Senior Specialist, Finance (Corporate FP&A)

Senior Specialist, Finance (Corporate FP&A) role on Charles Schwab’s Corporate Financial Planning & Analysis Revenue Forecasting team, supporting the consolidated net income forecast and revenue insight for senior leaders.

Responsibilities

• Collaborate with business partners and team members to forecast interest rates, client assets, balances, revenue, and consolidated net income.
• Build a strong understanding of Schwab’s business model, revenue streams, and the market, client, and economic factors that drive financial performance.
• Conduct detailed financial and data analysis to surface trends, risks, opportunities, anomalies, and key forecast drivers.
• Evaluate business inputs and assumptions in financial models, challenge inconsistencies, and communicate the potential impact of changes.
• Produce recurring and ad hoc analyses of revenue trends, drivers, and performance metrics to support senior management decisions.
• Maintain, enhance, and document financial forecasting models to improve accuracy, usability, transparency, and scalability.
• Identify opportunities to automate reporting and modeling processes, strengthen controls, and create efficiencies.
• Partner across Finance and the business to gather inputs, reconcile results, explain variances, and deliver a consolidated view of expected performance.
• Ensure revenue models and supporting documentation align with applicable Model Risk Oversight standards and governance expectations.
• Communicate complex financial information with clear analysis, presentation materials, and concise conclusions tailored to the audience.

Requirements

• Bachelor’s degree in finance, economics, accounting, business analytics, or a related field (or equivalent relevant professional experience).
• 2+ years of experience in financial planning and analysis, corporate finance, forecasting, financial modeling, management reporting, accounting, treasury, investment analysis, or a related finance function.
• Hands-on experience analyzing financial statements, business performance, revenue/expense drivers, and large or complex data sets.
• Experience building, maintaining, or evaluating financial models, forecasts, budgets, or scenario analyses using clearly documented assumptions.
• Strong proficiency in Microsoft Excel (formulas, pivot tables, lookups, data analysis, and financial-modeling techniques) and proficiency in Microsoft PowerPoint.
• Working knowledge of finance and accounting principles, with the ability to connect operating or market drivers to financial results.
• Ability to identify key themes and trends, investigate variances, assess reasonableness of inputs, and convert analysis into decision-useful insights.
• Strong written and verbal communication skills across Finance, business, and senior-leadership audiences.
• Demonstrated ability to build productive relationships, manage competing priorities, exercise sound business judgment, and deliver accurate work in a fast-paced, deadline-driven environment.
• Proactive, collaborative approach with attention to detail and commitment to continuous improvement.

Technologies

• Microsoft Excel
• Microsoft PowerPoint
• IBM Planning Analytics or TM1
• Oracle Hyperion
• Anaplan
• Workday Adaptive Planning

Preferred Qualifications

• Experience in financial services, banking, brokerage, asset management, wealth management, or other market-sensitive revenue businesses.
• Understanding of how financial services firms generate revenue, including effects of interest rates, client cash, asset levels, trading activity, and market performance.
• Experience developing consolidated forecasts, revenue forecasts, net income forecasts, or executive-level financial reporting.
• Experience with IBM Planning Analytics or TM1, Oracle Hyperion, Anaplan, Workday Adaptive Planning, or a comparable database, multidimensional planning, or OLAP tool.
• Experience improving or automating forecasting, reporting, data-validation, or financial-modeling processes.
• Familiarity with model governance, model documentation, validation, or Model Risk Oversight practices.

Compensation

• Salary range: USD 70,000 - 100,000 per year.
• Eligible for bonus or incentive opportunities in addition to base salary.

Benefits

• 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
• Medical, dental and vision benefits
• 401(k) and employee stock purchase plans
• Tuition reimbursement to keep developing your career
• Paid parental leave and adoption/family building benefits
• Sabbatical leave available after five years of employment

Location & Work Arrangement

• Hybrid role: four days per week in the office and one remote workday.
• Locations: Omaha, NE; Westlake, TX; Lone Tree, CO.
• Candidates must live in/near, or be willing to relocate on their own to the listed locations.

Work Authorization

• Applicants must be currently authorized to work in the United States on a full-time basis without employer sponsorship.