Sr. Specialist, Finance

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 Schwab Investment Products Solutions and Services (SIPSS) FP&A team is a Finance partner supporting a business that manages more than $6 trillion in client assets, approximately $3B in revenue, 600 staff, and roughly $300M in operating expenses. This role will support the Schwab Investment Platforms, Solutions, and Strategy organization, with a focus on forecasting, reporting, financial analysis, and decision support for the Strategy & Innovation and Corporate Development teams.

As a Sr. Specialist, Finance, you will help leaders understand business performance, evaluate financial impacts, and make informed decisions tied to firm priorities and strategic initiatives. You will lead expense management, forecasting, reporting, and ad hoc analysis while partnering closely with business leaders, senior stakeholders, and Finance partners across the organization. Your ability to translate complex data into clear insights will be critical as you build financial models, assess growth and investment opportunities, and support monthly, quarterly, and annual deliverables with accuracy and discipline.

This is a strong opportunity for someone who enjoys solving complex business questions, bringing structure to ambiguity, and improving how work gets done. You will be expected to identify opportunities to strengthen data collection, reporting, and analysis processes while building a deep understanding of the Strategy & Innovation and Corporate Development teams. Success in this role requires sound judgment, strong collaboration, adaptability, and the ability to communicate financial insights in a way that helps leaders take action.

Required Qualifications

• Bachelor’s degree in Finance, Accounting, Economics, or a related field
• 2+ years of experience in financial planning, business analysis, financial reporting, or closely related work
• Experience supporting forecasting, expense management, reporting, and business performance analysis
• Ability to use data analysis and financial reporting to identify trends, explain business drivers, and support decision-making
• Experience building financial models or scenario-based analyses to evaluate business outcomes, growth opportunities, or investment decisions
• Strong communication skills with the ability to translate complex financial information into clear, concise insights for a variety of audiences
• Ability to partner with senior leaders and influence decisions through thoughtful analysis, sound judgment, and stakeholder management
• Strong problem-solving skills, including the ability to structure complex questions, analyze options, and recommend practical solutions
• High attention to detail and accuracy, with the ability to identify data anomalies, resolve issues, and deliver work on time
• Advanced Microsoft Excel and Microsoft PowerPoint skills to support analysis, reporting, and executive-level communication
• Proactive, self-directed work style with the ability to manage multiple priorities in a time-sensitive environment

Preferred Qualifications

• MBA or equivalent advanced degree
• Experience in financial services or asset management
• Background in FP&A or embedded finance roles supporting business teams
• Experience supporting strategy, innovation, corporate development, or investment-related business functions
• Comfort presenting to senior audiences with clear, concise, and compelling messages
• Experience improving reporting, data collection, or analysis processes to increase efficiency, accuracy, and business impact

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