Finance Manager, Wealth Advisory: Forecasting & Insights

Charles Schwab; Westlake (TX); On-site; USD 110,000 - 160,000; Full time

Benefits offered by this job

401(k) with company match

Paid time off

Sabbatical after 5 years

Paid parental leave

Tuition reimbursement

Health, dental, and vision insurance

Job summary

Charles Schwab is seeking a Manager of Finance for Wealth Advisory to turn complex financial data into clear insights guiding forecasting, reporting, and strategic decisions. You will partner with Finance leaders and Wealth Advisory stakeholders to support revenue forecasting, financial modeling, and product performance analysis.

This role emphasizes collaboration, data-driven recommendations, and the ability to influence outcomes with senior leaders, aligning with Schwab's culture of trust and

Qualifications

• Bachelor’s degree in Finance, Accounting, Economics, or related field.
• 5+ years of experience in financial planning, business analysis, financial reporting, or closely related finance work.
• Experience translating complex financial data into insights that support forecasting, planning, and business decision‑making.
• Experience partnering with senior leaders and influencing outcomes through analysis, recommendations, and clear communication.
• Advanced Microsoft Excel skills, including the ability to structure analysis, work with complex data, and support financial modeling.
• Advanced Microsoft PowerPoint skills to support executive‑level reporting, storytelling, and decision support.
• Ability to manage multiple priorities, deliver accurate work under deadlines, and adapt as business needs evolve.

Responsibilities

• Support revenue forecasting, reporting, business analysis, and financial modeling tied to wealth advisory offerings.
• Analyze trends to provide timely, accurate insights for monthly, quarterly, annual, and multi‑year forecasting.
• Collaborate with Finance leaders and Wealth Advisory stakeholders to guide strategic options.
• Balance technical finance expertise with clear communication to influence business decisions.

Skills

Financial analysis

Forecasting

Financial modeling

Excel

PowerPoint

Stakeholder communication

Multitasking

Education

Bachelor’s degree in Finance, Economics, Accounting

MBA or equivalent advanced degree

Tools

Microsoft Excel

Microsoft PowerPoint

Job description

Charles Schwab is seeking a Manager of Finance for Wealth Advisory to turn complex financial data into clear insights guiding forecasting, reporting, and strategic decisions. You will partner with Finance leaders and Wealth Advisory stakeholders to support revenue forecasting, financial modeling, and product performance analysis.

This role emphasizes collaboration, data-driven recommendations, and the ability to influence outcomes with senior leaders, aligning with Schwab's culture of trust and