Senior Finance Forecasting Lead – Trading Services
Charles Schwab
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Avantages offerts par ce poste
Résumé du poste
Charles Schwab in Westlake, TX is seeking a Senior Manager within Trading Services Finance to lead the revenue forecast for Schwab’s Retail Trading business. You will own an established forecasting framework and translate market movements and product mix into clear insights for senior leaders.
You will support monthly performance analysis, quarterly forecasting, annual planning, and the evaluation of volume‑driven trading expenses, collaborating across Finance, Trading Services, Operations,
Qualifications
- 7+ years of progressive Finance experience with forecasting ownership.
- Experience analyzing financial/operational drivers and explaining changes.
- Strong communication and storytelling to senior leaders.
- Ability to influence with credible, well-supported viewpoints.
- Cross-functional collaboration across Finance, business, risk or data partners.
Responsabilités
- Lead revenue forecast for Retail Trading business and own forecasting framework.
- Analyze drivers like trading activity, client behavior, and market conditions.
- Translate movements into insights for senior Finance and leaders.
- Support monthly performance, quarterly forecasting, and annual planning.
- Evaluate volume-sensitive trading expenses and governance processes.
Connaissances
Formation
Outils
Description du poste
Charles Schwab in Westlake, TX is seeking a Senior Manager within Trading Services Finance to lead the revenue forecast for Schwab’s Retail Trading business. You will own an established forecasting framework and translate market movements and product mix into clear insights for senior leaders.
You will support monthly performance analysis, quarterly forecasting, annual planning, and the evaluation of volume‑driven trading expenses, collaborating across Finance, Trading Services, Operations,
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