Finance Manager, FP&A for Tech & AI Transformation

Charles Schwab Corporation; Westlake (TX); On-site; USD 120,000 - 180,000; Full time

Job summary

Charles Schwab Corporation is seeking a Manager, Finance to partner with CTET, AI.x, and OCTO, leading budgeting, forecasting, and reporting. You will turn financial data into insights to guide technology spending decisions and collaborate with senior leaders to drive business outcomes.

You will oversee monthly close, build models for scenarios and business cases, and identify cost-efficiency opportunities across the technology portfolio, including GenAI modernization efforts.

Qualifications

• Bachelor’s degree in Finance, Economics, Accounting, or related field.
• 5 years of experience in Finance.
• Understanding of internal software capitalization accounting and governance.
• Experience modernizing cross-functional financial processes and GenAI capabilities.
• Strong multi-project delivery in a fast-paced environment.
• Analytical problem structuring and forecasting analysis.
• Strong written and oral communication; ability to partner with senior leaders.
• Financial planning and scenario modeling experience.

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 priorities into budgets and forecasts.
• Build financial models to support scenario planning and business cases.
• Deliver clear monthly reporting and leadership commentary with risks and opportunities.
• Collaborate with Accounting on accruals and software capitalization.
• Identify opportunities to improve cost efficiency and simplify planning and reporting, including GenAI.
• Perform ad hoc analysis on technology trends and expense impact.

Skills

GenAI capabilities

Cross-functional collaboration

Financial forecasting

Budgeting

Variance analysis

Communication

Strategic thinking

Education

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

5 years of experience in Finance

Job description

Charles Schwab Corporation is seeking a Manager, Finance to partner with CTET, AI.x, and OCTO, leading budgeting, forecasting, and reporting. You will turn financial data into insights to guide technology spending decisions and collaborate with senior leaders to drive business outcomes.

You will oversee monthly close, build models for scenarios and business cases, and identify cost-efficiency opportunities across the technology portfolio, including GenAI modernization efforts.