Senior Team Manager, Finance
Charles Schwab
**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 Support**
+ Collaborate with Technology leaders to understand business drivers and translate them into financial plans
+ Provide actionable insights to improve cost efficiency, productivity, and profitability
+ Support strategic initiatives such as scale and efficiency projects, capacity planning, and process improvements
+ **Financial Planning & Analysis**
+ Lead the annual budgeting and quarterly forecasting processes for key Technology functions
+ Develop and maintain financial models to support scenario planning and investment decisions
+ Analyze variances between actuals and forecasts, identifying root causes and recommending corrective actions
+ **Reporting & Performance Management**
+ Deliver monthly and quarterly performance reports with commentary for senior leadership
+ Track key performance indicators (KPIs) and operational metrics to monitor business health
+ Ensure timely and accurate reporting in alignment with corporate standards
+ **Cross-Functional Collaboration**
+ Partner with Accounting, Procurement, Corporate FP&A, and HR to ensure financial alignment across functions
+ Maintain robust capitalization processes for internally developed software
+ **Leadership & Team Development**
+ Manage and mentor a team of Analysts, fostering a culture of continuous improvement and analytical rigor
+ Champion adoption of Technology Business Management framework and Total Cost of Ownership data across STS FP&A team
**What you have**
Required **:**
+ Bachelor’s degree in Finance, Accounting, Economics or related field
+ 10+ years of progressive experience in financial planning & analysis or related finance role
+ 3+ years in a direct leadership role
+ Experience utilizing **Technology Business Management framework and Total Cost of Ownership** to improve financial transparency and insights for technology leaders
+ Strong track record of driving **budgeting, forecasting, and strategic planning processes** supporting technology organizations
+ Demonstrated ability to **lead and develop high-performing FP&A teams**
+ Excellent **communication and presentation skills** , with the **ability to influence** senior stakeholders and **translate financial insights into strategic actions**
+ Strong **business acumen** and **ability to partner cross-functionally** with finance and technology leaders
+ Experience supporting enterprise-wide transformation projects
Preferred:
+ MBA, CPA or similar
+ Financial Services Industry experience
+ Experience 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 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
What’s in it for you:
At Schwab, we’re committed to empowering our employees’ personal and professional success. Our purpose-driven, supportive culture, and focus on your development means you’ll get the tools you need to make a positive difference in the finance industry. 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
Schwab is an affirmative action employer, focused on employing and advancing in employment, qualified women, racial and ethnic minorities, protected veterans, and individuals with disabilities in the workplace. If you have a disability and require reasonable accommodations in the application process, contact Human Resources at applicantaccessibility@schwab.com or call 800-275-1281.
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