Finance Manager- Data Analytics

Charles Schwab Inc. • Lone Tree, CO

9d • $125,000 - $160,000

About The Position

The Finance Manager serves as the primary data authority for the Wealth Advisory (WA) Finance team. This high-impact individual contributor role sits at the intersection of data engineering, financial analysis, and business intelligence. The Manager works with databases, raw data sets, and complex data pipelines, turning detailed data into actionable insights that support financial analysis across the WA Finance team. The role reports to the Director of Finance, Wealth Advisory, and provides data infrastructure and analytical support to the Senior Manager and the broader team.

The WA Finance team supports financial modeling, product and offer profitability analyses, and reporting for Wealth Advisory and business functions including Sales, Strategy, and Offer Management. The Finance Manager owns the data layer that enables this work, delivering reliable, timely data and analytical support.

The role involves designing and maintaining databases, pipelines, and automated workflows; extracting and transforming data across WA business domains; and producing clean, documented data outputs for forecasting, modeling, and reporting. The Manager also builds automated processes using Python, SQL, other coding languages, and AI tools, collaborates with finance, data, and technology partners, improves data processes, develops expertise in Wealth Advisory’s business and data, and delivers ad hoc analyses and custom data pulls.

Requirements

• At least 5 years of progressive experience in financial analysis, data analytics, or a related field, with demonstrated depth in data management and extraction.
• Expert proficiency in Python and SQL, including complex queries, data pipelines, and automation of analytical processes.
• Hands-on experience with relational databases and large, granular data sets, including identifying and resolving data quality issues in raw data environments.
• Demonstrated ability to use AI tools and techniques to design and implement scaled data processes that increase efficiency and analytical capacity.
• Experience with financial or business data domains such as billing, client assets, transactions, revenue and expense allocations, or similar.
• Track record as a high-performing individual contributor who owns complex analytical workstreams and delivers results with minimal oversight.
• Strong communication skills, including the ability to translate complex data findings into clear, actionable outputs for non-technical colleagues.
• Familiarity with analytical and financial systems.
• Bachelor’s degree in Finance, Accounting, Computer Science, Data Science, Economics, or a related field.

Nice To Haves

• Experience supporting a finance team in a data engineering or analytical infrastructure capacity, specifically enabling others to perform financial analysis.
• Knowledge of wealth management, investment advisory, or financial services business models and the data that drives them.
• Experience with additional coding languages, data visualization tools such as Power BI or Tableau, Alteryx, or cloud data platforms.
• MBA or advanced degree in a quantitative field.

Responsibilities

• Own, design, build, and maintain scalable databases, data pipelines, and automated workflows for the Wealth Advisory Finance team.
• Extract and transform data across billing, client assets, holdings, strategy, client transactions, expense and revenue allocations, household demographics, accounts, and flows to inform strategic financial decisions.
• Deliver clean, structured, and well-documented data outputs for forecasting, modeling, and reporting.
• Build scalable, automated data processes using Python, SQL, other coding languages, and AI tools.
• Collaborate with Wealth Advisory Finance colleagues and finance, data, and technology partners to understand data needs and expand the team’s data capabilities.
• Continuously improve data processes, introduce tools and techniques, and apply AI-enabled approaches to complex data challenges.
• Develop deep knowledge of how Wealth Advisory generates revenue, manages expenses, and serves clients, becoming the team’s data subject-matter expert.
• Deliver ad hoc data analyses and custom data pulls for business cases, forecasts, P&L performance reviews, and other team needs.
• Provide data infrastructure and analytical support to the Senior Manager and the broader Wealth Advisory Finance team.

What This Job Offers

• Job Type: Full-time
• Career Level: Manager