Director, Finance_Workplace Services

Charles Schwab; San Francisco (CA); Hybrid; USD 180,000 - 240,000; Full time

Benefits offered by this job

401(k) with company match

Employee stock purchase plan

Paid time off and sabbatical after 5+ 

Parental leave and family benefits

Tuition reimbursement

Health, dental, and vision insurance

Job summary

Charles Schwab is seeking a Director of Finance for Workplace Services in San Francisco. You will lead and coach a finance team, partner with business leaders, and influence high-stakes decisions through financial modeling and strategic insights.

The role emphasizes collaboration across WS, Central Finance, and product teams, with a focus on forecasting accuracy, profitability analyses, and complex business cases. A strong leadership track record is essential.

Qualifications

• 10+ years in financial leadership roles with FP&A experience
• Strategic/analytical capabilities for senior leadership
• Proven ability to attract and develop high-performing teams
• Direct people management experience
• Strong influencing skills and executive presence
• Change agent focused on continuous improvement
• Bachelor’s degree required
• Experience with IBM Cognos (or Hyperion Essbase)
• MBA or equivalent preferred
• Financial services industry experience preferred
• Relational database skills

Responsibilities

• Lead, develop and coach a team of finance professionals
• Advise business partners on strategic alternatives and impact of decisions
• Identify opportunities to engage partners at strategic/operational levels
• Collaborate with WS Finance, Central Finance and stakeholders
• Innovate and improve reporting, forecasting, and financial modeling processes
• Develop deep knowledge of WS business and products for senior leadership
• Perform ad-hoc analyses related to business, product performance and P&L
• Manage driver-based modeling and financial planning/forecasting

Skills

Team leadership

Strategic advisory

Financial planning

Relationship building

Executive presence

Education

Bachelor’s degree

MBA preferred

Tools

IBM Cognos

Hyperion Essbase

Business Objects

Job description

Your opportunity

Director of Finance_Workplace Services

Role Overview:

We are looking for a dynamic Director of Finance to lead a team that supports Workplace Services (WS). The Director will maintain and enhance key relationships as a trusted business advisor with our key business partners.The Director will also provide support and collaboration within the overall WS Finance team in support of revenue forecasting, analytics, and complex business cases. Finance is heavily involved in financial modeling, pricing, and product/solution profitability analyses and provides financial planning, analysis and reporting in support of WS and its business functions including Sales, Strategy and Product Management.

WS serves the needs of employers and their employees through three businesses

• Retirement Plan Services (RPS): administering retirement or 401(k) plans
• Stock Plan Services (SPS): administering equity compensation plans
• Designated Brokerage Services (DBS): helping those firms that have a responsibility to monitor employee trading and acting as the designated broker for their employees

Key Outcomes:

• Lead, develop and coach a team of finance professionals
• Advise business partners on strategic alternatives and potential impact of decisions. Provide insights into critical trends and evaluate opportunities in support of strategic and competitive growth initiatives
• Identify opportunities to engage business partners on a strategic and operational level to support our firm objectives and engage colleagues from across the organization as needed
• Collaborate and partner with business, WS Finance, Central Finance, and team members to simplify the complex, break down barriers, and incorporate the ideas of others
• Innovate and continuously improve our processes for reporting, forecasting, and financial modeling
• Develop deep knowledge of WS business and products and become a valued thought partner with business partners and stakeholders in other areas of Schwab
• Perform ad-hoc analyses related to understanding business, product performance and P&L metrics
• Manage our driver-based modeling and financial planning/forecasting processes
• Develop and present communications with clear and concise messages resonating with a target audience, particularly senior leadership, and business partners with deep industry and product knowledge

What you have

Required Experience & Key Skills:

• A minimum of 10+ years of increasingly responsible financial leadership roles with experience in financial planning and business analysis
• Ability to leverage strategic and analytical capabilities to provide thought leadership and advice to senior leadership and their teams
• Ability to attract top talent and build high-performing teams. Proven experience inspiring, empowering and developing individuals to achieve a high level of team engagement and trust with an authentic leadership style.
• Experience with direct people management/leadership
• Exceptional ability to influence and build relationships and trust with business partners, as well as executive presence to respectfully challenge the status quo.
• Change agent focused on continuous improvement and demonstrated ability to take decisive action in a highly collaborative approach
• Bachelor’s degree
• Expertise with relational database skills and experience with IBM Cognos (or Hyperion Essbase)
• MBA or equivalent preferred
• Financial services industry experience highly preferred
• Proven relational database skills and experience with IBM Cognos (or Hyperion Essbase) required, experience with Business Objects preferred.

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