Senior MD, Finance Transformation & Cloud ERP

Charles Schwab; Westlake (TX); Hybrid; USD 250,000 - 360,000; Full time

Benefits offered by this job

401(k) with company match

Paid sabbatical after 5 years of 서비스

Parental leave and family building

Tuition reimbursement

Health, dental, and vision insurance

Job summary

Charles Schwab seeks a Managing Director of Finance Transformation to lead a multi-year Cloud ERP modernization and AI-enabled finance initiative. You will partner with Finance, Technology, Data and Risk to define strategy and drive execution across ERP and AI programs.

This executive role sits at the intersection of Finance and Technology, requiring 15+ years of leadership, strong governance, and the ability to deliver measurable value within a regulated financial services environment.

Qualifications

• 15+ years of progressive leadership experience in Finance, Technology, Strategy, Consulting, Data, Transformation, or related functions.
• Experience overseeing ERP implementations such as Workday, Oracle Fusion, SAP, or comparable platforms in large, complex environments.
• Proven executive leadership delivering large-scale ERP, Finance modernization, or enterprise platform initiatives.
• Demonstrated success leading cross-functional programs with multiple business units and stakeholders.
• Strong understanding of Finance operating models, accounting, treasury, regulatory reporting, risk management, and data governance.

Responsibilities

• Define and lead multi-year Finance Transformation strategy including Cloud ERP modernization, data strategy, AI enablement, and operating model evolution.
• Own ERP implementation delivery from roadmap to adoption and value realization.
• Partner with Finance, Technology, HR, Procurement, and Data to redesign processes and simplify ecosystems.
• Oversee vendor evaluations, contracts, and long-term platform strategy.
• Ensure a future-state architecture with trusted data, analytics, and AI-ready infrastructure.

Skills

ERP leadership

Executive stakeholder mgmt

Finance transformation

Cross-functional collaboration

Regulated finance

Education

Advanced degree (MBA or equivalent)

Tools

Workday

Oracle Fusion

SAP

Cloud ERP

Job description

Charles Schwab seeks a Managing Director of Finance Transformation to lead a multi-year Cloud ERP modernization and AI-enabled finance initiative. You will partner with Finance, Technology, Data and Risk to define strategy and drive execution across ERP and AI programs.

This executive role sits at the intersection of Finance and Technology, requiring 15+ years of leadership, strong governance, and the ability to deliver measurable value within a regulated financial services environment.