Manager, Finance
About The Position
Schwab Technology Services Finance helps technology leaders understand financial performance, anticipate future costs, and make informed investment decisions. The Manager, Finance serves 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. The position leads financial planning and analysis across these organizations, partnering with technology leaders and Accounting to support planning, financial governance, cost efficiency, and investment decisions. It also identifies opportunities to modernize planning and reporting processes, including through GenAI. In addition to the salary range, this position is also eligible for bonus or incentive opportunities.
Requirements
- Bachelor’s degree in Finance, Economics, Accounting, or a 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 championing 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 and interpersonal skills.
- Comfortable partnering with senior leaders to drive business outcomes.
- Financial planning and scenario modeling experience.
Responsibilities
- 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.
Benefits
- Bonus or incentive opportunities
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What This Job Offers
Job Type
Full-time
Career Level
Manager
