Senior Specialist, Finance, Revenue Planning Team

Charles Schwab Corporation•San Francisco, CA

45d

About The Position

At Schwab, you're empowered to make an impact on your career. Here, innovative thought meets creative problem solving, helping us "challenge the status quo" and transform the finance industry together. The Corporate FP&A group provides forecasting and decision support for stakeholders across the organization, including the CFO, Board of Directors, Investor Relations, and others. Within Corporate FP&A, the Revenue Forecasting team is responsible for forecasting revenues across the entire company. Since Schwab's revenue model is highly complex and dependent on several dynamic macroeconomic factors, the Revenue Forecasting team plays a crucial role in helping senior leadership understand our future financial picture in order to make key decisions. This position plays a significant role in developing and providing senior management with a consolidated net income forecast on a regular basis, performing detailed analysis of revenue components, handling forecasting models, and performing ad hoc analysis. This will be a great opportunity to gain business knowledge and exposure within Schwab with strong potential for future career growth.

Requirements

Bachelor's degree in Finance, Economics, Accounting or related field
2+ years of related finance experience
Understanding of how financial services firms generate revenue, and how to analyze financial statements
Strong proficiency in Microsoft Excel and PowerPoint
Knowledge of finance and accounting principles and concepts
Strong communication and relationship building skills
Sound business judgement and ability to deal with ambiguity
Proactive, self-starter and standout colleague who can work well in a fast-paced, time-sensitive environment
Shown superior analytical skills and strong attention to detail
Ability to work as a team to deliver results

Nice To Haves

Knowledge of IBM TM1 or Planning Analytics or similar database/OLAP tool is a plus

Responsibilities

Collaborate with business partners and team members to forecast rates, assets, balances, revenue and net income
Understand Schwab's business model and the different ways we earn revenue
Perform detailed data analysis to help support senior leadership
Identify key themes and trends in financial data and assess inputs to a financial model
Continuously improve processes and drive automation to align with business objectives and create efficiencies for the team
Initiate and deliver ad hoc analyses of key revenue trends, drivers, and metrics to influence decisions
Enhance current modeling capabilities
Ensure revenue models are in alignment with Model Risk Oversight standards