Manager, Finance

Charles Schwab Inc.; Westlake (TX); In loco; USD 120.000 - 180.000; Tempo pieno

Descrizione del lavoro

Charles Schwab Corporation is seeking a Manager, Finance to partner with CTET, AI.x, and OCTO, leading budgeting, forecasting, and reporting. You will turn financial data into insights to guide technology spending decisions and collaborate with senior leaders to drive business outcomes.

You will oversee monthly close, build models for scenarios and business cases, and identify cost-efficiency opportunities across the technology portfolio, including GenAI modernization efforts.

Competenze

• Bachelor’s degree in Finance, Economics, Accounting, or related field.
• 5 years of experience in Finance.
• Understanding of internal software capitalization accounting and governance.
• Experience modernizing cross-functional financial processes and GenAI capabilities.
• Strong multi-project delivery in a fast-paced environment.
• Analytical problem structuring and forecasting analysis.
• Strong written and oral communication; ability to partner with senior leaders.
• Financial planning and scenario modeling experience.

Mansioni

• Lead FP&A for CTET, AI.x, and OCTO, including monthly close, forecasting, annual planning, and variance analysis.
• Partner with technology leaders to translate priorities into budgets and forecasts.
• Build financial models to support scenario planning and business cases.
• Deliver clear monthly reporting and leadership commentary with risks and opportunities.
• Collaborate with Accounting on accruals and software capitalization.
• Identify opportunities to improve cost efficiency and simplify planning and reporting, including GenAI.
• Perform ad hoc analysis on technology trends and expense impact.

Conoscenze

GenAI capabilities

Cross-functional collaboration

Financial forecasting

Budgeting

Variance analysis

Communication

Strategic thinking

Formazione

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

5 years of experience in Finance

Descrizione del lavoro

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.

Schwab Technology Services Finance helps technology leaders understand financial performance, anticipate future costs, and make informed investment decisions. As a Manager, Finance, you will serve as the finance partner to Client Trading Experience Technology (CTET), the Schwab AI Transformation organization (AI.x), and the Office of the CTO (OCTO), owning budgeting, forecasting, and reporting and turning financial data into clear insights that inform technology spending decisions.

What you have

• Bachelor’s degree in Finance, Economics, Accounting, or related field
• 5 years of experience in Finance
• Deep understanding of internally developed software capitalization accounting and governance
• Systems thinker with proven experience modernizing cross-functional financial processes and champion of GenAI capabilities
• Proactive, self-starter, able to manage and deliver multiple projects and succeed in a time-sensitive, fast-paced environment with minimal direction
• Ability to logically structure analytical problems and use critical reasoning skills to evaluate financial forecasts
• Excellent oral and written communication skills and interpersonal skills
• Comfortable partnering with senior leaders to drive business outcomes
• Financial planning and scenario modeling experience is important

What you'll do:

• Lead FP&A for CTET, AI.x, and OCTO, including monthly close, forecasting, annual planning, and variance analysis.
• Partner with technology leaders to translate business priorities into budgets and forecasts.
• Build financial models to support scenario planning, business cases, and investment decisions.
• Deliver clear monthly reporting and leadership commentary, including key risks and opportunities.
• Partner with Accounting on accruals and internally developed software capitalization.
• Identify opportunities to improve cost efficiency and simplify planning and reporting processes, including through GenAI.
• Perform ad hoc analysis on business and technology trends and their expense impact.

In addition to the salary range, this position is also eligible for bonus or incentive opportunities