Finance Manager, Lending Finance & Analytics
About The Position
At Schwab, the selected candidate is expected to work on site at the specified location(s). The Finance Manager will support Schwab Bank Lending Finance & Analytics and help shape financial decisions across mortgage loans, Pledged Asset Lines, Home Equity Lines of Credit, and other lending products. The role translates complex financial and performance data into insights that help leaders assess growth opportunities, pricing strategies, and investments. The manager develops business cases, evaluates product profitability, supports forecasting and long-range planning, and uses scenario and sensitivity analysis to strengthen decision-making. The role works across Finance, Product, Treasury, Analytics, and business teams to challenge and validate assumptions, communicate insights to management and executive stakeholders, and improve model accuracy and transparency. Financial modeling, problem-solving, collaboration, and adaptability support stronger planning processes, reporting, data quality, and strategic decision support.
Requirements
- Bachelor’s degree in Finance, Accounting, Economics, Business, or a related field.
- 5+ years of experience in financial planning, business case development, forecasting, profitability analysis, or related finance functions.
- Strong financial modeling and analytical skills, including experience building, maintaining, and explaining complex forecasting and planning models.
- Strong Excel skills and ability to synthesize large datasets into meaningful business insights.
- Problem-solving and decision-making skills, including evaluating assumptions, financial impacts, risks, opportunities, scenarios, and performance drivers.
- Strong written and verbal communication skills, including the ability to translate complex analysis and present findings to senior leadership.
- Ability to work independently and collaborate effectively across multiple business functions.
- Strong attention to detail and intellectual curiosity.
Nice To Haves
- Experience supporting banking, lending, or financial services products.
- Experience developing product-level profitability frameworks and business cases.
- Knowledge of lending products such as mortgages, Pledged Asset Lines (PAL), Securities-Backed Lines (SBL), Home Equity Lines of Credit (HELOC), or other bank lending products.
- Experience evaluating strategic initiatives and measuring business-case performance against projected outcomes.
Responsibilities
- Shape financial decisions for mortgage loans, Pledged Asset Lines, Home Equity Lines of Credit, and other lending products.
- Translate financial and performance data into insights for evaluating growth opportunities, pricing strategies, and investments.
- Develop business cases and evaluate product profitability.
- Support forecasting and long-range planning.
- Use scenario and sensitivity analysis to strengthen decision-making.
- Work across Finance, Product, Treasury, Analytics, and business teams to challenge and validate assumptions.
- Communicate insights to management and executive stakeholders.
- Help improve model accuracy and transparency, planning processes, reporting, data quality, and strategic decision support.
Benefits
- Eligible for bonus or incentive opportunities in addition to the salary range.
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What This Job Offers
Job Type
Full-time
Career Level
Manager
