Senior Manager, Finance
Pay range: USD $103,500.00 - $185,000.00 / Year
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 Investor Services Finance team provides financial analysis and business decision support for Schwab Retail Investor Services enterprise. The team's objectives are to help business partners drive operational leverage and maximize profitability through rigorous analysis to support strategic decision making and planning, understand business trends, and communicate performance.
This position will play a significant role in providing strategic financial support and analytical insights for our expanding Retail Digital Assets organization. This role offers high visibility across the Firm to influence business decision-making and help shape our company's digital asset roadmap.
What you have
- 5-7 years of experience in Finance, demonstrating progression into increasingly complex roles
- Bachelor's degree in finance, economics, or related field
- Advanced skills in Excel, PowerPoint, and financial modeling
- Excellent written and verbal communications and partnering skills. Demonstrated success in working with senior leaders and business partners
- Strong attention to detail and accuracy with proven ability to identify and solve issues/challenges
- Proactive self-starter and team player who can work independently in a challenging and fast-paced, time-sensitive environment
- Demonstrate sound business judgement, strategic thinking, and ability to deal with ambiguity
- Experience with ERP software or similar tools such as IBM Planning Analytic, Power BI, etc. SQL a plus.
- MBA or equivalent graduate degree preferred
What you'll do:
- 5-7 years of experience in Finance, demonstrating progression into increasingly complex roles
- Bachelor's degree in finance, economics, or related field
- Advanced skills in Excel, PowerPoint, and financial modeling
- Excellent written and verbal communications and partnering skills. Demonstrated success in working with senior leaders and business partners
- Strong attention to detail and accuracy with proven ability to identify and solve issues/challenges
- Proactive self-starter and team player who can work independently in a challenging and fast-paced, time-sensitive environment
- Demonstrate sound business judgement, strategic thinking, and ability to deal with ambiguity
- Experience with ERP software or similar tools such as IBM Planning Analytic, Power BI, etc. SQL a plus.
- MBA or equivalent graduate degree preferred
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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
Perks and Benefits
Health and Wellness
- Health Insurance
- Dental Insurance
- Vision Insurance
- Life Insurance
- Short-Term Disability
- Long-Term Disability
- FSA
- FSA With Employer Contribution
- HSA
- HSA With Employer Contribution
- Pet Insurance
- Mental Health Benefits
Parental Benefits
- Birth Parent or Maternity Leave
- Non-Birth Parent or Paternity Leave
- Fertility Benefits
- Adoption Assistance Program
- Family Support Resources
- Adoption Leave
Work Flexibility
- Hybrid Work Opportunities
Office Life and Perks
- Commuter Benefits Program
- Snacks
- Company Outings
- On-Site Cafeteria
- Holiday Events
Vacation and Time Off
- Paid Vacation
- Paid Holidays
- Personal/Sick Days
- Sabbatical
- Leave of Absence
- Volunteer Time Off
Financial and Retirement
- 401(K) With Company Matching
- Stock Purchase Program
- Performance Bonus
- Financial Counseling
Professional Development
- Tuition Reimbursement
- Promote From Within
- Shadowing Opportunities
- Access to Online Courses
- Internship Program
- Work Visa Sponsorship
- Leadership Training Program
- Associate or Rotational Training Program
Diversity and Inclusion
- Employee Resource Groups (ERG)
- Diversity, Equity, and Inclusion Program