Finance Manager: Lending Finance & Analytics Leader

Charles Schwab Corporation; 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

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.