Sr Manager, Finance

Charles Schwab; Westlake (TX); Hybrid; USD 120,000 - 180,000; Full time

Job summary

Charles Schwab is seeking an FP&A Senior Manager to serve as a trusted partner for Schwab's Retail International business. This role drives financial planning, analysis, and governance across a complex international client base investing in U.S.

markets from abroad. The successful candidate will lead month-end close, develop executive-ready insights, and collaborate with senior leaders to identify risks, opportunities, and strategic growth initiatives, while guiding peers in a fast-paced

Qualifications

• 5+ years of experience in financial planning & analysis.
• Bachelor’s degree in finance, economics, or related field.
• Strong executive presence and ability to tell a data-driven story for executives.
• Translate complex financial concepts into clear business recommendations.
• Advanced skills in Excel, PowerPoint, and financial modeling.

Responsibilities

• Lead financial planning and analysis for the Retail International organization.
• Manage month-end close, variance analysis, and forecasting.
• Develop executive presentations and present monthly results.
• Coordinate across the organization for clear communication.
• Structure and lead ad hoc analytical projects to support strategic initiatives.

Skills

Executive presence

Storytelling with data

Financial analysis

Strategic thinking

Team collaboration

Education

Bachelor's degree in finance or economics

MBA or equivalent graduate degree preferred

Tools

Power BI

IBM Planning Analytics

SQL

ERP software

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