Finance Jobs in Westlake, TX

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Finance Manager, Lending Finance & Analytics

Charles Schwab Westlake, TX

Westlake, TX

Today

$120k - $145k/yr Full time Manager Analytical Skills Banking & Lending

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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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