Sr Manager, Finance

Charles Schwab; San Francisco (CA); On-site; USD 180,000 - 230,000; Full time

Benefits offered by this job

401(k) match

Employee stock purchase plan

Paid time off and sabbatical after 5+

Parental leave and family building

Tuition reimbursement

Health, dental, and vision insurance

Job summary

Charles Schwab is seeking a Senior FP&A Manager to partner with the Retail International business. You will lead planning, analysis, and reporting, influencing governance and profitability across a global client base.

Responsibilities include month-end close, KPI tracking, and preparing executive presentations. You will translate complex data into clear strategic recommendations and work with senior leaders to drive growth.

Qualifications

• 5+ years of FP&A experience with progression into complex roles.
• Bachelor’s degree in finance, economics, or related field.
• Executive presence with ability to tell a compelling data story.
• Translate complex financial concepts into clear exec recommendations.
• Excellent attention to detail and issue resolution.
• Advanced Excel, PowerPoint, and financial modeling skills.
• MBA or equivalent graduate degree preferred.
• Experience with ERP software such as IBM Planning Analytics; Power BI a plus; SQL a plus.

Responsibilities

• Lead FP&A for Retail International; manage month-end close and KPI tracking.
• Prepare quarterly forecasts, annual plans and long-range plans.
• Develop and present monthly executive financial results.
• Coordinate across orgs for clear communication lines.
• Partner with international senior leaders to drive growth insights.
• Lead ad hoc analytics projects for strategic initiatives.
• Build financial models to assess growth initiatives.
• Support and mentor peers; drive engagement in Enterprise Finance.
• Foster growth of team; contribute to enterprise finance success.

Skills

Financial planning & analysis

Executive presence & communication

Storytelling with data

Translate complex financial concepts

Attention to detail

Strategic thinking

Team player

Independent working

Business judgement

Adaptability

Education

Bachelor's degree in finance/economics or related field

MBA or equivalent graduate degree preferred

Tools

IBM Planning Analytics

Power BI

SQL

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