Finance Manager

Your opportunity

The Workplace Finance organization provides financial analysis and business decision support for Workplace Services enterprise. This Finance Manager role will deliver direct financial oversight and strategic decision support for key Workplace Services areas. The role will also support and evolve pricing models to inform data‑driving pricing recommendations. In addition, this position will serve as a critical partner to our insights and strategy teams, driving deeper analytics and actionable insights across Workplace services.

• Support and enhance pricing models, providing financial perspective and recommendations on pricing opportunities.
• Develop and deliver data‑driven analysis to identify trends, risks and opportunities, translating complex financial data into clear, actionable insights for stakeholders.
• Prepare and present profitability reporting and key financial metrics to support ongoing performance management and strategic planning.
• Collaborate with Workplace insights and data analytics teams to deepen analytical capabilities, expand reporting and drive actionable insight generation.
• Partner with Workplace leadership to develop annual operating plans and financial forecasts, appropriately communicating how business decisions will impact the financial outlook of the business.
• Oversee the monthly financial close and forecasting process for respective support areas to ensure transparency & inform decision making.
• Drive continuous improvement in financial processes and reporting, increasing transparency, efficiency and consistency.

• Bachelor’s degree or higher in Accounting, Finance, Data Analysis or related field.
• 3‑5 years of related Financial Planning & Analysis or similar experience
• Excellent analytical, organizational, and project management skills.
• Excellent written, verbal, and interpersonal communication skills.
• Strong PC skills, including proficiency in Excel, PowerPoint, and financial modeling.
• Experience using SQL to capture and analyze data a plus.
• Proven experience with data analytics and decision support
• Ability to build relationships and interact with different audiences and levels of management
• Ability to synthesize data and summarize findings
• Motivated and engaged self‑starter

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