On-Site FinOps IT Program Lead: Tech Investment & Dashboards

Charles Schwab Corporation; Phoenix (AZ); On-site; USD 140,000 - 190,000; Full time

Job summary

Charles Schwab Corporation is seeking an IT Program Management Lead within Schwab Technology Infrastructure Services in Phoenix. You will connect financial, workforce, vendor, and technology insights to guide investments and operational priorities, collaborating across engineering, finance, procurement, vendors, and leadership.

The role emphasizes building dashboards, reporting, and data-driven analyses to optimize technology costs and staffing, while ensuring governance and compliance.

Qualifications

• 8+ years of Infrastructure Financial Operations Management Experience.
• Proven experience analyzing complex financial, operational, and workforce data and translating findings into actionable business recommendations.
• Strong knowledge of budgeting, forecasting, capital planning, expense management, and financial analysis in a large enterprise environment.
• Experience managing technology vendor relationships, contract renewals, license utilization, forecasts, and spend optimization.
• Demonstrated ability to build dashboards, reporting, and executive-level presentations that turn complex information into clear insights.
• Strong analytical thinking and problem-solving skills, with the ability to identify trends, reconcile data across systems, challenge assumptions, and recommend improvements.
• Demonstrated success collaborating with technology, finance, procurement, and business stakeholders and influencing decisions without direct authority.
• Proficiency with data analysis and reporting tools such as Microsoft Excel, Power BI, Tableau, Apptio, or comparable platforms.
• Excellent written and verbal communication skills, with the ability to explain complex technology and financial concepts to diverse audiences.

Responsibilities

• Drive financial transparency and technology investment optimization by analyzing operating expenses, capital funding, labor costs, and technology spend to provide actionable insights that support strategic decision-making across Infrastructure & Operations.
• Manage and optimize vendor and contract portfolios by monitoring contract utilization, validating forecasts, supporting renewal negotiations, identifying cost optimization opportunities, and ensuring technology investments delivering expected business value.
• Lead workforce and resource planning activities by maintaining labor rosters, validating organizational and cost center alignment, tracking open positions, and providing reporting that enables leaders to make informed staffing and capacity decisions.
• Partner across engineering, finance, procurement, and leadership teams to develop dashboards, reporting, and business analyses that improve visibility into technology costs, initiative funding, and operational performance while enabling data-driven prioritization and investment decisions.
• Build strong relationships with key stakeholders, establishing clear roles, responsibilities, priorities, and expectations.
• Identify, track, and manage risks, issues, and action items, escalating concerns and removing barriers as needed.
• Prepare leadership presentations and reporting that clearly communicate status, priorities, and key considerations.
• Ensure organization follows established corporate standards, governance controls, and Legal, Compliance, and Vendor Management requirements.
• Apply technical and business knowledge to assess needs, evaluate impacts, resolve issues, build consensus, and recommend solutions.

Skills

Financial operations

Data analysis

Dashboards & reporting

Executive presentations

Vendor management

Strategic planning

Stakeholder influence

Communication

Technical & business alignment

Education

Bachelor's degree in Business/Finance/CS

PMP Certification

FinOps Certification

Technology Business Management Certification

Tools

Excel

Power BI

Tableau

Apptio

ServiceNow Financial Management

Job description

Charles Schwab Corporation is seeking an IT Program Management Lead within Schwab Technology Infrastructure Services in Phoenix. You will connect financial, workforce, vendor, and technology insights to guide investments and operational priorities, collaborating across engineering, finance, procurement, vendors, and leadership.

The role emphasizes building dashboards, reporting, and data-driven analyses to optimize technology costs and staffing, while ensuring governance and compliance.