Sr Manager, Finance - Trading Services
About The Position
As a Senior Manager within Trading Services Finance, you will serve as a senior individual contributor responsible for the revenue forecast supporting Schwab’s Retail Trading business. You will own and improve an established forecasting framework, evaluate how trading activity, client behavior, product mix, market conditions, and commission rates affect financial performance, and translate those movements into clear insights for senior Finance and business leaders. Your impact will extend beyond producing an accurate forecast. You will identify the business drivers behind results, pressure-test assumptions, evaluate risks and opportunities, and communicate a concise point of view that helps leaders make informed decisions. This role also supports monthly performance analysis, quarterly forecasting, annual planning, and the evaluation of volume-sensitive trading expenses. Success will require strong Business Acumen, Analytical Thinking, Decision Making, and Storytelling. You will collaborate across Finance, Trading Services, Operations, Accounting, Risk, and data teams, adapting your communication to different audiences while maintaining accountability for the quality and credibility of the financial outlook. You will have the autonomy to strengthen reporting, controls, assumptions, and processes while developing deeper expertise in a dynamic, market-sensitive business.
Requirements
- Bachelor’s degree in Finance, Accounting, Economics, Business, or a related field
- 7+ years of progressive Finance experience, including ownership of a complex forecast, financial plan, or comparable decision-support process
- Experience analyzing financial and operational drivers, developing forward-looking assumptions, and explaining material changes in business performance
- Demonstrated Business Acumen and Decision Making, with the ability to form and defend a well-supported point of view when information is incomplete or assumptions are challenged
- Demonstrated Communication and Storytelling skills, including experience presenting complex financial information and recommendations to senior leaders
- Experience using Problem Solving and Analytical Thinking to evaluate financial results, identify root causes, and recommend practical actions
- Experience with Stakeholder Management and Cross-Functional Collaboration across Finance, business, operational, accounting, risk, or data partners
Nice To Haves
- Experience supporting trading, brokerage, wealth management, capital markets, banking, payments, financial technology, or another transaction- or volume-driven business
- Experience improving an established financial model, reporting process, governance structure, or control environment
- Proficiency in Microsoft Excel and Microsoft PowerPoint, including the ability to analyze large data sets and create executive-ready financial presentations
- Experience with SQL, data-querying tools, financial systems, driver-based models, or other analytical technologies
- Experience with Strategic Planning, Financial Reporting, variance analysis, and the evaluation of revenue and volume-sensitive expenses
- Ability to demonstrate Influencing Others by constructively challenging assumptions, responding confidently to questions, and building credibility with senior partners
- Adaptability when business conditions, market activity, priorities, or available information change
- Master of Business Administration, Certified Public Accountant certification, Chartered Financial Analyst designation, or related advanced education or professional training
Responsibilities
- Serve as a senior individual contributor responsible for the revenue forecast supporting Schwab’s Retail Trading business.
- Own and improve an established forecasting framework.
- Evaluate how trading activity, client behavior, product mix, market conditions, and commission rates affect financial performance.
- Translate financial movements into clear insights for senior Finance and business leaders.
- Identify the business drivers behind results.
- Pressure-test assumptions.
- Evaluate risks and opportunities.
- Communicate a concise point of view that helps leaders make informed decisions.
- Support monthly performance analysis, quarterly forecasting, annual planning, and the evaluation of volume-sensitive trading expenses.
- Collaborate across Finance, Trading Services, Operations, Accounting, Risk, and data teams.
- Adapt communication to different audiences while maintaining accountability for the quality and credibility of the financial outlook.
- Strengthen reporting, controls, assumptions, and processes.
- Develop deeper expertise in a dynamic, market-sensitive business.
Benefits
- bonus or incentive opportunities
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What This Job Offers
Job Type
Full-time
Career Level
Senior
