Finance Manager: Enterprise Expense Forecasting

Charles Schwab; Lone Tree (CO); Hybrid; USD 120,000 - 170,000; Full time

Benefits offered by this job

401(k) with company match

Sabbatical after 5 years

Parental leave

Tuition reimbursement

Health, dental, and vision insurance

Job summary

Charles Schwab is seeking a Manager, Corporate FP&A Expense Management to help lead enterprise expense forecasting, consolidation, and reporting. You will work across Finance and business teams to deliver accurate forecasts, identify risks and opportunities, and drive continuous improvement.

The role focuses on developing the enterprise expense story and executive-ready messaging, with emphasis on collaboration, data-driven insights, and accountability within a fast-paced environment.

Qualifications

• Bachelor's degree in Finance, Economics, Accounting, or a related field.
• 5+ years of progressive FP&A, corporate finance, accounting, or related discipline.
• Strong budgeting, forecasting, financial modeling, variance analysis, reporting, and performance management.
• Solid understanding of financial statements, corporate finance concepts, expense management, and business drivers.
• Analytical, problem solving, and critical thinking skills with ability to structure complex problems.

Responsibilities

• Support enterprise expense planning, forecasting, consolidation, and management reporting across monthly forecasts, quarterly outlooks, annual planning, and long-range planning cycles.
• Partner with Enterprise Finance teams and business leaders to consolidate forecast results, risks, opportunities, key assumptions, and variance explanations into a comprehensive enterprise expense outlook.
• Analyze expense performance, forecast variances, business drivers, and emerging trends to develop actionable insights and recommendations for Finance leadership.
• Develop and communicate the enterprise expense story by translating complex financial information into clear, concise, and executive-ready messaging.
• Support performance management routines, including variance analysis, KPI reporting, scenario analysis, and risk/opportunity assessments.
• Challenge forecast assumptions, identify disconnects, evaluate risks, and work with Finance partners to improve forecast accuracy and transparency.
• Coordinate and support Finance governance, controls, and compliance activities for forecasting and reporting processes.
• Partner with stakeholders to improve forecasting methodologies, reporting capabilities, and automation initiatives.
• Support administration and ongoing use of TM1/Planning Analytics and related reporting tools.
• Perform ad hoc financial analysis and scenario modeling for business decisions and strategic initiatives.
• Build trusted partnerships across Finance and business in a fast-paced, visible environment.

Skills

Financial analysis

Forecasting

Variance analysis

Executive communication

Collaboration

Problem solving

Education

Bachelor's degree in Finance, Economics, Accounting, or related field

Tools

Excel

PowerPoint

TM1 / Planning Analytics

Enterprise planning systems

Data visualization tools

Job description

Charles Schwab is seeking a Manager, Corporate FP&A Expense Management to help lead enterprise expense forecasting, consolidation, and reporting. You will work across Finance and business teams to deliver accurate forecasts, identify risks and opportunities, and drive continuous improvement.

The role focuses on developing the enterprise expense story and executive-ready messaging, with emphasis on collaboration, data-driven insights, and accountability within a fast-paced environment.