Finance Manager, Lending Finance & Analytics
Manager
Analytical Skills
Banking & Lending
Data Analysis
Data Analytics
Data Processing
Facilities Management
Finance Analytics
Financial Analysis
Financial Planning
Financial Services
Hr Technology
Leadership
Lending Analytics
Management
Microsoft Excel
Mortgage Lending
Office Tools
Product Management
Productivity Tools
Project Management
Risk Management
Security Operations
Spreadsheets
Tools
Job Description
Finance Manager, Lending Finance & Analytics will support Schwab Bank lending finance and analytics, turning lending performance data into actionable decision support.
Responsibilities
- Contribute to financial decisions across mortgage loans, Pledged Asset Lines, Home Equity Lines of Credit, and other lending products
- Translate complex financial and performance data into insights for growth opportunities, pricing strategies, and investments
- Build and support business cases, including product profitability evaluation, forecasting, and long-range planning
- Apply scenario and sensitivity analysis to strengthen decision-making and tradeoffs
- Collaborate cross-functionally with Finance, Product, Treasury, Analytics, and business teams to challenge and validate assumptions
- Communicate findings and insights to management and executive stakeholders
- Improve model accuracy and transparency
- Support enhancements to planning processes, reporting, data quality, and strategic decision support
Requirements
- Bachelor’s degree in Finance, Accounting, Economics, Business, or a related field
- 5+ years of experience in financial planning, business case development, forecasting, profitability analysis, or related finance functions
- Strong financial modeling and analytical skills, including experience building, maintaining, and explaining complex forecasting and planning models
- Strong Excel skills, with the ability to synthesize large datasets into meaningful business insights
- Proven problem-solving and decision-making ability, evaluating assumptions, financial impacts, risks, opportunities, scenarios, and performance drivers
- Strong written and verbal communication skills, with experience presenting complex analysis to senior leadership
- Ability to work independently and collaborate effectively across multiple business functions
- High attention to detail and intellectual curiosity
Technologies
- Excel
Preferred Qualifications
- Experience supporting banking, lending, or financial services products
- Experience developing product-level profitability frameworks and business cases
- Knowledge of lending products including mortgages, Pledged Asset Lines (PAL), Securities-Backed Lines (SBL), Home Equity Lines of Credit (HELOC), or other bank lending products
- Experience evaluating strategic initiatives and measuring business-case performance against projected outcomes
Compensation and Location
- Location: Westlake, TX (onsite)
- Salary: USD 120,000 - 145,000 per year
- In addition to the salary range, the role is eligible for bonus or incentive opportunities
Benefits
- 401(k) with company match and Employee stock purchase plan
- Paid time for vacation and volunteering
- 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
Eligible Schwabbies Receive
- Medical, dental, and vision benefits
- 401(k) and employee stock purchase plans
- Tuition reimbursement to support continued career development
- Paid parental leave and adoption/family building benefits
- Sabbatical leave available after five years of employment
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