On-Site Finance Manager: FP&A & Strategy Partner

Charles Schwab Corporation; Lone Tree (CO); On-site; USD 110,000 - 150,000; Full time

Job summary

Charles Schwab Corporation is seeking a Finance Manager for Advisor Services. This individual contributor role on site in Lone Tree, CO will own financial planning, forecasting, and analytics to support leadership and prioritize business initiatives.

You will partner with business leaders, drive reporting, and influence decision-making through data-driven insights. The role emphasizes analytical thinking, strong communication, and the ability to manage multiple work streams while delivering

Qualifications

• Bachelor’s degree in Finance, Accounting, Economics or related field.
• 3-5 years of related Financial Planning & Analysis or similar experience.
• Strong proficiency in financial analysis, forecasting, and modeling, with robust knowledge of Excel and PowerPoint.
• Strong written and verbal communication skills, including ability to synthesize data, develop recommendations, create presentations and present to leadership.
• Superior analytical skills with a high level of attention to detail.
• Self-motivated, results-oriented self-starter with capability to manage several work streams, deadlines and projects concurrently.
• Proficiency in sourcing data from multiple database applications and consolidating large data sets.

Responsibilities

• Build deep expertise of the Advisor Service business and become a valued thought partner with business partners and stakeholders in other areas of Schwab.
• Develop and maintain financial plans, partnering with functional leaders to create detailed forecasts aligned to strategic goals.
• Facilitate financial close activities to analyze and explain monthly, quarterly, and annual variances to budget, forecast, and prior years.
• Create client analytics and reporting to inform important business investment and resource allocation decisions.
• Assess the financial impact of new business initiatives, strategic and efficiency initiatives, and project investments.
• Establish and communicate a finance "point of view" based on objective, fact-based analysis valued by leadership.
• Build partnerships to innovate and drive process efficiencies across business and finance.
• Perform ad hoc analysis related to understanding business trends and performance.

Skills

Financial analysis

Forecasting

Modeling

Excel

PowerPoint

Communication

Analytical thinking

Attention to detail

Education

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

Tools

Excel

PowerPoint

Job description

Charles Schwab Corporation is seeking a Finance Manager for Advisor Services. This individual contributor role on site in Lone Tree, CO will own financial planning, forecasting, and analytics to support leadership and prioritize business initiatives.

You will partner with business leaders, drive reporting, and influence decision-making through data-driven insights. The role emphasizes analytical thinking, strong communication, and the ability to manage multiple work streams while delivering