Sr. Specialist Finance - Trading Services
About The Position
The Retail Trading Services Finance team provides financial analysis and decision support for Schwab’s Retail Investor Services organization. Trading Services delivers an industry-leading trading experience through innovative platforms, tools, products, education, financial content, and specialized service and risk support across desktop, web, and mobile channels. As a Senior Finance Specialist, you will help business partners understand performance, evaluate opportunities, and make informed decisions that drive profitable growth, operational leverage, and greater efficiency. You will support monthly financial reporting, variance analysis, risk and opportunity assessment, quarterly forecasting, and annual planning across business lines, including the Futures and Forex legal entity. You will turn complex financial results and large data sets into clear insights for senior stakeholders, build financial models to evaluate growth and scale opportunities, and develop client-level revenue metrics that reveal the drivers of trading revenue and business performance. Working closely with finance and business partners, you will strengthen forecasting processes, identify opportunities for continuous improvement, and provide timely analysis for strategic initiatives and emerging business questions. Success in this role requires analytical thinking, sound decision making, attention to detail, adaptability, and the ability to communicate financial insights in a practical and influential way.
Requirements
- 3+ years of experience in financial planning and analysis, including financial reporting, variance analysis, budgeting, and forecasting
- Bachelor’s degree in finance, economics, or a related field
- Demonstrated understanding of financial accounting concepts and generally accepted accounting principles
- Demonstrated ability to analyze large data sets, identify meaningful trends, and translate findings into recommendations that support business decisions
- Advanced Microsoft Excel skills used to organize data, perform financial analysis, and develop financial models
- Ability to communicate complex financial information clearly to business partners and senior stakeholders
Nice To Haves
- Experience supporting trading, brokerage, financial services, or other transaction-based businesses
- Experience developing forecasts using client activity, trading metrics, revenue drivers, and business trends
- Experience evaluating growth, profitability, scale, and efficiency opportunities through financial modeling and scenario analysis
- Proficiency with Microsoft PowerPoint to develop clear, decision-oriented presentations for senior stakeholders
- Experience with IBM Planning Analytics, PeopleSoft Financials, and Power BI
- Ability to build collaborative relationships across teams, adapt to changing priorities, and provide sound financial guidance in an evolving business environment
- Experience improving financial reporting, planning, or forecasting processes to create capacity for deeper analysis
Responsibilities
- Support monthly financial reporting
- Variance analysis
- Risk and opportunity assessment
- Quarterly forecasting
- Annual planning
- Turn complex financial results and large data sets into clear insights for senior stakeholders
- Build financial models to evaluate growth and scale opportunities
- Develop client-level revenue metrics that reveal the drivers of trading revenue and business performance
- Strengthen forecasting processes
- Identify opportunities for continuous improvement
- Provide timely analysis for strategic initiatives and emerging business questions
Benefits
- bonus or incentive opportunities
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What This Job Offers
Job Type
Full-time
Career Level
Senior
