Director, Finance_Workplace Services

Your Opportunity Director of  Services

Role Overview :
We are looking for a dynamic Director of Finance to lead a team that supports Workplace Services (WS). The Director will maintain and enhance key relationships as a trusted business advisor with our key business partners. The Director will also provide support and collaboration within the overall WS Finance team in support of revenue forecasting, analytics, and complex business cases.

Finance is heavily involved in financial modeling, pricing, and product/solution profitability analyses and provides financial planning, analysis and reporting in support of WS and its business functions including Sales, Strategy and Product Management. WS serves the needs of employers and their employees through three businesses

Retirement Plan Services (RPS): administering retirement or 401(k) plans

Stock Plan Services (SPS): administering equity compensation plans

Designated Brokerage Services (DBS): helping those firms that have a responsibility to monitor employee trading and acting as the designated broker for their employees

Key Outcomes:

Lead, develop and coach a team of finance professionals

Advise business partners on strategic alternatives and potential impact of decisions.  Provide insights into critical trends and evaluate opportunities in support of strategic and competitive growth initiatives

Identify opportunities to engage business partners on a strategic and operational level to support our firm objectives and engage colleagues from across the organization as needed

Collaborate and partner with business, WS Finance, Central Finance, and team members to simplify the complex, break down barriers, and incorporate the ideas of others

Innovate and continuously improve our processes for reporting, forecasting, and financial modeling

Develop deep knowledge of WS business and products and become a valued thought partner with business partners and stakeholders in other areas of Schwab Perform ad-hoc analyses related to understanding business, product performance and P&L metrics

Manage our driver-based modeling and financial planning/forecasting processes

Develop and present communications with clear and concise messages resonating with a target audience, particularly senior leadership, and business partners with deep industry and product knowledge

What you have Required Experience & Key

Skills:

A minimum of 10+ years of increasingly responsible financial leadership roles with experience in financial planning and business analysis

Ability to leverage strategic and analytical capabilities to provide thought leadership and advice to senior leadership and their teams

Ability to attract top talent and build high-performing teams.  Proven experience inspiring, empowering and developing individuals to achieve a high level of team engagement and trust with an authentic leadership style.

Experience with direct people management/leadership

Exceptional ability to influence and build relationships and trust with business partners, as well as executive presence to respectfully challenge the status quo.

Change agent focused on continuous improvement and demonstrated ability to take decisive action in a highly collaborative approach

Bachelor’s degree

Expertise with relational database skills and experience with IBM Cognos (or Hyperion Essbase)
MBA or equivalent preferred

Financial services industry experience highly preferred

Proven relational database skills and experience with IBM Cognos (or Hyperion Essbase) required, experience with Business Objects preferred.

Job Summary

Requisition d Date: 1 day ago(11/10/2026 9:41 AM)
Category:
Finance & Accounting Salary Range: USD $ - $ / Year Application deadline: 11/12/2026

Position Type:
Full time