Onsite FP&A Finance Partner

Fairygodboss; Lone Tree (CO); On-site; USD 125,000 - 150,000; Full time

Benefits offered by this job

401(k) with company match

Employee stock purchase plan

Paid time off

Sabbatical after 5 years

Tuition reimbursement

Health, dental, and vision insurance

Job summary

Schwab is seeking a Finance Manager to provide financial oversight and decision support for Advisor Services. This on-site role combines financial planning with analytics and requires close collaboration with business leaders to forecast trends and guide investments.

You will develop and maintain financial plans, analyze variances, and present a clear finance point of view to leadership while driving process improvements and partnering across functions.

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 succinctly 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 effectively manage several work streams, deadlines and projects concurrently.
• Proficiency in sourcing data from multiple database applications and working efficiently to consolidate and summarize 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 closely 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 that will 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 that is valued by business leaders.
• Build strong partnerships to innovate and drive process efficiencies across the business and finance
• Perform ad hoc analysis related to understanding business trends, business performance, and segment performance

Skills

Financial analysis

Forecasting

Modeling

Excel

PowerPoint

Communication

Attention to detail

Project management

Data extraction from databases

SQL

Education

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

Tools

SQL

Excel

PowerPoint

Job description

Schwab is seeking a Finance Manager to provide financial oversight and decision support for Advisor Services. This on-site role combines financial planning with analytics and requires close collaboration with business leaders to forecast trends and guide investments.

You will develop and maintain financial plans, analyze variances, and present a clear finance point of view to leadership while driving process improvements and partnering across functions.