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. We believe in the importance of in-office collaboration and fully intend for the selected candidate for this role to work on site in the specified location(s).
The Schwab Investment Products Solutions and Services (SIPSS) FP&A team is a Finance partner supporting a business that manages more than $6 trillion in client assets, approximately $3B in revenue, 600 staff, and roughly $300M in operating expenses. This role will support the Schwab Investment Platforms, Solutions, and Strategy organization, with a focus on forecasting, reporting, financial analysis, and decision support for the Strategy & Innovation and Corporate Development teams.
As a Sr. Specialist, Finance, you will help leaders understand business performance, evaluate financial impacts, and make informed decisions tied to firm priorities and strategic initiatives. You will lead expense management, forecasting, reporting, and ad hoc analysis while partnering closely with business leaders, senior stakeholders, and Finance partners across the organization. Your ability to translate complex data into clear insights will be critical as you build financial models, assess growth and investment opportunities, and support monthly, quarterly, and annual deliverables with accuracy and discipline.
This is a strong opportunity for someone who enjoys solving complex business questions, bringing structure to ambiguity, and improving how work gets done. You will be expected to identify opportunities to strengthen data collection, reporting, and analysis processes while building a deep understanding of the Strategy & Innovation and Corporate Development teams. Success in this role requires sound judgment, strong collaboration, adaptability, and the ability to communicate financial insights in a way that helps leaders take action.
What you have
Required Qualifications
Bachelor's degree in Finance, Accounting, Economics, or a related field
2+ years of experience in financial planning, business analysis, financial reporting, or closely related work
Experience supporting forecasting, expense management, reporting, and business performance analysis
Ability to use data analysis and financial reporting to identify trends, explain business drivers, and support decision-making
Experience building financial models or scenario-based analyses to evaluate business outcomes, growth opportunities, or investment decisions
Strong communication skills with the ability to translate complex financial information into clear, concise insights for a variety of audiences
Ability to partner with senior leaders and influence decisions through thoughtful analysis, sound judgment, and stakeholder management
Strong problem-solving skills, including the ability to structure complex questions, analyze options, and recommend practical solutions
High attention to detail and accuracy, with the ability to identify data anomalies, resolve issues, and deliver work on time
Advanced Microsoft Excel and Microsoft PowerPoint skills to support analysis, reporting, and executive-level communication
Proactive, self-directed work style with the ability to manage multiple priorities in a time-sensitive environment
Preferred Qualifications
MBA or equivalent advanced degree
Experience in financial services or asset management
Background in FP&A or embedded finance roles supporting business teams
Experience supporting strategy, innovation, corporate development, or investment-related business functions
Comfort presenting to senior audiences with clear, concise, and compelling messages
Experience improving reporting, data collection, or analysis processes to increase efficiency, accuracy, and business impact
In addition to the salary range, this role is 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.
