Manager Finance - Corporate FP&A Expense Management

Charles Schwab; San Francisco (CA); Hybrid; USD 140,000 - 210,000; Full time

Job summary

Charles Schwab is seeking a Manager, Corporate FP&A Expense Management in San Francisco. You will lead enterprise expense forecasting, consolidation, and reporting, partnering with Finance and business leaders to deliver accurate forecasts and actionable insights.

You will drive continuous improvement across processes, reporting, and planning, translating complex data into executive-ready messaging. The role emphasizes collaboration, governance, and a strong analytical skill set, with the

Qualifications

• 5+ years of progressive FP&A, corporate finance, accounting, or related discipline.
• Strong budgeting, forecasting, financial modeling, variance analysis, and management reporting experience.
• Solid understanding of financial statements, expense management, and performance drivers.
• Ability to communicate complex financial concepts to diverse audiences.
• Proven ability to influence outcomes through collaboration and challenge.

Responsibilities

• Support enterprise expense forecasting, consolidation, and management reporting across monthly forecasts and annual planning.
• Partner with Enterprise Finance and business leaders to consolidate forecast results and explain variances.
• Analyze expense performance and drivers to provide actionable insights to Finance leadership.
• Translate complex financial data into clear, executive-ready messaging for forecast reviews and planning cycles.
• Develop enterprise expense stories and support governance and controls across forecasting processes.
• Coordinate improvements to forecasting methodologies, reporting capabilities, and planning systems.

Skills

5+ years FP&A

Excel

PowerPoint

Financial Modeling

Variance Analysis

Cross-functional collaboration

Education

Bachelor's degree in Finance, Economics, or Accounting

Tools

IBM Planning Analytics (TM1)

Enterprise planning systems

Financial reporting platforms

Data visualization tools

Job description

Your opportunity

At Schwab, our purpose is to champion every client's goals with passion and integrity. The Corporate FP&A organization plays a critical role in bringing that purpose to life by helping leaders understand enterprise performance and make informed decisions that shape the company's future. Positioned at the center of Finance, the team provides forward-looking forecasts, financial insights, and executive decision support to leaders across the organization, including the CFO.

Within Corporate FP&A, the Expense Forecasting team leads Schwab's enterprise expense forecasting, consolidation, reporting, and performance management processes across monthly forecasts, quarterly outlooks, annual planning, and long-range planning cycles. The team helps leadership understand the business drivers, investment priorities, risks, opportunities, and financial outcomes shaping the company's expense outlook. As a Manager, Corporate FP&A Expense Management, you will play a key role in developing and communicating Schwab's enterprise expense story.

This individual contributor role partners broadly across Enterprise Finance and business teams to deliver accurate forecasts, identify emerging risks and opportunities, support executive decision-making, and drive continuous improvement across processes, reporting, and forecasting capabilities.

What you have

What You'll Do

• 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.

What You Have

• Bachelor's degree in Finance, Economics, Accounting, or a related field.
• 5+ years of progressive experience in FP&A, corporate finance, accounting, financial analysis, or a related discipline.
• Strong experience with budgeting, forecasting, financial modeling, variance analysis, management reporting, and performance management.
• Solid understanding of financial statements, corporate finance concepts, expense management, and business performance drivers.
• Strong analytical, problem-solving, and critical thinking skills with the ability to structure complex problems and develop practical solutions.
• Demonstrated ability to synthesize large amounts of information and communicate complex financial concepts to a variety of audiences.
• Proven ability to influence outcomes through collaboration, relationship building, and constructive challenge.
• Strong business judgment, intellectual curiosity, and comfort operating in ambiguous situations.
• Advanced proficiency in Excel and PowerPoint required. Experience with IBM Planning Analytics (TM1), enterprise planning systems, financial reporting platforms, or data visualization tools preferred.
• Financial services industry experience preferred.

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