Sr Manager, Finance

Charles Schwab; Omaha (NE); Hybrid; USD 120,000 - 180,000; Full time

Benefits offered by this job

401(k) with company match

Paid vacation

Sabbatical after 5 years

Parental leave

Tuition reimbursement

Health, dental, and vision insurance

Job summary

Charles Schwab is seeking a Senior FP&A Manager to serve as a trusted partner supporting the Retail International business. You will lead planning, analysis, reporting, and forecasting while partnering with senior leaders to drive growth and financial governance.

This role offers hybrid work and emphasizes executive communication, data storytelling, and senior stakeholder collaboration to deliver actionable insights and strategic impact.

Qualifications

• 5+ years in financial planning & analysis with progression to complex roles.
• Bachelor’s degree in finance, economics, or related field.
• Exhibit executive presence, communicate with data-driven storytelling.
• Translate complex financial concepts for executive audiences.
• Strong attention to detail and issue resolution.
• Advanced Excel, PowerPoint, and financial modeling skills.
• Proactive self-starter and team player in a fast-paced environment.
• Experience with ERP software; SQL a plus.
• MBA or equivalent graduate degree preferred.

Responsibilities

• Lead FP&A for Retail International; manage month-end close, variance analysis, risks & opportunities, forecasts, and long-range planning.
• Develop executive presentations and present monthly financial results.
• Coordinate across the organization to ensure clear communication lines.
• Partner with International senior leaders to understand drivers and growth strategies.
• Structure and lead ad hoc analytical projects for strategic initiatives.
• Evaluate opportunities and build financial models for business cases.
• Support growth and development of peers within Enterprise Finance.
• Assist people leaders to drive team engagement.

Skills

Advanced Excel

PowerPoint

Financial modeling

Storytelling with data

ERP systems

SQL (plus)

Proactive team player

Executive communication

Education

Bachelor's degree in finance/economics

MBA or equivalent graduate degree

Tools

IBM Planning Analytics

Power BI

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.

The FP&A Senior Manager will serve as the trusted Finance business partner supporting Schwab’s Retail International business. The International Services organization offers clients outside of the United States the ability to invest in U.S. markets; providing trading, service, and solutions to help clients invest in the U.S. from abroad.

Our Retail Finance team’s objectives are to help business partners drive operational leverage and maximize profitability through rigorous analysis to support strategic decision making and planning, understand business trends, and communicate performance. This individual contributor role will play a significant role in providing financial planning and analytical insights to influence outcomes and ensuring alignment with corporate financial goals. The successful candidate will partner closely with Retail International executives to ensure strong financial governance and influence across a complex and evolving business landscape.

What you have

• 5+ years of experience in financial planning & analysis, demonstrating progression into increasingly complex roles
• Bachelor’s degree in finance, economics, or related field
• Exhibit strong executive presence, communication skills, and ability to tell a compelling story with data
• Translate complex financial concepts into clear business recommendations for executive audiences
• Strong attention to detail and accuracy, with a proven ability to identify and resolve issues
• Advanced skills in Excel, PowerPoint, and financial modeling
• Proactive self-starter and team player who can work independently in a challenging and fast-paced, time-sensitive environment
• Demonstrate sound business judgement, strategic thinking, embraces change, and leads through ambiguity with resilience and accountability
• Experience with ERP software or similar tools such as IBM Planning Analytic, Power BI, etc. SQL a plus.
• MBA or equivalent graduate degree preferred

What You’ll Do

• Lead financial planning and analysis for the Retail International organization. Manage month-end close, conduct P&L variance analysis, identify risks & opportunities, prepare quarterly financial forecasts, annual plans and long-range planning, ensure timely and accurate reporting as well as tracking Key Performance Indicators (KPIs)
• Develop executive presentations and present monthly financial results
• Coordinate across the organization to ensure clear lines of communication
• Partner closely with International senior leaders to understand business drivers, evaluate growth strategies, and identify business performance and trends to recommend actionable insights with measurable outcomes
• Structure and lead ad hoc analytical projects to support strategic initiatives
• Evaluate opportunities and build financial models for business cases to assess financial returns of growth initiatives, including scale & efficiency
• Fosters growth and development of peers on the team; being vested in the success of the Enterprise Finance organization
• Support people leaders within the broader Enterprise Finance team to drive team engagement

In addition to the salary range, this role is also 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