Finance Analytics & Reporting Manager - Lending

Charles Schwab Corporation; Westlake (TX); Vor Ort; USD 90.000 - 130.000; Vollzeit

Zusammenfassung

Charles Schwab Bank is seeking a Finance Manager to strengthen its reporting and analytics for mortgage, pledged asset line, home equity line of credit, and other lending portfolios. You will translate complex data into clear insights, develop and automate reporting solutions, establish meaningful success metrics, and apply sound judgment to evolving business questions.

Working across Finance, Engineering, Credit Risk Management, Accounting, and Treasury, you will define reporting needs, solve

Qualifikationen

• Bachelor’s degree in business, finance, or related field.
• 5+ years of experience in finance, data analysis, or reporting.
• Advanced Excel skills for reporting and analytics.
• Ability to analyze complex information and translate findings into actionable insights.
• Strong problem solving, critical thinking, and decision making skills.
• Ability to communicate effectively, influence stakeholders, and build cross-functional collaboration.
• Ability to manage competing priorities while maintaining accuracy.

Aufgaben

• Strengthen reporting and analytics for mortgage and lending portfolios (e.g., Mortgage, Pledged Asset Line, HELOC).
• Translate complex data into clear, actionable insights for senior leaders.
• Develop and automate reporting solutions and establish meaningful success metrics.
• Support regulatory, regulatory, and audit requests; collaborate across Finance, Engineering, Credit Risk, Accounting, and Treasury.

Kenntnisse

Bachelor's degree

5+ years experience

Advanced Excel

Data analysis

Critical thinking

Decision making

Stakeholder influence

Cross-functional collaboration

Ausbildung

Bachelor's degree in finance/business

Tools

SQL Server

BigQuery

Power Query/Power Pivot

Jobbeschreibung

Charles Schwab Bank is seeking a Finance Manager to strengthen its reporting and analytics for mortgage, pledged asset line, home equity line of credit, and other lending portfolios. You will translate complex data into clear insights, develop and automate reporting solutions, establish meaningful success metrics, and apply sound judgment to evolving business questions.

Working across Finance, Engineering, Credit Risk Management, Accounting, and Treasury, you will define reporting needs, solve