Sr Manager, Finance (PL)

Charles Schwab; San Francisco (CA); On-site; USD 150,000 - 230,000; Full time

Benefits offered by this job

401(k) with company match

Employee stock purchase plan

Paid time off, volunteering, and 28‐/s

Paid parental leave

Tuition reimbursement

Health, dental, and vision insurance

Job summary

Charles Schwab in San Francisco seeks a Senior Manager for SAM Finance to lead forecasting, planning, and monthly reporting for the SAM enterprise. You will manage two finance professionals, build impactful financial models, and deliver insights to inform the Central Planning process.

You will partner with SAM and other Finance groups to simplify processes, reduce risk, and coach your team toward greater ownership and independence. The role emphasizes people development and business insights.

Qualifications

• Bachelor’s degree in Finance, Economics, Accounting, or related field.
• 7+ years of FP&A, corporate finance, strategic finance, or related financial analysis experience.
• Advanced analytical and financial modeling skills.
• Proven ability to build relationships across management levels and communicate complex financial concepts to senior audiences.
• Strong Excel and PowerPoint skills; experience working with large datasets and multiple data sources.
• Experience effectively managing several workstreams/projects concurrently and independently.
• Ability to drive engagement among team members and colleagues.

Responsibilities

• Lead annual planning, quarterly forecasting, and monthly reporting processes for SAM enterprise, including both expense and product revenue components.
• Analyze business performance, identify key trends, risks, and opportunities, and provide insights and decision support.
• Manage two direct reports, establishing clear objectives and development plans, and providing coaching on performance to accelerate their professional growth.
• Develop and review financial models, scenario analyses, and long-range forecasts to support strategic decision-making.
• Collaborate independently with partners in SAM and across Finance to simplify and improve processes and reduce risk.
• Prepare executive-level presentations with clear messaging, articulating financial results, forecasts, risks, and opportunities; present to Sr. Leadership.
• Drive engagement within SAM Finance and Enterprise Finance by modeling leadership behaviors.

Skills

Analytical skills

Financial modeling

Excel

PowerPoint

Stakeholder management

Education

Bachelor’s degree in Finance, Economics, Accounting

Tools

Excel

PowerPoint

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.

The SAM Finance team provides financial analysis and strategic decision support for Schwab's Asset Management enterprise, which manages more than $1.8T of client assets and over $3B in revenue.

The Senior Manager, SAM Finance will lead key forecasting, planning, reporting, and business case activities while managing and developing a team of two finance professionals. Success in this role requires strong analytical capabilities, exceptional business partnership skills, a continuous improvement mindset, and a passion for coaching and developing talent.

While this role will involve some reporting and process building/improvement, it's heavily weighted towards creating insights for the business, informing the Central Planning process, and developing people. The right candidate for this role brings not only a wealth of expertise in Finance, but will also bring a curiosity and capacity to learn about the Asset Management business, which is an exciting and fast-growing area of the company.

What You’ll Do

• Lead annual planning, quarterly forecasting, and monthly reporting processes for SAM enterprise, including both expense and product revenue components


• Analyze business performance, identify key trends, risks, and opportunities, and provide insights and decision support.


• Manage two direct reports, establishing clear objectives and development plans, and providing coaching on performance to accelerate their professional growth. Review work to ensure quality and accuracy while driving increased ownership and independence


• Develop and review financial models, scenario analyses, and long-range forecasts to support strategic decision-making.


• Collaborate independently with partners in SAM and across various Finance groups to simplify and improve processes and reduce risk, while breaking down any barriers to communication and/or execution


• Prepare executive-level presentations with clear and focused messaging articulating financial results, forecasts, risks, and opportunities. Present directly to Sr. Leadership


• Drive engagement forward both within SAM Finance team and across Enterprise Finance/Corp Planning through daily modeling of strong leadership behavior

What you have

To ensure that we have fulfilled our promise of \"challenging the status quo\", this role has specific qualifications that successful candidates should have.

Required Qualifications

• Bachelor's degree in Finance, Economics, Accounting, or a related field.


• 7+ years of progressive experience in FP&A, corporate finance, strategic finance, or related financial analysis roles


• Advanced analytical and financial modeling skills.


• Proven ability to build strong relationships across management levels and communicate complex financial concepts to senior audiences.


• Strong Excel and PowerPoint skills; experience working with large datasets and multiple data sources.


• Experience effectively managing several workstreams/projects concurrently and independently


• Ability to drive strong engagement among team members and colleagues is essential

Preferred Qualifications

• Financial services industry experience preferred.

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