Sr. Manager - Corporate Finance - Expense Planning

Charles Schwab; Westlake (TX); Hybrid; USD 120,000 - 160,000; Full time

Benefits offered by this job

401(k) with company match

Employee stock purchase plan

Paid vacation and sabbatical after 5th

Parental leave

Tuition reimbursement

Health, dental, and vision insurance

Job summary

Charles Schwab is seeking a Senior Manager in Corporate FP&A Expense Management. This role partners across Enterprise Finance and business teams to deliver accurate forecasts, identify risks and opportunities, and support executive decision-making in a fast-paced environment.

You will lead enterprise expense forecasting, reporting, and performance management, shaping Schwab’s expense outlook and long-range plans while driving continuous improvement in processes.

Qualifications

• Bachelor's degree in Finance, Economics, Accounting, or related field.
• 8+ years of FP&A, corporate finance, accounting, or related experience.
• Strong budgeting, forecasting, modeling, variance analysis, and reporting skills.
• Solid understanding of financial statements, expense management, and drivers.
• Ability to synthesize data and communicate complex concepts clearly.

Responsibilities

• Support enterprise expense planning, forecasting, consolidation, and management reporting for monthly, quarterly, annual, and long-range cycles.
• Consolidate forecast results, risks, opportunities, and variances with Enterprise Finance and business leaders.
• Own enterprise Scale and Efficiency consolidation and reporting to shape forecast outlook.
• Analyze expense performance and trends to deliver actionable insights for Finance leadership.
• Translate complex financial information into clear, executive-ready messaging for reviews and planning.

Skills

Budgeting

Forecasting

Financial modeling

Variance analysis

Management reporting

Performance management

Excel

PowerPoint

TM1 / IBM Planning Analytics

Education

Bachelor's degree in Finance, Economics, or Accounting

Tools

IBM Planning Analytics (TM1)

Excel

PowerPoint

Job description

Your opportunity

At Schwab, our purpose is to champion every client's goals with passion and integrity. The Corporate FP&A organization plays a critical role in bringing that purpose to life by helping leaders understand enterprise performance and make informed decisions that shape the company’s future. Positioned at the center of Finance, the team provides forward-looking forecasts, financial insights, and executive decision support to leaders across the organization, including the CFO.

Within Corporate FP&A, the Expense Forecasting team leads Schwab’s enterprise expense forecasting, consolidation, reporting, and performance management processes across monthly forecasts, quarterly outlooks, annual planning, and long-range planning cycles. The team helps leadership understand the business drivers, investment priorities, risks, opportunities, and financial outcomes shaping the company’s expense outlook. As a Senior Manager, Corporate FP&A Expense Management, you will play a key role in developing and communicating Schwab’s enterprise expense story. This individual contributor role partners broadly across Enterprise Finance and business teams to deliver accurate forecasts, identify emerging risks and opportunities, support executive decision-making, and drive continuous improvement across processes, reporting, and forecasting capabilities.

What you have

What You’ll Do

• 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.

What You Have

• Bachelor's degree in Finance, Economics, Accounting, or a related field.
• 8+ years of progressive experience in FP&A, corporate finance, accounting, financial analysis, 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.

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