Our Retail Finance team's objectives are to help business partners drive operational leverage and maximize profitability through rigorous analysis to support strategic decision making and planning, understand business trends, and communicate performance. This individual contributor role will play a significant role in providing financial planning and analytical insights to influence outcomes and ensuring alignment with corporate financial goals. The successful candidate will partner closely with Retail International executives to ensure strong financial governance and influence across a complex and evolving business landscape.

    What you have

    • 5+ years of experience in financial planning & analysis, demonstrating progression into increasingly complex roles
    • Bachelor's degree in finance, economics, or related field
    • Exhibit strong executive presence, communication skills, and ability to tell a compelling story with data
    • Translate complex financial concepts into clear business recommendations for executive audiences
    • Strong attention to detail and accuracy, with a proven ability to identify and resolve issues
    • Advanced skills in Excel, PowerPoint, and financial modeling
    • Proactive self-starter and team player who can work independently in a challenging and fast-paced, time-sensitive environment
    • Demonstrate sound business judgement, strategic thinking, embraces change, and leads through ambiguity with resilience and accountability
    • Experience with ERP software or similar tools such as IBM Planning Analytic, Power BI, etc. SQL a plus.
    • MBA or equivalent graduate degree preferred

    What you''ll do:

    • Lead financial planning and analysis for the Retail International organization. Manage month-end close, conduct P&L variance analysis, identify risks & opportunities, prepare quarterly financial forecasts, annual plans and long-range planning, ensure timely and accurate reporting as well as tracking Key Performance Indicators (KPIs)
    • Develop executive presentations and present monthly financial results
    • Coordinate across the organization to ensure clear lines of communication
    • Partner closely with International senior leaders to understand business drivers, evaluate growth strategies, and identify business performance and trends to recommend actionable insights with measurable outcomes
    • Structure and lead ad hoc analytical projects to support strategic initiatives
    • Evaluate opportunities and build financial models for business cases to assess financial returns of growth initiatives, including scale & efficiency
    • Fosters growth and development of peers on the team; being vested in the success of the Enterprise Finance organization
    • Support people leaders within the broader Enterprise Finance team to drive team engagement

    In addition to the salary range, this role is also eligible for bonus or incentive opportunities.

    Numbers & Facts

    LocationLone Tree, CO
    IndustrySecurity and Surveillance
    Company Size1,000 to 1,499 employees
    Year Founded1971
    Websitehttp://www.aboutschwab.com/careers

    About Company

    The Charles Schwab Corporation is a leading provider of financial services, with more than 300 offices. Through its operating subsidiaries, the company provides a full range of securities brokerage, banking, money management and financial advisory services to individual investors and independent investment advisors. Named "Highest in Investor Satisfaction with Self-Directed Services" by J.D. Power and Associates in 2009, its broker-dealer subsidiary, Charles Schwab & Co., Inc. (member SIPC) affiliates offer a complete range of investment services and products including an extensive selection of mutual funds; financial planning and investment advice; retirement plan and equity compensation plan services; referrals to independent fee-based investment advisors; and custodial, operational and trading support for independent, fee-based investment advisors through Schwab Advisor Services.

    The Charles Schwab Bank (member FDIC) provides banking and mortgage services and products. To meet the needs of our clients, we are actively recruiting people with the desire, drive and creativity to find solutions that help meet our clients' needs; who want the chance to learn, grow with the company and explore their career opportunities; who will strive for excellence in achieving our clients' and our company's goals; who have the highest ethical standards - individuals who take pride in making a difference in people's lives.

    Skills

    • Accounting Closeunmatched
    • Analysis Skillsunmatched
    • Business Administrationunmatched
    • Business Caseunmatched
    • Business Operationsunmatched
    • Business Planunmatched
    • Business Strategyunmatched
    • Business Supportunmatched
    • Channel Supportunmatched
    • Communication Skillsunmatched
    • Corporate Financeunmatched
    • Decision Supportunmatched
    • Detail Orientedunmatched
    • ERP (Enterprise Resource Planning)unmatched
    • Economicsunmatched
    • Financeunmatched
    • Financial Analysisunmatched
    • Financial Modelingunmatched
    • Financial Planning and Analysis (FP&A)unmatched
    • Forecastingunmatched
    • IBM Product Familyunmatched
    • Identify Issuesunmatched
    • International Businessunmatched
    • Microsoft Excelunmatched
    • Microsoft PowerPointunmatched
    • Performance Analysisunmatched
    • Performance Metricsunmatched
    • Power BIunmatched
    • Problem Solving Skillsunmatched
    • Profit & Loss Analysisunmatched
    • Retailunmatched
    • Risk Analysisunmatched
    • SQL (Structured Query Language)unmatched
    • Sales Qualificationunmatched
    • Strategic Planningunmatched
    • Team Playerunmatched
    • Time Managementunmatched
    • Variance Analysisunmatched

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