Finance Manager, Lending Finance & Analytics

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

Benefits offered by this job

Bonus opportunities

Job summary

Charles Schwab Corporation is seeking a Manager, Finance to support Schwab Bank Lending Finance & Analytics. The role shapes decisions across mortgage loans, PALs, HELOCs, and other lending products. You’ll translate data into insights for growth, pricing, and investments.

You will develop business cases, evaluate profitability, and assist forecasting and long-range planning while collaborating with Finance, Product, Treasury, Analytics, and business teams to strengthen decision making.

Qualifications

• Bachelor’s degree in Finance, Accounting, Economics, or related field.
• 5+ years in financial planning, forecasting, profitability analysis, or related functions.
• Strong Excel skills and ability to translate data into insights.
• Experience building and explaining complex forecasting models.

Responsibilities

• Translate financial and performance data into insights for leaders.
• Develop business cases and evaluate product profitability.
• Support forecasting and long-range planning processes.
• Collaborate across Finance, Product, Treasury, Analytics, and business teams.

Skills

Financial modeling

Forecasting

Data analysis

Excel

Cross-functional collaboration

Communication

Education

Bachelor's degree in Finance/Accounting

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).

As a Manager, Finance supporting Schwab Bank Lending Finance & Analytics, you’ll help shape financial decisions across mortgage loans, Pledged Asset Lines, Home Equity Lines of Credit, and other lending products. You’ll translate complex financial and performance data into insights that help leaders evaluate growth opportunities, pricing strategies, and investments.

You’ll develop business cases, evaluate product profitability, support forecasting and long-range planning, and use scenario and sensitivity analysis to strengthen decision‑making. Working across Finance, Product, Treasury, Analytics, and business teams, you’ll challenge and validate assumptions, communicate insights to management and executive stakeholders, and help improve model accuracy and transparency. Your financial modeling, problem‑solving, collaboration, and adaptability will help strengthen planning processes, reporting, data quality, and strategic decision support.

Required Qualifications

• Bachelor’s degree in Finance, Accounting, Economics, Business, or related field.
• 5+ years of experience in financial planning, business case development, forecasting, profitability analysis, or related finance functions.
• Strong financial modeling and analytical skills, with experience building, maintaining, and explaining complex forecasting and planning models.
• Strong Excel skills and the ability to synthesize large datasets into meaningful business insights.
• Demonstrated problem‑solving and decision‑making skills, including evaluating assumptions, financial impacts, risks, opportunities, scenarios, and performance drivers.
• Strong written and verbal communication skills with the ability to translate complex analysis and present findings to senior leadership.
• Ability to work independently while collaborating effectively across multiple business functions.
• Strong attention to detail and intellectual curiosity.

Preferred Qualifications

• Experience supporting banking, lending, or financial services products.
• Experience developing product‑level profitability frameworks and business cases.
• Knowledge of lending products including mortgages, Pledged Asset Lines (PAL), Securities-Backed Lines (SBL), Home Equity Lines of Credit (HELOC), or other bank lending products.
• Experience evaluating strategic initiatives and measuring business‑case performance against projected outcomes.

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