Executive Leader, Cloud ERP & AI Finance Transformation
Charles Schwab
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Benefits offered by this job
Job summary
Charles Schwab is seeking a Managing Director of Finance Transformation to lead a multi-year Cloud ERP and AI-enabled finance modernization program. This executive role will partner across Finance, Technology, Data, Risk, and Operations to modernize core capabilities, improve governance, and enable scalable analytics.
The leader will drive strategy, execution, and value realization across ERP and data initiatives.
Qualifications
- 15+ years of progressive leadership experience in Finance, Technology, Strategy, Data, Transformation, or related functions.
- Experience overseeing ERP implementations (Workday, Oracle Fusion, SAP) at large scale.
- Proven executive leadership delivering large-scale ERP/finance modernization.
- Strong cross-functional and stakeholder management across Finance, Technology, Data, Risk.
- Ability to translate tech/AI concepts into business outcomes.
Responsibilities
- Define and lead Schwab's multi-year Finance Transformation strategy across Cloud ERP, data and AI.
- Own end-to-end delivery of Cloud ERP transformation incl. governance and adoption.
- Lead data strategy and modern finance architecture initiatives.
- Partner across Finance, Technology, HR, Procurement and Data to streamline applications ecosystem.
- Engage executive governance forums to align funding and priorities.
Skills
Education
Tools
Job description
Charles Schwab is seeking a Managing Director of Finance Transformation to lead a multi-year Cloud ERP and AI-enabled finance modernization program. This executive role will partner across Finance, Technology, Data, Risk, and Operations to modernize core capabilities, improve governance, and enable scalable analytics.
The leader will drive strategy, execution, and value realization across ERP and data initiatives.
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