Director Finance - Corporate FPA Expense Management

Your Opportunity

At Schwab, our purpose is to champion every client's goals with passion and integrity. The Corporate FP&A group plays a critical role in bringing that purpose to life by helping leaders understand enterprise performance and make informed decisions that shape the company's future. This is a highly visible team at the center of Finance, providing forward-looking forecasts, sharp financial insight, and executive-ready decision support for senior leaders across the organization, including the CFO.

Within Corporate FP&A, the Expense Forecasting team leads Schwab's enterprise expense forecasting, consolidation, reporting, and performance management processes across monthly forecasts, quarterly outlooks, annual planning, and long-range planning cycles. As Director of Finance, you will lead the team responsible for telling Schwab's enterprise expense story—connecting business drivers, investment priorities, risks, opportunities, and financial outcomes in a way that influences senior leadership decisions.

This is an opportunity to own a critical Corporate FP&A function, strengthen how Schwab plans and manages expenses, modernize forecasting and reporting capabilities, and lead a talented team whose work directly supports the company's ability to grow, invest, and deliver for clients.

• Own enterprise expense planning, forecasting, consolidation, and management reporting across monthly forecasts, quarterly outlooks, annual planning, and long-range planning cycles
• Translate expense performance, forecast variances, business drivers, and emerging risks into clear insights, recommendations, and executive-ready messaging for senior leaders
• Partner with the CFO, Investor Relations, Enterprise Finance, and business leaders to align expense forecasts with strategic priorities, growth objectives, and operating commitments
• Lead performance management routines, including variance analysis, KPI reporting, scenario analysis, and risk/opportunity assessments that support timely decision-making
• Challenge assumptions, test forecast inputs, identify disconnects, and drive accountability across Finance and business partners for accurate, disciplined, and transparent expense planning
• Develop and deliver concise executive presentations that explain the enterprise expense story, key messages, trade-offs, risks, opportunities, and financial implications
• Modernize FP&A processes, tools, and reporting through standardization, automation, stronger controls, and continuous improvement to increase speed, quality, and scalability
• Lead, coach, and develop a high-performing team with a culture of ownership, analytical rigor, collaboration, and continuous improvement
• Build trusted relationships across Finance and the business, influencing outcomes in complex, ambiguous, and fast-moving situations

• 10+ years of progressive experience in FP&A, corporate finance, strategy, or business advisory roles
• Expertise in budgeting, forecasting, financial modeling, variance analysis, KPI reporting, and performance management
• Strong business acumen, with the ability to connect financial outcomes to expense drivers, operational trends, investment priorities, and enterprise trade-offs
• Proven executive communication skills, including the ability to simplify complex analysis, craft clear narratives, and influence senior Finance and business leaders
• Ability to operate independently, structure ambiguous problems, apply sound judgment, and manage competing priorities in a high-visibility environment
• Track record of improving FP&A processes, reporting, tools, controls, and operating rhythms through standardization, automation, and continuous improvement
• Strong understanding of corporate finance, financial statements, expense management, profitability, productivity, and operating leverage
• Advanced proficiency with Excel and PowerPoint; experience with enterprise planning, reporting, data visualization, or financial systems preferred
• Bachelor's degree in Finance, Economics, Accounting, or a related field; MBA, CPA, CFA, or other relevant certification preferred