Finance Manager, Technology

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

Benefits offered by this job

Hybrid work

401k match

Paid time off

Parental leave

Tuition reimbursement

Job summary

Schwab seeks a senior finance professional to join the Technology Services Finance team in Westlake, TX. You will lead internal software capitalization, build models for investment portfolios, and oversee FP&A activities for multi-billion portfolios in a hybrid work environment.

Your work will champion TBMO frameworks, drive cost transparency, and push forecasting improvements using GenAI capabilities across Schwab technology investments.

Qualifications

• Bachelor's degree in Finance, Economics, Accounting or related field.
• Minimum 5 years of experience in Finance.
• Strong understanding of internally developed software capitalization accounting and governance.
• Experience modernizing cross-functional financial processes and leveraging GenAI.

Responsibilities

• Lead internally developed software capitalization processes with portfolio leaders.
• Build and maintain financial models to inform investment decisions.
• Lead FP&A processes for major portfolios (monthly close, variance analysis, forecasting).
• Enhance reporting solutions and champion TBMO/TCOW data adoption.
• Partner with SMEs to improve cost transparency across Schwab technology investments.
• Drive forecasting improvements and leverage GenAI in financial systems.

Skills

Finance expertise

GenAI capabilities

Cross-functional collaboration

Communication skills

Strategic thinking

Education

Bachelor's degree in Finance, Economics, Accounting

Tools

GenAI tooling

Job description

Your opportunity

This position provides the right candidate with a unique opportunity to join the Schwab Technology Services Finance team. The team serves as a strategic business partner, providing financial insights, planning, and analysis to support decision-making and drive operational excellence. This role will lead performance analysis for key technology functions, ensuring alignment with corporate financial goals.

This role will lead Finance support for multi-billion technology investment portfolios, Internally Developed Software Capitalization processes and play a key role in the Technology Business Management Office (TBMO). This role provides direct financial oversight and decision support to these cross-functional processes.

What You Will Do

• Lead Internally Developed Software capitalization processes, partnering with portfolio leaders and controllers
• Build and maintain financial models to inform and influence decision making within investment portfolios
• Lead FP&A processes (monthly close, variance analysis, risk and opportunities, reporting, forecasting and annual planning) for significant and complex investment portfolios
• Enhance reporting solutions and champion adoption of Technology Business Management framework and Total Cost of Ownership data across STS FP&A team
• Partner with subject matter experts across the organization to improve cost transparency and total cost of ownership views of Schwab's technology investments
• Work cross-functionally to drive sustainable and efficient forecasting improvement efforts, including enhancements to financial systems leveraging GenAI capabilities
• Maintain sound risk management and control environment for work product
• Perform ad hoc analysis related to understanding business and technology trends and their expense impact

What you have

• 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 and succeed in a time-sensitive, fast-paced environment with minimal direction
• Ability to logically structure analytical problems and use critical reasoning skills to evaluate financial forecasts
• Excellent oral and written communication skills and interpersonal skills
• Comfortable partnering with senior leaders to drive business outcomes
• Financial planning and scenario modeling experience is important

What’s in it for you

At Schwab, you're empowered to shape your future. We champion your growth through meaningful work, continuous learning, and a culture of trust and collaboration- so you can build the skills to make a lasting impact. Our Hybrid Work and Flexibility approach balances our ongoing commitment to workplace flexibility, serving our clients, and our strong belief in the value of being together in person on a regular basis.

We offer a competitive benefits package that takes care of the whole you - both today and in the future:

• 401(k) with company match and Employee stock purchase plan
• Paid time for vacation, volunteering, and 28-day sabbatical after every 5 years of service for eligible positions
• Paid parental leave and family building benefits
• Tuition reimbursement
• Health, dental, and vision insurance