AI Finance Manager: Cost Planning & FP&A

Charles Schwab; Dallas, Westlake (TX, TX); Hybrid; USD 140,000 - 210,000; Full time

Benefits offered by this job

401(k) with company match

Employee stock purchase plan

Paid vacation and sabbatical after 5+5

Parental leave and family building

Tuition reimbursement

Health, dental, and vision insurance

Job summary

Charles Schwab is seeking a Finance Manager to join the Schwab Technology Services (STS) Finance team. You will lead performance analysis for technology functions and own forecasting for AI-related costs, partnering with Technology and Procurement to drive cost efficiency.

The role focuses on GenAI capabilities, AI spend governance, and building AI-assisted FP&A workflows with clear review controls for senior leaders.

Qualifications

• Bachelor's degree in Finance, Economics, or Accounting; MBA is a plus.
• 5+ years in FP&A, corporate finance, or infrastructure/cloud finance.
• Exceptional financial modeling skills including driver-based forecasting and scenario analyses.
• Hands-on experience forecasting usage-based cloud and AI spend.
• Strong data skills with advanced Excel and SQL.
• Proven ability to partner with technology teams and influence decisions.

Responsibilities

• Lead annual budget and rolling forecasts for AI costs (model API usage, GPU, cloud compute, licenses).
• Build driver-based financial models separating usage from unit price.
• Develop scenario analyses for AI spend drivers and migrations.
• Track AI efficiency metrics and translate costs into unit economics and ROI.

Skills

Financial modeling

Driver-based forecasting

Scenario analysis

Sensitivity analysis

Excel

SQL

Education

Bachelor's degree in Finance, Economics, or Accounting

MBA (plus)

Tools

IBM Planning Analytics

PeopleSoft Financials

Job description

Charles Schwab is seeking a Finance Manager to join the Schwab Technology Services (STS) Finance team. You will lead performance analysis for technology functions and own forecasting for AI-related costs, partnering with Technology and Procurement to drive cost efficiency.

The role focuses on GenAI capabilities, AI spend governance, and building AI-assisted FP&A workflows with clear review controls for senior leaders.