Senior Team Manager, Finance

Charles Schwab • Westlake, TX • 1h ago

Your opportunity

This position offers an experienced Finance professional the opportunity to support Schwab Technology Services (STS).

We are looking for a dynamic Senior Manager of Finance to lead a team that supports key functions of STS. The team serves as a strategic business partner, providing financial insights, planning, and analysis to support decision-making and drive operational excellence. This role will lead budgeting, forecasting, and performance analysis for key technology functions, ensuring alignment with corporate financial goals.

Some of the responsibilities and functions of this role are:

Business Partnering & Strategic Support

Collaborate with Technology leaders to understand business drivers and translate them into financial plans

Provide actionable insights to improve cost efficiency, productivity, and profitability

Support strategic initiatives such as scale and efficiency projects, capacity planning, and process improvements

Financial Planning & Analysis

Lead the annual budgeting and quarterly forecasting processes for key Technology functions

Develop and maintain financial models to support scenario planning and investment decisions

Analyze variances between actuals and forecasts, identifying root causes and recommending corrective actions

Reporting & Performance Management

Deliver monthly and quarterly performance reports with commentary for senior leadership

Track key performance indicators (KPIs) and operational metrics to monitor business health

Ensure timely and accurate reporting in alignment with corporate standards

Cross-Functional Collaboration

Partner with Accounting, Procurement, Corporate FP&A, and HR to ensure financial alignment across functions

Maintain robust capitalization processes for internally developed software

Leadership & Team Development

Manage and mentor a team of Analysts, fostering a culture of continuous improvement and analytical rigor

Champion adoption of Technology Business Management framework and Total Cost of Ownership data across STS FP&A team

What you have

Required :

Bachelor's degree in Finance, Accounting, Economics or related field

10+ years of progressive experience in financial planning & analysis or related finance role

3+ years in a direct leadership role

Experience utilizing Technology Business Management framework and Total Cost of Ownership to improve financial transparency and insights for technology leaders

Strong track record of driving budgeting, forecasting, and strategic planning processes supporting technology organizations

Demonstrated ability to lead and develop high-performing FP&A teams

Excellent communication and presentation skills , with the ability to influence senior stakeholders and translate financial insights into strategic actions

Strong business acumen and ability to partner cross-functionally with finance and technology leaders

Experience supporting enterprise-wide transformation projects

Preferred:

MBA, CPA or similar

Financial Services Industry experience

Experience supporting global technology teams

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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