IT FinOps & Investment Program Lead

Charles Schwab; Phoenix (AZ); On-site; USD 140,000 - 180,000; Full time

Benefits offered by this job

401(k) with company match

Employee stock purchase plan

Sabbatical after every 5 years of long

Parental leave

Tuition reimbursement

Health, dental, and vision insurance

Job summary

Charles Schwab is seeking an IT Program Management Lead within Schwab Technology Infrastructure Services in Phoenix. This senior role connects financial, workforce, vendor, and technology insights to help leaders optimize investments and priorities.

You will collaborate with engineering, finance, procurement, vendors, and leadership to build dashboards, forecast spend, and strengthen reporting, enabling data‑driven decisions and governance.

Qualifications

• 8+ years of Infrastructure Financial Operations Management Experience.
• Proven experience analyzing complex financial, operational, and workforce data and translating findings into actionable business recommendations.
• Strong knowledge of budgeting, forecasting, capital planning, expense management, and financial analysis in a large enterprise environment.
• Experience managing technology vendor relationships, contract renewals, license utilization, forecasts, and spend optimization.
• Demonstrated ability to build dashboards, reporting, and executive-level presentations that turn complex information into clear insights.
• Strong analytical thinking and problem-solving skills, with the ability to identify trends, reconcile data across systems, challenge assumptions, and recommend improvements.
• Demonstrated success collaborating with technology, finance, procurement, and business stakeholders and influencing decisions without direct authority.
• Proficiency with data analysis and reporting tools such as Microsoft Excel, Power BI, Tableau, Apptio, or comparable platforms.
• Excellent written and verbal communication skills, with the ability to explain complex technology and financial concepts to diverse audiences.
• Ability to independently manage competing priorities and drive results in a fast-paced, highly matrixed environment.

Responsibilities

• Drive financial transparency and technology investment optimization by analyzing operating expenses, capital funding, labor costs, and technology spend to provide actionable insights that support strategic decision-making across Infrastructure & Operations.
• Manage and optimize vendor and contract portfolios by monitoring contract utilization, validating forecasts, supporting renewal negotiations, identifying cost optimization opportunities, and ensuring technology investments delivering expected business value.
• Lead workforce and resource planning activities by maintaining labor rosters, validating organizational and cost center alignment, tracking open positions, and providing reporting that enables leaders to make informed staffing and capacity decisions.
• Partner across engineering, finance, procurement, and leadership teams to develop dashboards, reporting, and business analyses that improve visibility into technology costs, initiative funding, and operational performance while enabling data-driven prioritization and investment decisions.
• Build strong relationships with key stakeholders, establishing clear roles, responsibilities, priorities, and expectations.
• Identify, track, and manage risks, issues, and action items, escalating concerns and removing barriers as needed.
• Prepare leadership presentations and reporting that clearly communicate status, priorities, and key considerations.
• Ensure organization follows established corporate standards, governance controls, and Legal, Compliance, and Vendor Management requirements.
• Apply technical and business knowledge to assess needs, evaluate impacts, resolve issues, build consensus, and recommend solutions.

Skills

Financial ops

Budgeting

Forecasting

Vendor management

Data analysis

Dashboards

Executive reporting

Tools

Excel

Power BI

Tableau

Apptio

Job description

Charles Schwab is seeking an IT Program Management Lead within Schwab Technology Infrastructure Services in Phoenix. This senior role connects financial, workforce, vendor, and technology insights to help leaders optimize investments and priorities.

You will collaborate with engineering, finance, procurement, vendors, and leadership to build dashboards, forecast spend, and strengthen reporting, enabling data‑driven decisions and governance.