Finance Risk Strategy & Analytics Leader

Charles Schwab; San Francisco (CA); Hybrid; USD 190,000 - 240,000; Full time

Benefits offered by this job

Hybrid Work & Flexible Schedule

401(k) with company match

Employee stock purchase plan

Paid vacation and sabbatical after 5+?

Job summary

Charles Schwab is seeking a Senior Manager for Finance Risk Strategy & Analytics to advance risk frameworks and strategic insights across liquidity, capital, and market risks. You will translate complex risk signals into actionable executive guidance, partnering with Treasury, Finance, and Business leaders.

This is a hands-on, individual-contributor role with high visibility. You will develop dashboards, supervise quantitative analyses, and communicate findings to senior leadership while

Qualifications

• Bachelor’s degree in Finance, Economics, Business, or a related field.
• 7+ years in Treasury, Finance, Risk Management, Capital Management, Liquidity or related disciplines.
• Experience with capital, liquidity, market, and regulatory risk management practices.
• Knowledge of Enhanced Prudential Standards and other applicable regulations.
• Strong analytical and strategic thinking capabilities.
• Excellent written and verbal communication and cross-functional interaction.

Responsibilities

• Design and enhance liquidity, capital, and market risk frameworks including risk appetite, limits, triggers, and KPIs.
• Evaluate new business initiatives and products for implications on balance sheet and risk.
• Support digital asset initiatives by assessing risk implications and partnering with stakeholders.
• Conduct benchmarking and industry surveillance to identify risks and opportunities.
• Prepare executive-level recommendations for senior management and regulators.
• Leverage data and automation to improve reporting and scalability of risk management.
• Perform ad hoc analysis in support of Finance, Treasury, and strategic priorities.
• Conduct macroeconomic surveillance and risk monitoring across entities.

Skills

Analytical thinking

Communication

Cross-functional collaboration

Strategic thinking

Data-driven analyses

Problem solving

Self-motivation

Education

Bachelor's degree in Finance, Economics, Business, or related field

Master’s degree in Finance, Economics, Business Administration, or related field

Tools

SQL

Tableau

Power BI

Python

Alteryx

Job description

Charles Schwab is seeking a Senior Manager for Finance Risk Strategy & Analytics to advance risk frameworks and strategic insights across liquidity, capital, and market risks. You will translate complex risk signals into actionable executive guidance, partnering with Treasury, Finance, and Business leaders.

This is a hands-on, individual-contributor role with high visibility. You will develop dashboards, supervise quantitative analyses, and communicate findings to senior leadership while