Finance Strategy & FP&A Manager, Corporate Functions

Charles Schwab Corporation; Westlake (TX); On-site; USD 90,000 - 150,000; Full time

Job summary

Charles Schwab Corporation in Westlake, TX is seeking a Manager, Corporate Functions to provide strategic financial guidance and partner with senior leaders to drive operational decision-making. This role blends financial planning with analytics and requires a proactive, collaborative mindset.

You will develop detailed forecasts, support monthly close, and help implement firm-wide strategic initiatives while maintaining rigorous financial controls.

Qualifications

• Bachelor’s degree in Accounting, Finance, Economics, or related field.
• 3-6+ years of progressive FP&A experience, ideally including expense management for Corporate Functions.
• Excellent interpersonal and communication abilities with strong executive presence.
• Strong proficiency in financial analysis, forecasting, and modeling with Excel, IBM Planning Analytics, and Workday.
• Analytical, problem-solving mindset for tactical and strategic business decisions.
• Comfortable with a fast-paced environment and tight deadlines.
• High integrity with ownership mindset.

Responsibilities

• Act as the primary finance liaison to Corporate Functions leadership, providing strategic financial guidance for operational decisions.
• Develop and maintain financial plans, partnering with functional leaders to create detailed forecasts aligned to goals.
• Facilitate monthly, quarterly, and annual variance analysis for budget vs forecast vs prior years.
• Support development and implementation of firm-wide strategic initiatives for supported enterprises.
• Establish a finance point of view based on objective analysis valued by leaders.
• Collaborate with cross-functional teams to drive process efficiencies in business and finance.

Skills

Bachelor’s degree

FP&A experience

Excel

IBM Planning Analytics

Workday

Executive communication

Forecasting

Financial modeling

Education

Bachelor’s degree in Accounting, Finance, Economics, or related field

Tools

Excel

IBM Planning Analytics

Workday

Job description

Charles Schwab Corporation in Westlake, TX is seeking a Manager, Corporate Functions to provide strategic financial guidance and partner with senior leaders to drive operational decision-making. This role blends financial planning with analytics and requires a proactive, collaborative mindset.

You will develop detailed forecasts, support monthly close, and help implement firm-wide strategic initiatives while maintaining rigorous financial controls.