Senior Financial Analyst

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 Manager, Corporate Functions role is a vital member of the Finance organization that provides direct financial oversight and decision support for business partners leading Corporate Functions enterprises. This role combines financial planning with ad-hoc analytics in support of various business initiatives. This role provides opportunities to work directly with senior business leaders and finance department leadership in identifying trends, analyzing financial inputs and creating forecasts. This position has a strong business partnering and analytics focus and will require a self-motivated, action-oriented individual who can prioritize, organize, communicate and collaborate to build relationships across departmental lines. This is an individual contributor role.

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 (preferably in Accounting, Finance, Economics, or related field)

5+ years of progressive experience in FP&A-related roles, ideally including prior exposure to expense management in the support of Corporate Functions-related enterprises

Excellent interpersonal and communication abilities and strong executive presence

Strong proficiency in financial analysis, forecasting, and modeling, with robust knowledge of tools like Excel, IBM Planning Analytics, and Workday

Great analytical and problem-solving skills, with the ability to navigate both the tactical and strategic context of business strategies and targeted outcomes

Comfortable working in a fast-paced environment with shifting priorities and tight deadlines

High integrity, with a results-oriented ownership mindset towards execution

Preferred Qualifications :

• Prior financial services industry experience

What you’ll do :

Act as the primary finance liaison to the leadership of Corporate Functions enterprises, providing strategic financial guidance to support operational decision-making

Develop and maintain financial plans, partnering closely with functional leaders to create detailed forecasts aligned to strategic goals

Facilitate financial close activities to analyze and explain monthly, quarterly, and annual variances to budget, forecast, and prior years

Be a key partner in the development and implementation of firm-wide strategic initiatives for supported enterprises

Establish and communicate a finance "point of view" based on objective, fact- based analysis that is valued by business leaders

Work in cross-functional teams to innovate and drive process efficiencies across the business and finance

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

What’s in it for you

At Schwab, you’re empowered to shape your future. We champion your growth through meaningful work, continuous learning, and a culture of trust and collaboration—so you can build the skills to make a lasting impact. Our Hybrid Work and Flexibility approach balances our ongoing commitment to workplace flexibility, serving our clients, and our strong belief in the value of being together in person on a regular basis.

We offer a competitive benefits package that takes care of the whole you – both today and in the future :

401(k) with company match and Employee stock purchase plan

Paid time for vacation, volunteering, and 28-day sabbatical after every 5 years of service for eligible positions

Paid parental leave and family building benefits

Tuition reimbursement

Health, dental, and vision insurance

What’s in it for you :

At Schwab, we’re committed to empowering our employees’ personal and professional success. Our purpose-driven, supportive culture, and focus on your development means you’ll get the tools you need to make a positive difference in the finance industry. Our Hybrid Work and Flexibility approach balances our ongoing commitment to workplace flexibility, serving our clients, and our strong belief in the value of being together in person on a regular basis.

We offer a competitive benefits package that takes care of the whole you – both today and in the future :

401(k) with company match and Employee stock purchase plan

Paid time for vacation, volunteering, and 28-day sabbatical after every 5 years of service for eligible positions

Paid parental leave and family building benefits

Tuition reimbursement

Health, dental, and vision insurance

Schwab is an affirmative action employer, focused on employing and advancing in employment, qualified women, racial and ethnic minorities, protected veterans, and individuals with disabilities in the workplace. If you have a disability and require reasonable accommodations in the application process, contact Human Resources at applicantaccessibility@schwab.com or call 800-275-1281.