Senior Manager, Finance

Charles Schwab • Westlake, TX • 4h ago

Your opportunity

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 Investor Services Finance team provides financial analysis and business decision support for Schwab Retail Investor Services enterprise. The team's objectives are to help business partners drive operational leverage and maximize profitability through rigorous analysis to support strategic decision making and planning, understand business trends, and communicate performance.

This position will play a significant role in providing strategic financial support and analytical insights for our expanding Retail Digital Assets organization. This role offers high visibility across the Firm to influence business decision-making and help shape our company's digital asset roadmap.

What you have

5-7 years of experience in Finance, demonstrating progression into increasingly complex roles

Bachelor's degree in finance, economics, or related field

Advanced skills in Excel, PowerPoint, and financial modeling

Excellent written and verbal communications and partnering skills. Demonstrated success in working with senior leaders and business partners

Strong attention to detail and accuracy with proven ability to identify and solve issues/challenges

Proactive self-starter and team player who can work independently in a challenging and fast-paced, time-sensitive environment

Demonstrate sound business judgement, strategic thinking, and ability to deal with ambiguity

Experience with ERP software or similar tools such as IBM Planning Analytic, Power BI, etc. SQL a plus.

MBA or equivalent graduate degree preferred

What you'll do:

5-7 years of experience in Finance, demonstrating progression into increasingly complex roles

Bachelor's degree in finance, economics, or related field

Advanced skills in Excel, PowerPoint, and financial modeling

Excellent written and verbal communications and partnering skills. Demonstrated success in working with senior leaders and business partners

Strong attention to detail and accuracy with proven ability to identify and solve issues/challenges

Proactive self-starter and team player who can work independently in a challenging and fast-paced, time-sensitive environment

Demonstrate sound business judgement, strategic thinking, and ability to deal with ambiguity

Experience with ERP software or similar tools such as IBM Planning Analytic, Power BI, etc. SQL a plus.

MBA or equivalent graduate degree preferred

In addition to the salary range, this position is also eligible for bonus or incentive opportunities.

What's in it for you

At Schwab, you're empowered to shape your future. We champion your growth through meaningful work, continuous learning, and a culture of trust and collaboration-so you can build the skills to make a lasting impact. Our Hybrid Work and Flexibility approach balances our ongoing commitment to workplace flexibility, serving our clients, and our strong belief in the value of being together in person on a regular basis.

We offer a competitive benefits package that takes care of the whole you - both today and in the future:

401(k) with company match and Employee stock purchase plan

Paid time for vacation, volunteering, and 28-day sabbatical after every 5 years of service for eligible positions

Paid parental leave and family building benefits

Tuition reimbursement

Health, dental, and vision insurance

What's in it for you:

At Schwab, we're committed to empowering our employees' personal and professional success. Our purpose-driven, supportive culture, and focus on your development means you'll get the tools you need to make a positive difference in the finance industry. Our Hybrid Work and Flexibility approach balances our ongoing commitment to workplace flexibility, serving our clients, and our strong belief in the value of being together in person on a regular basis.

We offer a competitive benefits package that takes care of the whole you - both today and in the future:

401(k) with company match and Employee stock purchase plan

Paid time for vacation, volunteering, and 28-day sabbatical after every 5 years of service for eligible positions

Paid parental leave and family building benefits

Tuition reimbursement

Health, dental, and vision insurance

Schwab is an affirmative action employer, focused on employing and advancing in employment, qualified women, racial and ethnic minorities, protected veterans, and individuals with disabilities in the workplace. If you have a disability and require reasonable accommodations in the application process, contact Human Resources at applicantaccessibility@schwab.com or call 800-275-1281.

Go to Apply

Caterpillar, Inc. • Irving, TX • 3d ago

Finance, Accounting & Banking

Career Area: Finance Job Description: Your Work Shapes the World at Caterpillar Inc. When you join Caterpillar, you're joining a global team who cares not just about the work we do - but also about each other. We are the...

3d ago

Go to Apply

Subscribe to get new jobs sent directly to you
(no charge, cancel anytime)

This site is protected by reCAPTCHA and the Google Privacy Policy and Terms of Service apply.