Your opportunity

This position offers an experienced Finance professional the opportunity to support Schwab Technology Services (STS).

We are looking for a dynamic Senior Manager of Finance to lead a team that supports key functions of STS. The team serves as a strategic business partner, providing financial insights, planning, and analysis to support decision-making and drive operational excellence. This role will lead budgeting, forecasting, and performance analysis for key technology functions, ensuring alignment with corporate financial goals.

Some of the responsibilities and functions of this role are:

Business Partnering & Strategic SupportCollaborate with Technology leaders to understand business drivers and translate them into financial plansProvide actionable insights to improve cost efficiency, productivity, and profitabilitySupport strategic initiatives such as scale and efficiency projects, capacity planning, and process improvementsFinancial Planning & AnalysisLead the annual budgeting and quarterly forecasting processes for key Technology functionsDevelop and maintain financial models to support scenario planning and investment decisionsAnalyze variances between actuals and forecasts, identifying root causes and recommending corrective actionsReporting & Performance ManagementDeliver monthly and quarterly performance reports with commentary for senior leadershipTrack key performance indicators (KPIs) and operational metrics to monitor business healthEnsure timely and accurate reporting in alignment with corporate standardsCross-Functional CollaborationPartner with Accounting, Procurement, Corporate FP&A, and HR to ensure financial alignment across functionsMaintain robust capitalization processes for internally developed softwareLeadership & Team DevelopmentManage and mentor a team of Analysts, fostering a culture of continuous improvement and analytical rigorChampion adoption of Technology Business Management framework and Total Cost of Ownership data across STS FP&A teamWhat you have

Required:

Bachelor’s degree in Finance, Accounting, Economics or related field10+ years of progressive experience in financial planning & analysis or related finance role3+ years in a direct leadership roleExperience utilizing Technology Business Management framework and Total Cost of Ownership to improve financial transparency and insights for technology leadersStrong track record of driving budgeting, forecasting, and strategic planning processes supporting technology organizationsDemonstrated ability to lead and develop high-performing FP&A teamsExcellent communication and presentation skills, with the ability to influence senior stakeholders and translate financial insights into strategic actionsStrong business acumen and ability to partner cross-functionally with finance and technology leadersExperience supporting enterprise-wide transformation projects

Preferred:

MBA, CPA or similarFinancial Services Industry experienceExperience supporting global technology teams
What’s in it for you

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 planPaid time for vacation, volunteering, and 28-day sabbatical after every 5 years of service for eligible positionsPaid parental leave and family building benefitsTuition reimbursementHealth, dental, and vision insurance Apply Save job