Finance Transformation MD — Cloud ERP & AI Leader
Charles Schwab Inc.
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Job summary
Charles Schwab Corporation is seeking a Managing Director, Finance Transformation to drive a multi-year Cloud ERP and AI-enabled finance modernization. This executive will define strategy, lead cross-functional teams, and partner with CFO, Technology, Data, and Operations to modernize core Finance capabilities and establish a scalable, governance-driven data foundation.
The role demands deep experience with ERP programs (Workday, Oracle Fusion, SAP), strong communication with senior
Qualifications
- 15+ years of progressive leadership experience in Finance, Technology, Strategy, or Transformation.
- Experience overseeing ERP implementations at scale (Workday, Oracle Fusion, SAP).
- Proven track record delivering large-scale ERP and finance modernization.
- Strong executive communication and stakeholder management skills.
- Experience in highly regulated financial services environments.
- Ability to translate complex tech and AI concepts into business outcomes.
- Cross-functional program leadership across finance, technology, data, and risk.
Responsibilities
- Define and lead Schwab's multi-year Finance Transformation strategy.
- Own ERP implementation governance, roadmaps, and value realization.
- Collaborate with Finance, Tech, HR, and Data to redesign processes.
- Lead executive governance forums and change leadership.
Skills
Education
Tools
Job description
Charles Schwab Corporation is seeking a Managing Director, Finance Transformation to drive a multi-year Cloud ERP and AI-enabled finance modernization. This executive will define strategy, lead cross-functional teams, and partner with CFO, Technology, Data, and Operations to modernize core Finance capabilities and establish a scalable, governance-driven data foundation.
The role demands deep experience with ERP programs (Workday, Oracle Fusion, SAP), strong communication with senior
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