Senior FP&A Manager: Enterprise Expense Forecasting

Charles Schwab

Southlake (TX)

Hybrid

USD 140,000 - 180,000

Full time

3 days ago

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Benefits offered by this job

401(k) with company match

Employee stock purchase plan

Paid vacation

Sabbatical after 5 years

Paid parental leave

Tuition reimbursement

Health, dental, and vision insurance

Job summary

Charles Schwab is seeking a Senior Manager, Corporate FP&A Expense Management in Texas to lead enterprise expense forecasting, consolidation, and reporting. You will partner with Enterprise Finance and business leaders to deliver accurate forecasts, explain variances, and drive improvements across planning cycles.

The role requires 8+ years in FP&A or related fields, advanced Excel/PowerPoint skills, and experience with TM1 or similar planning tools.

Qualifications

Bachelor's degree in Finance, Economics, Accounting, or a related field.
8+ years of progressive experience in FP&A, corporate finance, accounting, or a 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.
Strong business judgment, intellectual curiosity, and comfort operating in ambiguous situations.
Advanced proficiency in Excel and PowerPoint required. Experience with IBM Planning Analytics (TM1), enterprise planning systems, financial reporting platforms, or data visualization tools 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.