Senior Finance Lead — Wealth Advisory & Forecasting

Charles Schwab; Westlake (TX); On-site; USD 140,000 - 200,000; Full time

Benefits offered by this job

401(k) with company match

Employee stock purchase plan

Paid time off

Sabbatical after 5 years of service

Parental leave and family benefits

Tuition reimbursement

Health, dental, and vision insurance

Job summary

Schwab is seeking a Senior Team Manager, Finance to own FP&A for Wealth Advisory offerings and lead a high-performing team focused on forecasting, analytics, and financial modeling. You will partner with Sales, Strategy, and Product Management to drive driver-based planning and informed decision-making.

You will translate complex data into clear, actionable insights for senior leadership, ensuring sustainable growth and strong partnerships across Finance and business lines.

Qualifications

• Bachelor’s degree in Finance, Accounting, Economics, Business or related field.
• 7+ years of FP&A leadership experience driving financial outcomes at P&L level.
• Experience analyzing drivers, developing forward-looking assumptions, and explaining changes in performance.
• Experience using SQL, Python, data-querying tools, financial systems, and driver-based models.
• Proven record of coaching and developing finance professionals.

Responsibilities

• Own FP&A for Schwab Wealth Advisory offerings (Wealth Advisory & Schwab Advisor Network).
• Lead a team responsible for forecasting, analytics, financial modeling, and complex business cases.
• Translate financial data into clear recommendations for senior leaders to drive sustainable growth.

Skills

SQL

Python

Driver-based models

Leadership

Communication

Education

Bachelor’s degree in Finance, Accounting, Economics, Business

MBA (preferred)

Job description

Schwab is seeking a Senior Team Manager, Finance to own FP&A for Wealth Advisory offerings and lead a high-performing team focused on forecasting, analytics, and financial modeling. You will partner with Sales, Strategy, and Product Management to drive driver-based planning and informed decision-making.

You will translate complex data into clear, actionable insights for senior leadership, ensuring sustainable growth and strong partnerships across Finance and business lines.