Manager, Finance

Your Opportunity

At Schwab, you’re empowered to make an impact on your career. Here, innovative thought meets creative problem solving, helping us “challenge the status quo” and transform the finance industry together.

The Finance Manager within the Schwab Technology Services (STS) Finance team will play a pivotal role in supporting the Chief Technology Officer (CTO) organization, partnering directly with the leaders of Client Experience Technology (mobile, web, and digital retail platforms), Workplace Services (stock plan and retirement plan services), Office of the CTO (architecture and R&D), and STS AI enablement. You will be the front-line Finance partner, providing financial oversight and decision support, including monthly expense reporting, quarterly forecasting, and annual budgeting. This is a unique opportunity to drive financial planning, forecasting, and analysis that directly influences Schwab’s technology strategy, including the identification and tracking of AI-driven benefits as part of the multi-year STS Transformation program.

What you have

• Bachelor’s degree in Finance, Accounting, or related field; MBA / CPA preferred.
• 3–5 years of financial / business analysis and planning experience, ideally in technology or financial services.
• Strong analytical, organizational, and communication skills.
• Proven ability to manage multiple projects and deadlines in a dynamic environment.
• Experience sourcing and consolidating data from multiple financial applications.
• Understanding of accounting principles and finance concepts (expense accruals, cash flow, NPV, ROI).
• Advanced proficiency in Microsoft Excel and PowerPoint.

What you'll do :

The Finance Manager will partner directly with senior STS and Finance leadership and manage financial reporting, forecasting, planning, and ad hoc analysis in support of business initiatives and strategic decision-making. The role will :

In addition to the salary range, this position is also eligible for bonus or incentive opportunities.

Why work for us?

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.

We offer a competitive to our full-time employees that takes care of the whole you – both today and in the future :