Finance Manager - Advisor Services

Charles Schwab; Southlake (TX); On-site; USD 90,000 - 140,000; Full time

Benefits offered by this job

401(k) with company match

Paid vacation & sabbatical after years

Parental leave and family benefits

Tuition reimbursement

Health, dental, vision insurance

Job summary

Charles Schwab in Southlake, TX is seeking a Finance Manager to provide direct financial oversight and decision support for Advisor Services. This individual contributor will build forecasts, analyze variances, and partner with leaders to translate data into actionable insights.

You will own financial planning, ad-hoc analytics, and reporting, working closely with cross-functional partners to drive efficiency, improve reporting, and strengthen decision-making as business priorities evolve.

Qualifications

• Bachelor’s degree in Finance, Accounting, Economics or related field.
• 3–5 years of FP&A or similar experience.
• Proficiency in financial analysis, forecasting, and modeling.
• Strong written and verbal communication; ability to present to leadership.
• Attention to detail and ability to manage multiple work streams.

Responsibilities

• Build deep expertise of the Advisor Services business and serve as a thought partner.
• Develop and maintain financial plans with detailed forecasts.
• Explain monthly, quarterly, and annual variances to budget and forecast.
• Create client analytics and reporting to inform investments and allocations.
• Assess financial impact of new initiatives and investments.
• Communicate a finance point of view to leadership.
• Drive process efficiencies across business and finance.

Skills

Financial analysis

Forecasting

Presentation skills

Data consolidation

Attention to detail

Cross-functional collaboration

Self-motivated

Education

Bachelor's degree in Finance/Accounting/Economics

Tools

Excel

PowerPoint

Job description

Your opportunity

At Schwab, you’re empowered to make an impact on your career. Here, innovative thought meets creative problem solving, helping us challenge the status quo and transform the finance industry together. We believe in the importance of in-office collaboration and fully intend for the selected candidate for this role to work on site in the specified location(s).

This Finance Manager opportunity is a vital member of the Finance organization that provides direct financial oversight and decision support for business partners within the Advisor Services enterprise. This role combines both financial planning and ad‑hoc analytics in support of various business initiatives. The position provides opportunities to work directly with business leaders and finance department leadership in identifying trends, analyzing financial inputs and creating forecasts. This role has strong business partnering and analytics focus and will require a self‑motivated, action‑oriented individual who can prioritize, organize, communicate and collaborate to build relationships across departmental lines. This is an individual contributor role.

Success requires strong Analytical Thinking and Problem Solving to turn complex financial and operational data into a clear finance point of view. Through Cross‑Functional Collaboration, Communication, and Stakeholder Management, you will build trusted partnerships across Advisor Services and Finance, challenge assumptions, and translate findings into practical recommendations for leadership. This individual contributor role offers meaningful ownership and the opportunity to improve financial reporting, increase process efficiency, and strengthen decision‑making as business priorities evolve.

What you have

What You’ll Do

• Build deep expertise of the Advisor Service business and become a valued thought partner with business partners and stakeholders in other areas of Schwab
• Develop and maintain financial plans, partnering closely with functional leaders to create detailed forecasts aligned to strategic goals
• Facilitate financial close activities to analyze and explain monthly, quarterly, and annual variances to budget, forecast, and prior years
• Create client analytics and reporting that will inform important business investment and resource allocation decisions
• Assess the financial impact of new business initiatives, strategic and efficiency initiatives, and project investments
• Establish and communicate a finance "point of view" based on objective, fact‑based analysis that is valued by business leaders.
• Build strong partnerships to innovate and drive process efficiencies across the business and finance
• Perform ad hoc analysis related to understanding business trends, business performance, and segment performance

Required Qualifications

• Bachelor’s degree (preferably in Finance, Accounting, Economics or related field)
• 3-5 years of related Financial Planning & Analysis or similar experience
• Strong proficiency in financial analysis, forecasting, and modeling, with robust knowledge of Excel and PowerPoint
• Strong written and verbal communication skills, including ability to succinctly synthesize data, develop recommendations, create presentations and present to leadership
• Superior analytical skills with a high level of attention to detail
• Self‑motivated, results‑oriented self‑starter with capability to effectively manage several work streams, deadlines and projects concurrently
• Proficiency in sourcing data from multiple database applications and working efficiently to consolidate and summarize large data sets

Preferred Qualifications

• Prior financial services industry experience preferred

In addition to the salary range, this role is also eligible for bonus or incentive opportunities

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