Senior Finance Manager, Asset Management FP&A

Charles Schwab Corporation; Westlake (TX); On-site; USD 130,000 - 180,000; Full time

Job summary

Charles Schwab Corporation is seeking a Senior Manager, SAM Finance to lead forecasting, planning, and reporting for the SAM enterprise. You will manage two finance professionals, deliver insightful analyses, and coach the team to higher performance.

The role emphasizes business insights, collaboration with SAM and Enterprise Finance, and executive-level communication to drive strategic decisions. Located on site in Texas, with growth in a fast-moving asset management business.

Qualifications

• Bachelor’s degree in Finance, Economics, Accounting, or a related field.
• 7+ years of progressive FP&A, corporate finance, or related financial analysis roles.
• Advanced analytical and financial modeling skills.
• Proven ability to build strong relationships across management levels and communicate complex financial concepts to senior audiences.
• Strong Excel and PowerPoint skills; experience with large datasets and multiple data sources.
• Experience effectively managing several workstreams/projects concurrently and independently.
• Ability to drive strong engagement among team members and colleagues is essential

Responsibilities

• Lead annual planning, quarterly forecasting, and monthly reporting processes for SAM enterprise, including expense and product revenue components.
• Analyze business performance, identify key trends, risks, and opportunities, and provide insights and decision support.
• Manage two direct reports, establishing clear objectives and development plans, and providing coaching on performance to accelerate their professional growth.
• Develop and review financial models, scenario analyses, and long-range forecasts to support strategic decision-making.
• Collaborate independently with partners in SAM and across Finance groups to simplify and improve processes and reduce risk.
• Prepare executive-level presentations with clear and focused messaging articulating financial results, forecasts, risks, and opportunities. Present directly to Sr. Leadership.
• Drive engagement forward within SAM Finance and across Enterprise Finance/Corp Planning through daily modeling of strong leadership behavior

Skills

Financial modeling

Advanced analytics

Stakeholder communication

Leadership coaching

Cross-functional collaboration

Education

Bachelor’s degree in Finance/Economics/Accounting

Tools

Excel

PowerPoint

Job description

Charles Schwab Corporation is seeking a Senior Manager, SAM Finance to lead forecasting, planning, and reporting for the SAM enterprise. You will manage two finance professionals, deliver insightful analyses, and coach the team to higher performance.

The role emphasizes business insights, collaboration with SAM and Enterprise Finance, and executive-level communication to drive strategic decisions. Located on site in Texas, with growth in a fast-moving asset management business.