Specialist, Finance Rotation Program

Charles Schwab; Westlake (TX); On-site; USD 70,000 - 95,000; Full time

Benefits offered by this job

401(k) match

Paid time off

Sabbatical after key milestones

Parental leave

Tuition reimbursement

Health, dental, and vision insurance

Job summary

Charles Schwab is offering a three-year Finance Specialist Development Program designed to build broad financial experience, strategic perspective, and a strong network across the firm. You will provide financial oversight, analysis, forecasting, and process improvement while collaborating with business partners and Finance leadership.

The first year focuses on Investor Services Enterprise Finance Consolidations, with future rotations across Central Finance, Treasury, Controllers, and the

Qualifications

• Undergraduate degree in Finance, Accounting, Economics, or a related field.
• Data analysis skills with the ability to extract, consolidate, and summarize data.
• Strong Excel proficiency and understanding of financial modeling.

Responsibilities

• Provide financial oversight and decision support through analysis, forecasting, and reporting.
• Coordinate with business partners, cross-functional teams, and Finance leadership.
• Support budgeting, forecasting, financial reporting, and process improvements across rotations.

Skills

Finance knowledge

Data analysis

Excel

Analytical thinking

Problem solving

Communication

Cross-functional collaboration

Adaptability

Priority management

Initiative

Education

Undergraduate degree in Finance/Accounting/Economics

Tools

Excel

Job description

Your opportunity

At Schwab, you’re empowered to make an impact on your career. Here, innovative thought meets creative problem solving, helping us challenge the status quo and transform the finance industry together. We believe in the importance of in-office collaboration and fully intend for the selected candidate for this role to work on site in the specified location(s).

The Finance Specialist Development Program is an approximately three-year rotational program designed to build broad financial experience, strategic perspective, and a strong network across Schwab. As a Finance Specialist, you will provide financial oversight and decision support through analysis, forecasting, reporting, and process improvement while collaborating with business partners, cross-functional teams, and Finance leadership. Your work will help leaders understand business trends, evaluate performance, and make informed decisions that support Schwab’s priorities.

Your first year will be with the Investor Services Enterprise Finance Consolidations team, where you will analyze financial and business data, support expense and metric forecasts, and communicate performance results to leadership. Future rotations may provide exposure to Central Finance, Treasury, Controllers, and the Finance Innovation Team, allowing you to develop experience across budgeting, forecasting, financial reporting, balance sheet management, accounting, capital markets, securities lending, and the data and systems used throughout the Finance organization.

Throughout the program, you will balance analytical, project-oriented, reporting, and transactional responsibilities while learning how complex financial processes operate. You will use data to identify meaningful insights, solve problems independently, recommend improvements, and help create greater efficiency, scale, and transparency. Success will require sound decision making, attention to detail, curiosity, adaptability, and the ability to manage multiple priorities while building trusted relationships across teams and locations. After successful completion of the program, qualified Finance Specialists may have the opportunity to advance into a Senior Specialist role within Finance.

What you have

Required Qualifications

• Undergraduate degree in Finance, Accounting, Economics, or a related field

Preferred Qualifications

• Knowledge of finance and accounting principles and the ability to apply them when analyzing business performance and supporting decision making
• Data Analysis skills, including experience extracting, consolidating, manipulating, and summarizing large volumes of data
• Microsoft Excel proficiency, including an understanding of financial modeling best practices
• Analytical Thinking and Attention to Detail when reviewing financial information, identifying trends, and producing accurate results
• Problem Solving skills with the ability to investigate how a process works, evaluate information independently, and recommend practical solutions
• Communication skills with the ability to translate financial analysis into clear written and verbal insights for business partners and leadership
• Cross-Functional Collaboration skills and an openness to building relationships with colleagues across Finance, the business, and multiple geographic locations
• Adaptability and Learning Agility when moving between assignments, developing knowledge of new Finance functions, and responding to changing priorities
• Priority Management skills with the ability to organize and deliver multiple concurrent assignments
• Initiative and a Results Orientation, with the ability to take ownership, follow through on commitments, and contribute to shared outcomes

In addition to the salary range, this role is eligible for bonus or incentive opportunities.

What’s in it for you

At Schwab, you’re empowered to shape your future. We champion your growth through meaningful work, continuous learning, and a culture of trust and collaboration—so you can build the skills to make a lasting impact. Our Hybrid Work and Flexibility approach balances our ongoing commitment to workplace flexibility, serving our clients, and our strong belief in the value of being together in person on a regular basis.

We offer a competitive benefits package that takes care of the whole you – both today and in the future:

• 401(k) with company match and Employee stock purchase plan
• Paid time for vacation, volunteering, and 28-day sabbatical after every 5 years of service for eligible positions
• Paid parental leave and family building benefits
• Tuition reimbursement
• Health, dental, and vision insurance