Senior Finance Manager, Forecasting & Insights (Hybrid)
Charles Schwab
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Benefits offered by this job
Job summary
Charles Schwab in Omaha, NE is seeking a Senior Manager in Trading Services Finance to own and enhance the revenue forecast for Retail Trading. You will translate market movements and product mix into clear insights for senior leaders, supporting monthly performance, quarterly forecasting, and annual planning.
You will collaborate across Finance, Trading Services, Operations, and Risk, shaping reporting, controls, and assumptions while advancing your financial outlook in a dynamic,
Qualifications
- 7+ years of progressive Finance experience with forecasting ownership
- Experience analyzing financial and operational drivers
- Ability to present complex financial information to senior leaders
Responsibilities
- Own and improve revenue forecast for Retail Trading
- Support monthly performance analysis, quarterly forecasting, and annual planning
- Translate market movements and product mix into clear business insights
- Collaborate across Finance, Trading Services, Operations, and Risk
- Communicate concise point of view to senior leaders
Skills
Education
Tools
Job description
Charles Schwab in Omaha, NE is seeking a Senior Manager in Trading Services Finance to own and enhance the revenue forecast for Retail Trading. You will translate market movements and product mix into clear insights for senior leaders, supporting monthly performance, quarterly forecasting, and annual planning.
You will collaborate across Finance, Trading Services, Operations, and Risk, shaping reporting, controls, and assumptions while advancing your financial outlook in a dynamic,
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