Finance Manager, FP&A for Tech & AI Initiatives

Charles Schwab; Westlake (TX); Hybrid; USD 120,000 - 170,000; Full time

Benefits offered by this job

401(k) with company match

Employee stock purchase plan

Sabbatical after every 5 years of work

Paid vacation and parental leave

Tuition reimbursement

Health, dental, and vision insurance

Hybrid work model

Job summary

Charles Schwab is seeking a Manager of Finance to lead FP&A for CTET, AI.x, and OCTO, overseeing monthly close, forecasting, planning, and variance analysis. The role partners with technology leaders to translate priorities into budgets, builds models for scenarios, and delivers leadership commentary.

You will collaborate with Accounting on software capitalization and seek cost-saving opportunities, including GenAI-driven improvements.

Qualifications

• Bachelor’s degree in Finance, Economics, Accounting, or related field.
• 5 years of experience in Finance.
• Deep understanding of internally developed software capitalization accounting and governance.
• Systems thinker with proven experience modernizing cross-functional financial processes and champion of GenAI capabilities.
• Proactive, self-starter, able to manage and deliver multiple projects in a time-sensitive, fast-paced environment with minimal direction.
• Ability to logically structure analytical problems and use critical reasoning to evaluate forecasts.
• Excellent oral and written communication and interpersonal skills.
• Comfortable partnering with senior leaders to drive business outcomes.
• Financial planning and scenario modeling experience is important.

Responsibilities

• Lead FP&A for CTET, AI.x, and OCTO, including monthly close, forecasting, annual planning, and variance analysis.
• Partner with technology leaders to translate business priorities into budgets and forecasts.
• Build financial models to support scenario planning, business cases, and investment decisions.
• Deliver clear monthly reporting and leadership commentary, including key risks and opportunities.
• Partner with Accounting on accruals and internally developed software capitalization.
• Identify opportunities to improve cost efficiency and simplify planning and reporting processes, including through GenAI.
• Perform ad hoc analysis on business and technology trends and their expense impact.

Skills

Systems thinking

GenAI capabilities

Budgeting

Forecasting

Cross-functional collaboration

Communication

Problem solving

Time management

Financial modeling

Education

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

Job description

Charles Schwab is seeking a Manager of Finance to lead FP&A for CTET, AI.x, and OCTO, overseeing monthly close, forecasting, planning, and variance analysis. The role partners with technology leaders to translate priorities into budgets, builds models for scenarios, and delivers leadership commentary.

You will collaborate with Accounting on software capitalization and seek cost-saving opportunities, including GenAI-driven improvements.