Sr. Specialist, Finance

Charles Schwab; Westlake (TX); On-site; USD 75,000 - 110,000; Full time

Benefits offered by this job

401(k) with company match

Health, dental, and vision insurance

Hybrid work and flexibility

Job summary

Charles Schwab is seeking a Finance Analyst within the Schwab Asset Management (SAM) Finance team. This role supports financial analysis, planning, and strategic decision-making for Core Products & Solutions, including ETFs, mutual funds, and managed accounts, with primary FP&A support for SCFR.

You will collaborate across SAM, manage close processes, lead forecasts and planning cycles, and develop business cases for new product initiatives while driving efficiency improvements and partnering

Qualifications

• 2 - 3 years of finance experience
• Undergraduate degree in accounting or finance
• Solid understanding of Schwab’s P&L
• Proficient in Excel
• Proactive, results-focused operating style
• Ability to identify issues and seek resolutions
• Efficient time management skills
• Strong communication and collaboration skills
• Strong business partnering skills

Responsibilities

• Collaborate with multiple business partners across SAM to understand financial dynamics of Core Products & Solutions
• Manage the monthly close process and interface with business partners and leaders
• Lead quarterly financial forecasts and year-end planning for Core Products & Solutions, Vendor costs, and Off-Platform NNA
• Develop and evaluate business cases for new product rollouts
• Manage SAM monthly and quarterly KPI reporting
• Provide primary FP&A support for Schwab Center for Financial Research (SCFR)
• Continuously improve processes to align with business objectives and create efficiencies

Skills

Excel

Communication

Collaboration

Time management

Problem solving

Business partnering

Education

Bachelor's degree in accounting or finance

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.

Your Opportunity

The Schwab Asset Management (SAM) Finance team provides financial analysis and strategic decision support for the SAM enterprise, which manages more than $1.8T of client assets and over $3B in revenue. SAM provides a wide variety of products ranging from money market funds, index mutual funds, actively managed mutual funds, exchange traded funds, asset allocation fund-of-funds, and managed accounts. As a provider of core investment products, SAM is both an important enabler in fulfilling Schwab’s mission of helping everyone be financially fit and a critical engine in the company’s profitability and growth.

What you’ll do

Day-to-Day responsibilities will include (but not be limited to) the following:

• Collaborate with multiple business partners across SAM to understand financial dynamics of SAM’s Core Products & Solutions (ETFs, Mutual Funds, and Collective Investment Trusts)
• Manage the monthly close process, utilizing various financial tools and interpreting results to effectively interface with business partners and leaders
• Lead various quarterly financial forecasts and year end planning process for Core Products & Solutions, Asset-Based Vendor costs, and Off-Platform NNA
• Develop and evaluate Business Cases supporting economic viability of potential new product rollouts
• Manage SAM monthly and quarterly Key Performance Indicator (KPI) reporting process
• Primary FP&A support for Schwab Center for Financial Research (SCFR)
• Continuously improve current processes to align with business objectives and create efficiencies for the team
• Support ad hoc financial analyses in support of business and product initiatives

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

• 2 - 3 years of related finance experience
• Undergraduate degree in accounting or finance
• Solid understanding of Schwab’s P&L
• Proficient in excel
• Proactive, results-focused operating style
• Ability to identify issues and seek resolutions
• Efficient time management skills
• Strong communication and collaboration skills
• Strong business partnering skills

Preferred Qualifications

• Asset Management and Financial services industry experience a plus

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