Manager, Operations Finance

Charles Schwab • Westlake, TX • 2h ago

Your opportunity

The Operational Services Finance team provides financial analysis and strategic decision support for Schwab's Operational Services enterprise. The team helps business partners drive operational leverage and scale by delivering rigorous analysis, enterprise-level insights, and clear performance reporting.

This Manager role is a close strategic business advisor and partner to Retirement Operations, Core Infrastructure Platform & Specialty Operations (CIPS), and Operations Admin. The role also assists with consolidation for Operational Services Finance. The role provides financial oversight and decision support through close business partnership, risk identification, strategic solution evaluation and financial planning and reporting.

What you'll do:

Develop and maintain financial plans, partnering closely with business partners to create detailed forecasts aligned to strategic goals

Facilitate financial close activities to analyze and explain monthly, quarterly, and annual variances to budget, forecast, and prior years

Engage with business leaders across multiple management levels and geographic locations

Assist with Operational Services Finance consolidation for monthly close, as well as quarterly forecasts and annual planning. Coordinate across the team to maintain clear lines of communication and accurate reporting of financial results.

Drive continuous improvement in financial processes and reporting, increasing transparency, and consistency

Establish and communicate a finance "point of view" based on objective, fact- based analysis that is valued by business leaders

Perform ad-hoc analyses related to understanding business trends, and financial performance

Ensure rigor, drive efficiency, and promote process excellence and continuous improvement with core financial processes

What you have

To ensure that we have fulfilled our promise of "challenging the status quo," this role has specific qualifications that successful candidates should have.

Required Qualifications:

Bachelor's degree (preferably in Accounting, Finance, Business, or related field)

4-6 years of progressive experience in FP&A-related roles

Excellent written and verbal communication skills. Proven ability to build strong relationships across management levels and communicate complex financial concepts to senior audiences.

Strong PC skills, including proficiency in Excel, PowerPoint, and financial modeling

Strong proficiency in financial analysis, forecasting, and modeling. Experience with ERP software or similar tools such as IBM Planning Analytics.

Great analytical and problem-solving skills, with the ability to navigate both the tactical and strategic @context of business strategies and targeted outcomes

Comfortable working in a fast-paced environment with shifting priorities and tight deadlines

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

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