Senior FP&A Leader — Enterprise Expense & Forecasting

Charles Schwab Corporation; Lone Tree (CO); On-site; USD 130,000 - 190,000; Full time

Job summary

Charles Schwab Corporation in Colorado is seeking a Senior Manager, Corporate FP&A Expense Management to lead enterprise expense forecasting, consolidation and reporting, and to partner across Finance and business teams to improve forecast accuracy and strategic decision-making.

You will own the enterprise expense story, support monthly forecasts and annual planning, perform ad hoc analysis, and communicate insights to senior leadership while maintaining controls and governance in a fast-paced,

Qualifications

• Bachelor's degree in Finance, Economics, Accounting or related field.
• 8+ years of progressive experience in FP&A, corporate finance, accounting, or related discipline.
• Strong experience with budgeting, forecasting, financial modeling, variance analysis, management reporting, and performance management.
• Solid understanding of financial statements, corporate finance concepts, expense management, and business performance drivers.
• Strong analytical, problem-solving, and critical thinking skills with the ability to structure complex problems and develop practical solutions.
• Demonstrated ability to synthesize large amounts of information and communicate complex financial concepts to a variety of audiences.
• Proven ability to influence outcomes through collaboration, relationship building, and constructive challenge.
• Advanced proficiency in Excel and PowerPoint; experience with TM1 or planning systems preferred.
• Financial services industry experience preferred.

Responsibilities

• Support enterprise expense planning, forecasting, consolidation, and management reporting across monthly forecasts, quarterly outlooks, annual planning, and long-range planning cycles.
• Partner with Enterprise Finance teams and business leaders to consolidate forecast results, risks, opportunities, key assumptions, and variance explanations into a comprehensive enterprise expense outlook.
• Own enterprise Scale and Efficiency consolidation and reporting which shapes our forecast outlook.
• Analyze expense performance, forecast variances, business drivers, and emerging trends to develop actionable insights and recommendations for Finance leadership.
• Develop and communicate the enterprise expense story by translating complex financial information into clear, concise, and executive-ready messaging. Support presentations for forecast reviews, close meetings, planning cycles, and senior leadership discussions.
• Support performance management routines, including variance analysis, KPI reporting, scenario analysis, and risk and opportunity assessments that improve decision-making and accountability.
• Challenge forecast assumptions, identify disconnects, evaluate risks, and work collaboratively with Finance partners to improve forecast accuracy, transparency, and consistency.
• Coordinate and support Finance governance, controls, and compliance activities associated with enterprise forecasting and reporting processes.
• Perform ad hoc financial analysis and scenario modeling to evaluate financial implications of business decisions, emerging trends, and strategic initiatives.
• Build trusted partnerships across Finance and the business while effectively managing competing priorities in a fast-paced and highly visible environment.

Skills

Forecasting

Financial modeling

Variance analysis

Excel

PowerPoint

Communication

Collaboration

Problem solving

Education

Bachelor's degree in Finance, Economics, Accounting

Tools

TM1 (IBM Planning Analytics)

Power BI

ERP systems

Job description

Charles Schwab Corporation in Colorado is seeking a Senior Manager, Corporate FP&A Expense Management to lead enterprise expense forecasting, consolidation and reporting, and to partner across Finance and business teams to improve forecast accuracy and strategic decision-making.

You will own the enterprise expense story, support monthly forecasts and annual planning, perform ad hoc analysis, and communicate insights to senior leadership while maintaining controls and governance in a fast-paced,