Manager, Corporate FP&A – Expense Forecasting & Insights

Charles Schwab Corporation; Lone Tree (CO); On-site; USD 120,000 - 170,000; Full time

Job summary

Charles Schwab Corporation in Lone Tree, CO, seeks a Manager, Corporate FP&A Expense Management. This role partners with Enterprise Finance to deliver accurate forecasts, identify risks and opportunities, and support executive decision-making in a fast-paced environment.

You will own monthly forecasts, quarterly outlooks, and annual plans, develop the enterprise expense story, and drive standardization and automation using TM1/Planning Analytics and related reporting tools.

Qualifications

• Bachelor's degree and 5+ years FP&A or corporate finance experience.
• Strong budgeting, forecasting, and financial modeling skills.
• Ability to translate data into clear insights for executives.

Responsibilities

• Support enterprise expense planning, forecasting, consolidation, and management reporting across monthly forecasts, quarterly outlooks, annual planning, and long-range planning cycles.
• Partner with Enterprise Finance teams and business leaders to consolidate forecast results, risks, opportunities, key assumptions, and variance explanations into a comprehensive enterprise expense outlook.
• Analyze expense performance, forecast variances, business drivers, and emerging trends to develop actionable insights and recommendations for Finance leadership.
• Develop and communicate the enterprise expense story by translating complex financial information into clear, concise, and executive-ready messaging. Support presentations for forecast reviews, close meetings, planning cycles, and senior leadership discussions.
• Support performance management routines, including variance analysis, KPI reporting, scenario analysis, and risk and opportunity assessments that improve decision-making and accountability.
• Challenge forecast assumptions, identify disconnects, evaluate risks, and work collaboratively with Finance partners to improve forecast accuracy, transparency, and consistency.
• Coordinate and support Finance governance, controls, and compliance activities associated with enterprise forecasting and reporting processes.
• Partner with stakeholders to improve forecasting methodologies, reporting capabilities, planning systems, and operational processes through standardization, automation, and continuous improvement initiatives.
• Support administration, enhancement, and ongoing use of enterprise planning and forecasting systems, including TM1/Planning Analytics and related reporting tools.
• Perform ad hoc financial analysis and scenario modeling to evaluate financial implications of business decisions, emerging trends, and strategic initiatives.
• Build trusted partnerships across Finance and the business while effectively managing competing priorities in a fast-paced and highly visible environment.

Skills

Forecasting

Budgeting

Financial modeling

Variance analysis

Management reporting

KPI reporting

Scenario analysis

Executive communication

Excel

PowerPoint

Education

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

Tools

TM1/Planning Analytics

Job description

Charles Schwab Corporation in Lone Tree, CO, seeks a Manager, Corporate FP&A Expense Management. This role partners with Enterprise Finance to deliver accurate forecasts, identify risks and opportunities, and support executive decision-making in a fast-paced environment.

You will own monthly forecasts, quarterly outlooks, and annual plans, develop the enterprise expense story, and drive standardization and automation using TM1/Planning Analytics and related reporting tools.