Manager, Finance

Charles Schwab; Westlake (TX); On-site; USD 110,000 - 160,000; Full time

Benefits offered by this job

401(k) with company match

Paid time off

Sabbatical after 5 years

Paid parental leave

Tuition reimbursement

Health, dental, and vision insurance

Job summary

Charles Schwab is seeking a Manager of Finance for Wealth Advisory to turn complex financial data into clear insights guiding forecasting, reporting, and strategic decisions. You will partner with Finance leaders and Wealth Advisory stakeholders to support revenue forecasting, financial modeling, and product performance analysis.

This role emphasizes collaboration, data-driven recommendations, and the ability to influence outcomes with senior leaders, aligning with Schwab's culture of trust and

Qualifications

• Bachelor’s degree in Finance, Accounting, Economics, or related field.
• 5+ years of experience in financial planning, business analysis, financial reporting, or closely related finance work.
• Experience translating complex financial data into insights that support forecasting, planning, and business decision‑making.
• Experience partnering with senior leaders and influencing outcomes through analysis, recommendations, and clear communication.
• Advanced Microsoft Excel skills, including the ability to structure analysis, work with complex data, and support financial modeling.
• Advanced Microsoft PowerPoint skills to support executive‑level reporting, storytelling, and decision support.
• Ability to manage multiple priorities, deliver accurate work under deadlines, and adapt as business needs evolve.

Responsibilities

• Support revenue forecasting, reporting, business analysis, and financial modeling tied to wealth advisory offerings.
• Analyze trends to provide timely, accurate insights for monthly, quarterly, annual, and multi‑year forecasting.
• Collaborate with Finance leaders and Wealth Advisory stakeholders to guide strategic options.
• Balance technical finance expertise with clear communication to influence business decisions.

Skills

Financial analysis

Forecasting

Financial modeling

Excel

PowerPoint

Stakeholder communication

Multitasking

Education

Bachelor’s degree in Finance, Economics, Accounting

MBA or equivalent advanced degree

Tools

Microsoft Excel

Microsoft PowerPoint

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).

As a Manager, Finance supporting Wealth Advisory, you will help turn complex financial data into clear insights that guide business decisions, strategy, and long‑term client impact. In this role, you will partner closely with Finance leaders and Wealth Advisory stakeholders to support revenue forecasting, reporting, business analysis, and financial modeling tied to managed investing offers, net flows, advice fee revenue, product performance, and growth opportunities.

This is a highly collaborative role where your ability to analyze trends, solve problems, communicate clearly, and influence decisions will directly support leaders who are shaping the future of Schwab’s wealth solutions. You’ll contribute to monthly, quarterly, annual, and multi‑year forecasting processes; assess financial impacts of strategic options; strengthen reporting and data collection practices; and help modernize how the team delivers timely, accurate, and actionable insights. Success in this role will come from balancing technical finance expertise with curiosity, adaptability, sound judgment, and the ability to build trusted partnerships across the business.

What you have

Required qualifications

• Bachelor’s degree in Finance, Accounting, Economics, or a related field
• 5+ years of experience in financial planning, business analysis, financial reporting, or closely related finance work
• Experience translating complex financial data into insights that support forecasting, planning, and business decision‑making
• Experience partnering with senior leaders and influencing outcomes through analysis, recommendations, and clear communication
• Advanced Microsoft Excel skills, including the ability to structure analysis, work with complex data, and support financial modeling
• Advanced Microsoft PowerPoint skills to support executive‑level reporting, storytelling, and decision support
• Ability to manage multiple priorities, deliver accurate work under deadlines, and adapt as business needs evolve

Preferred qualifications

• MBA or equivalent advanced degree
• Experience in financial services, wealth management, asset management, or investment‑related business areas
• Experience in FP&A, embedded finance, or finance business partner roles
• Experience supporting revenue forecasting, product performance analysis, business cases, or multi‑year financial planning
• Strong communication skills, including the ability to present insights clearly to senior audiences
• Ability to identify process improvement opportunities across reporting, forecasting, data collection, and analysis
• Strong collaboration skills with the ability to build trusted relationships across Finance, business leadership, and cross‑functional partners

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

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