Director, Finance_Workplace Services
About The Position
The Director of Finance leads a team supporting Workplace Services (WS) and serves as a trusted business advisor to key business partners. The role collaborates with the broader WS Finance team on revenue forecasting, analytics, and complex business cases. Finance supports WS and functions including Sales, Strategy, and Product Management through financial modeling, pricing, product and solution profitability analyses, and financial planning, analysis, and reporting. Workplace Services supports employers and their employees through Retirement Plan Services (RPS), which administers retirement or 401(k) plans; Stock Plan Services (SPS), which administers equity compensation plans; and Designated Brokerage Services (DBS), which helps firms monitor employee trading and acts as the designated broker for their employees.
Requirements
- At least 10 years of increasingly responsible financial leadership experience, including financial planning and business analysis.
- Ability to use strategic and analytical capabilities to provide thought leadership and advice to senior leadership and their teams.
- Ability to attract top talent and build high-performing teams; experience inspiring, empowering, and developing individuals to achieve strong engagement and trust through an authentic leadership style.
- Experience with direct people management or leadership.
- Exceptional ability to influence and build relationships and trust with business partners, with the executive presence to respectfully challenge the status quo.
- A change-agent mindset focused on continuous improvement and the ability to take decisive action collaboratively.
- Bachelor’s degree.
- Expertise in relational databases and experience with IBM Cognos or Hyperion Essbase.
Nice To Haves
- MBA or equivalent.
- Financial services industry experience.
- Experience with Business Objects.
Responsibilities
- Lead, develop, and coach a team of finance professionals.
- Advise business partners on strategic alternatives and the potential impact of decisions; provide insights into critical trends and evaluate opportunities supporting strategic and competitive growth initiatives.
- Identify opportunities to engage business partners strategically and operationally in support of firm objectives, involving colleagues across the organization as needed.
- Collaborate with business partners, WS Finance, Central Finance, and team members to simplify complex issues, break down barriers, and incorporate others’ ideas.
- Innovate and continuously improve reporting, forecasting, and financial modeling processes.
- Develop deep knowledge of Workplace Services’ businesses and products and serve as a thought partner to business partners and stakeholders across Schwab.
- Perform ad hoc analyses to understand business and product performance and P&L metrics.
- Manage driver-based modeling and financial planning and forecasting processes.
- Develop and present clear, concise communications tailored to the audience, particularly senior leadership and business partners.
Stand Out From the Crowd
Upload your resume and get instant feedback on how well it matches this job.
What This Job Offers
Job Type
Full-time
Career Level
Director
