Specialist, Finance Rotation Program

Charles Schwab • Lone Tree, CO • 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. 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 Finance Specialist Development Program is an approximately three-year rotational program designed to build broad financial experience, strategic perspective, and a strong network across Schwab. As a Finance Specialist, you will provide financial oversight and decision support through analysis, forecasting, reporting, and process improvement while collaborating with business partners, cross-functional teams, and Finance leadership. Your work will help leaders understand business trends, evaluate performance, and make informed decisions that support Schwab's priorities.

Your first year will be with the Investor Services Enterprise Finance Consolidations team, where you will analyze financial and business data, support expense and metric forecasts, and communicate performance results to leadership. Future rotations may provide exposure to Central Finance, Treasury, Controllers, and the Finance Innovation Team, allowing you to develop experience across budgeting, forecasting, financial reporting, balance sheet management, accounting, capital markets, securities lending, and the data and systems used throughout the Finance organization.

Throughout the program, you will balance analytical, project-oriented, reporting, and transactional responsibilities while learning how complex financial processes operate. You will use data to identify meaningful insights, solve problems independently, recommend improvements, and help create greater efficiency, scale, and transparency. Success will require sound decision making, attention to detail, curiosity, adaptability, and the ability to manage multiple priorities while building trusted relationships across teams and locations. After successful completion of the program, qualified Finance Specialists may have the opportunity to advance into a Senior Specialist role within Finance.

What you have

Required qualifications

Undergraduate degree in Finance, Accounting, Economics, or a related field

Preferred qualifications

Knowledge of finance and accounting principles and the ability to apply them when analyzing business performance and supporting decision making

Data Analysis skills, including experience extracting, consolidating, manipulating, and summarizing large volumes of data

Microsoft Excel proficiency, including an understanding of financial modeling best practices

Analytical Thinking and Attention to Detail when reviewing financial information, identifying trends, and producing accurate results

Problem Solving skills with the ability to investigate how a process works, evaluate information independently, and recommend practical solutions

Communication skills with the ability to translate financial analysis into clear written and verbal insights for business partners and leadership

Cross-Functional Collaboration skills and an openness to building relationships with colleagues across Finance, the business, and multiple geographic locations

Adaptability and Learning Agility when moving between assignments, developing knowledge of new Finance functions, and responding to changing priorities

Priority Management skills with the ability to organize and deliver multiple concurrent assignments

Initiative and a Results Orientation, with the ability to take ownership, follow through on commitments, and contribute to shared outcomes

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

CO Salary Range: USD $33.65 - $43.27 / Hour

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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