Senior Specialist, Finance, Revenue Planning Team

Charles Schwab • Westlake, TX • 2h 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 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.

What you have

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

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

What you'll do:

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

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.

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