Sr. Specialist Finance - Trading Services

Westlake, TX ; Southlake, TX ; Omaha, NE

Requisition ID 2026-125096 Category Finance and Accounting Position type Regular Pay range USD $43.27 - $55.29 / Hour Application deadline 2026-08-29

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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. We believe in the importance of in-office collaboration and fully intend for the selected candidate for this role to work on site in the specified location(s).

The Retail Trading Services Finance team provides financial analysis and decision support for Schwab’s Retail Investor Services organization. Trading Services delivers an industry-leading trading experience through innovative platforms, tools, products, education, financial content, and specialized service and risk support across desktop, web, and mobile channels.

As a Senior Finance Specialist, you will help business partners understand performance, evaluate opportunities, and make informed decisions that drive profitable growth, operational leverage, and greater efficiency. You will support monthly financial reporting, variance analysis, risk and opportunity assessment, quarterly forecasting, and annual planning across business lines, including the Futures and Forex legal entity.

You will turn complex financial results and large data sets into clear insights for senior stakeholders, build financial models to evaluate growth and scale opportunities, and develop client-level revenue metrics that reveal the drivers of trading revenue and business performance. Working closely with finance and business partners, you will strengthen forecasting processes, identify opportunities for continuous improvement, and provide timely analysis for strategic initiatives and emerging business questions. Success in this role requires analytical thinking, sound decision making, attention to detail, adaptability, and the ability to communicate financial insights in a practical and influential way.

What you have

What you’re good at:

Supporting monthly financial reporting, variance analysis, risk and opportunity quantification, quarterly forecasts, and annual plans across business lines, including the Futures and Forex legal entity
Synthesizing financial results and communicating relevant insights to senior stakeholders that will support strategic decision-making
Building strong business partnerships across levels to understand priorities, share financial context, and help drive results
Learning how Schwab’s Trading revenue is forecast by identifying the key client and trading metrics that influence top-line growth and applying those insights to the Trader Finance team’s monthly forecasting process
Developing client-level revenue contribution metrics to provide deeper insight into trends affecting revenue growth in Schwab’s Trader business
Evaluating growth opportunities and building financial models to support initiatives, including Scale & Efficiency programs at Schwab
Driving process efficiencies in monthly and quarterly forecasting to create capacity for deeper analysis that supports business performance
Supporting ad hoc financial analysis requested by business partners

Qualifications:

3+ years of experience in financial planning & analysis (FP&A, including variance analysis, reporting, and budgeting & forecasting
Undergraduate degree in finance, economics, or a related field
Solid understanding of finance concepts and GAAP accounting
Strong attention to detail
High proficiency in Microsoft Excel and PowerPoint
Experience using IBM Planning Analytic, PeopleSoft Financials applications and PowerBI
Demonstrate analytical aptitude working with large data sets

What you’ll get:

Comprehensive Compensation and Benefits package
Financial Health: 401k Match, Employee Stock Purchase Plan, Employee Discounts, Personalized advice, Brokerage discounts
Work/Life Balance: Sabbatical, Paid Parental Leave, New Mothers returning to work Program, Tuition Reimbursement Programs, Time off to volunteer, Employee Matching Gifts Program
Everyday Wellness: Health and Lifestyle Wellness Rewards, Onsite Fitness Classes, Healthy Food Choices, Wellness Champions
Inclusion: Employee Resource Groups, Commitment to diversity, Strategic partnerships
Not just a job, but a career, with an opportunity to do the best work of your life

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

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

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