Specialist, Finance Rotation Program
About The Position
The Finance Specialist Development Program is an approximately three-year rotational program designed to build broad financial experience, strategic perspective, and a strong network across Schwab. As a Finance Specialist, you will provide financial oversight and decision support through analysis, forecasting, reporting, and process improvement while collaborating with business partners, cross-functional teams, and Finance leadership. Your work will help leaders understand business trends, evaluate performance, and make informed decisions that support Schwab’s priorities. Your first year will be with the Investor Services Enterprise Finance Consolidations team, where you will analyze financial and business data, support expense and metric forecasts, and communicate performance results to leadership. Future rotations may provide exposure to Central Finance, Treasury, Controllers, and the Finance Innovation Team, allowing you to develop experience across budgeting, forecasting, financial reporting, balance sheet management, accounting, capital markets, securities lending, and the data and systems used throughout the Finance organization. Throughout the program, you will balance analytical, project-oriented, reporting, and transactional responsibilities while learning how complex financial processes operate. You will use data to identify meaningful insights, solve problems independently, recommend improvements, and help create greater efficiency, scale, and transparency. Success will require sound decision making, attention to detail, curiosity, adaptability, and the ability to manage multiple priorities while building trusted relationships across teams and locations. After successful completion of the program, qualified Finance Specialists may have the opportunity to advance into a Senior Specialist role within Finance.
Requirements
- Undergraduate degree in Finance, Accounting, Economics, or a related field
Nice To Haves
- Knowledge of finance and accounting principles and the ability to apply them when analyzing business performance and supporting decision making
- Data Analysis skills, including experience extracting, consolidating, manipulating, and summarizing large volumes of data
- Microsoft Excel proficiency, including an understanding of financial modeling best practices
- Analytical Thinking and Attention to Detail when reviewing financial information, identifying trends, and producing accurate results
- Problem Solving skills with the ability to investigate how a process works, evaluate information independently, and recommend practical solutions
- Communication skills with the ability to translate financial analysis into clear written and verbal insights for business partners and leadership
- Cross-Functional Collaboration skills and an openness to building relationships with colleagues across Finance, the business, and multiple geographic locations
- Adaptability and Learning Agility when moving between assignments, developing knowledge of new Finance functions, and responding to changing priorities
- Priority Management skills with the ability to organize and deliver multiple concurrent assignments
- Initiative and a Results Orientation, with the ability to take ownership, follow through on commitments, and contribute to shared outcomes
Responsibilities
- Provide financial oversight and decision support through analysis, forecasting, reporting, and process improvement.
- Collaborate with business partners, cross-functional teams, and Finance leadership.
- Analyze financial and business data.
- Support expense and metric forecasts.
- Communicate performance results to leadership.
- Develop experience across budgeting, forecasting, financial reporting, balance sheet management, accounting, capital markets, securities lending, and the data and systems used throughout the Finance organization.
- Identify meaningful insights using data.
- Solve problems independently.
- Recommend improvements to create greater efficiency, scale, and transparency.
Benefits
- In addition to the salary range, this role is eligible for bonus or incentive opportunities.
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What This Job Offers
Job Type
Full-time
Career Level
Entry Level
