Finance Director - Workplace Services

Charles Schwab Inc.; San Francisco (CA); On-site; USD 250,000 - 350,000; Full time

Job summary

Charles Schwab Corporation in San Francisco seeks a dynamic Director of Finance to lead the Workplace Services finance team and act as a trusted business advisor to WS partners. You will drive revenue forecasting, analytics, and complex business cases, shaping profitability analyses across RPS, SPS, and DBS initiatives.

You will develop talent, influence executive decisions, and continuously improve reporting, forecasting, and financial modeling.

Qualifications

• 10+ years of progressive financial leadership experience
• Experience in financial planning and business analysis
• Ability to influence senior leadership and partners
• Experience attracting and coaching high-performing teams
• Direct people management experience
• Strong relationship-building and executive presence
• Change agent with a mindset of continuous improvement
• Bachelor’s degree; MBA preferred
• Experience in the financial services industry preferred
• Proficiency with IBM Cognos or Essbase; Business Objects preferred

Responsibilities

• Lead, develop and coach a finance team.
• Advise business partners on strategic options and impacts.
• Identify opportunities to engage partners at strategic and operational levels.
• Collaborate with WS Finance, Central Finance and others to simplify complex issues.
• Innovate reporting, forecasting and financial modeling processes.
• Develop deep knowledge of WS business and products to act as a trusted advisor.
• Perform ad-hoc analyses on business performance and P&L metrics.
• Manage driver-based modeling and financial planning/forecasting processes.
• Communicate clear messages to senior leadership and stakeholders.

Skills

Financial leadership

Financial planning

Business analysis

Strategic advisory

Executive presence

People management

Relationship building

Change management

Stakeholder communication

Decision making

Education

Bachelor's degree

MBA

Tools

IBM Cognos

Hyperion Essbase

Business Objects

Job description

Charles Schwab Corporation in San Francisco seeks a dynamic Director of Finance to lead the Workplace Services finance team and act as a trusted business advisor to WS partners. You will drive revenue forecasting, analytics, and complex business cases, shaping profitability analyses across RPS, SPS, and DBS initiatives.

You will develop talent, influence executive decisions, and continuously improve reporting, forecasting, and financial modeling.