Financial Services, Wealth Management, Brokerage

Manager, Finance

Westlake, TXOnsiteFull TimeManager / Head$85,500–$140,000 /yrPosted 9 days agoVisa sponsorship available

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Required skills

FP&A
budgeting
forecasting
planning
variance analysis
financial models
scenario planning
business cases
investment decisions
reporting

Nice to have

GenAI
Generative AI

Role summary

Schwab Technology Services Finance is seeking a Manager, Finance to partner with Client Trading Experience Technology (CTET), Schwab AI Transformation (AI.x), and the Office of the CTO (OCTO). This role involves owning budgeting, forecasting, and reporting, and transforming financial data into actionable insights for technology spending decisions. The ideal candidate will have a Bachelor's degree in Finance, Economics, or Accounting, 5 years of finance experience, a deep understanding of internally developed software capitalization, and experience modernizing financial processes. Responsibilities include leading FP&A, building financial models, delivering reports with commentary, partnering with Accounting, and identifying cost efficiencies, potentially leveraging Generative AI.

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.

Schwab Technology Services Finance helps technology leaders understand financial performance, anticipate future costs, and make informed investment decisions. As a Manager, Finance, you will serve as the finance partner to Client Trading Experience Technology (CTET), the Schwab AI Transformation organization (AI.x), and the Office of the CTO (OCTO), owning budgeting, forecasting, and reporting and turning financial data into clear insights that inform technology spending decisions.

What you have

Bachelor’s degree in Finance, Economics, Accounting, or related field
5 years of experience in Finance
Deep understanding of internally developed software capitalization accounting and governance
Systems thinker with proven experience modernizing cross-functional financial processes and champion of GenAI capabilities
Proactive, self-starter, able to manage and deliver multiple projects and succeed in a time-sensitive, fast-paced environment with minimal direction
Ability to logically structure analytical problems and use critical reasoning skills to evaluate financial forecasts
Excellent oral and written communication skills and interpersonal skills
Comfortable partnering with senior leaders to drive business outcomes
Financial planning and scenario modeling experience is important

What you'll do:

Lead FP&A for CTET, AI.x, and OCTO, including monthly close, forecasting, annual planning, and variance analysis.
Partner with technology leaders to translate business priorities into budgets and forecasts.
Build financial models to support scenario planning, business cases, and investment decisions.
Deliver clear monthly reporting and leadership commentary, including key risks and opportunities.
Partner with Accounting on accruals and internally developed software capitalization.
Identify opportunities to improve cost efficiency and simplify planning and reporting processes, including through GenAI.
Perform ad hoc analysis on business and technology trends and their expense impact.

In addition to the salary range, this position is also eligible for bonus or incentive opportunities

Ready to apply?

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