Bank Manager - Finance
About The Position
Charles Schwab Bank is seeking a Finance Manager to strengthen the reporting and analytics that support its mortgage, Pledged Asset Line, Home Equity Line of Credit, and other lending portfolios. Your work will improve the availability, timeliness, and quality of information used by senior leaders to understand loan pricing, originations, pipeline activity, portfolio performance, and emerging trends. You will translate complex data into clear insights, develop and automate reporting solutions, establish meaningful success metrics, and apply sound judgment to evolving business questions. Working across Finance, engineering, Credit Risk Management, Accounting, and Treasury, you will define reporting needs, solve data challenges, and support compliance, regulatory, and audit requests. This role offers the opportunity to influence decisions, improve reporting processes, and build trusted partnerships across Schwab Bank.
Requirements
- Bachelor’s degree in business, finance, or a related field
- 5+ years of relevant experience in finance, data analysis, or reporting
- Advanced Microsoft Excel skills, including experience developing reporting and analytical solutions
- Demonstrated ability to analyze complex information and translate findings into clear, actionable insights
- Strong Problem Solving, Critical Thinking, and Decision Making skills
- Ability to communicate effectively, influence stakeholders, and build Cross-Functional Collaboration
- Ability to organize competing priorities while maintaining accuracy and attention to detail
Nice To Haves
- Experience using Microsoft SQL Server or Google BigQuery to gather, clean, transform, and analyze data
- SQL experience, including the ability to develop efficient queries supporting reporting solutions
- Experience with Microsoft Power Query, Power Pivot, or comparable data and reporting tools
- Experience automating reporting processes and integrating data from multiple systems
- Knowledge of lending products, loan pricing, originations, portfolio reporting, or banking operations
- Experience supporting Regulatory Reporting, Regulatory Audits, or internal and external audit requests
- Demonstrated Adaptability and Process Improvement in a changing reporting environment
Responsibilities
- Translate complex data into clear insights
- Develop and automate reporting solutions
- Establish meaningful success metrics
- Apply sound judgment to evolving business questions
- Define reporting needs
- Solve data challenges
- Support compliance, regulatory, and audit requests
- Influence decisions
- Improve reporting processes
- Build trusted partnerships across Schwab Bank
Benefits
- bonus or incentive opportunities
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What This Job Offers
Job Type
Full-time
Career Level
Manager
