IT Program Manager, FinOps 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

Your opportunity

At Schwab, you’re empowered to make an impact on your career. Here, innovative thought meets creative problem solving, helping us challenge the status quo and transform the finance industry together.

We believe in the importance of in-office collaboration and fully intend for the selected candidate for this role to work on site in the specified location(s).

Schwab Technology Services enables the future of how clients manage their money by delivering innovative and reliable technology products and services.

This role sits within our I&O Schwab Technology Infrastructure Services team. As an IT Program Management Lead supporting Infrastructure & Operations, you’ll connect financial, workforce, vendor, and technology insights to help leaders make informed decisions about investments and operational priorities.

You’ll collaborate with engineering, finance, procurement, vendors, and leadership to improve transparency across technology spend, capital funding, workforce capacity, and strategic initiatives. You’ll translate complex data into actionable recommendations, optimize vendor and contract portfolios, and strengthen resource planning and reporting to help leaders evaluate trade-offs and maximize technology investments.

Success in this highly visible role requires strong analytical thinking, sound judgment, strategic perspective, and the ability to build consensus and influence across teams.

What you will do:

• 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.

What you have

Required 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.

Preferred Qualifications:

• Experience supporting enterprise technology, cloud operations, technology infrastructure, or Technology Business Management functions in a large, complex organization.
• Familiarity with FinOps practices, cloud financial management, consumption-based services, and technology value optimization.
• Experience supporting strategic technology vendors and large-scale software, infrastructure, cloud, or managed-services agreements.
• Knowledge of workforce planning, demand management, resource forecasting, and capacity planning.
• Experience with Apptio, ServiceNow Financial Management, or similar technology cost-transparency platforms.
• Understanding of capital planning, capitalization methodologies, technology investment governance, business case development, and portfolio planning.
• Professional certification in FinOps, Technology Business Management, Project Management (PMP), Business Analysis (CBAP), Finance, Accounting, or a related discipline.
• Ability to connect financial, operational, workforce, and technology data to help leaders evaluate trade-offs and prioritize investments.

In addition to the salary range, this role is eligible for bonus or incentive opportunities.

Applicants must be currently authorized to work in the United States on a full-time basis without employer sponsorship.

What’s in it for you

At Schwab, you’re empowered to shape your future. We champion your growth through meaningful work, continuous learning, and a culture of trust and collaboration—so you can build the skills to make a lasting impact. Our Hybrid Work and Flexibility approach balances our ongoing commitment to workplace flexibility, serving our clients, and our strong belief in the value of being together in person on a regular basis.

We offer a competitive benefits package that takes care of the whole you – both today and in the future:

• 401(k) with company match and Employee stock purchase plan
• Paid time for vacation, volunteering, and 28-day sabbatical after every 5 years of service for eligible positions
• Paid parental leave and family building benefits
• Tuition reimbursement
• Health, dental, and vision insurance