Senior Financial Analyst

Charles Schwab Corporation San Francisco , CA 94118

Posted 2 weeks ago


San Francisco - CA, SF211MN, 211 Main St, 94105-1905

Anthony Jason Pacheco

We believe that, when done right, investing liberates people to create their own destiny. We are driven by our purpose to champion every client's goals with passion and integrity. We respect and appreciate the diversity of our employees, our clients, and the communities we serve. We challenge conventions strategically to create value for our clients, our firm and the world. We live and bring to life the concept of 'own your tomorrow' every day. We champion our employee strengths, guide their development, and invest in their long-term success. We hire optimistic, results-oriented, curious, innovative, and adaptable people with the desire to help our clients and one another succeed.

As a company, we were established by Chuck over 40 years ago to champion Main Street over Wall Street, and to help Americans transform themselves from earners to owners. Through advocacy and innovation, we work to make investing more affordable, accessible and understandable for all. As we enter our fifth decade, we are looking for talented, innovative and driven people who believe they can help themselves, and our clients, create a better future.

Our Opportunity:

This position provides the right candidate with a unique opportunity to join the Central Finance team to develop P&L forecasts, including sensitivities to macro-economic factors, to support scenario design processes for the company. The scenarios and forecasts serve as key inputs to how Schwab measures the adequacy of its capital position. This position will have the opportunity to work with teams across Schwab's Finance organization, including Treasury, Asset-Liabilities Management and Risk.

What you'll do:

  • Model Schwab's profit & loss financial statement under both Federal Reserve-mandated and internally generated stress scenarios

  • Analyze past, current, and proposed economic scenarios to develop forecasts for key revenue drivers such as client accounts, asset flows, deposit balances and client trading activity

  • Prepare and present analytics, results and recommendations to support the review and discussion process for formal approval of key assumptions with Senior Management and the Board of Directors

  • Support the organization's risk and control self-assessment process, working with Central Finance, Risk Management and various auditing and oversight functions

  • As needed, work with the Regulatory Liaison Office in communicating with regulators on all Capital and Stress Testing related topics

  • Manage projects as required for new initiatives, process improvements, model assumptions changes, or technology implementation and development

  • Develop and maintain documentation for all models to ensure management understanding of operation, purpose and outputs of models

What you have:

  • Bachelor's degree in Finance, Economics, Accounting or related field

  • 3+ years of financial planning and analysis experience

  • 3+ years developing and/or validating financial models

  • 3+ years of experience working with TM1, Hyperion Essbase, SAP BPC or equivalent ERP tool

  • Strong learner

  • Superior analytical skills, creativity in problem solving, and attention to detail

  • Sound business judgment and ability to build and think logically and flexibly when faced with ambiguity

  • Proactive self-starter and team player

  • Communication and relationship building skills

  • Previous experience performing forecast sensitivities a plus

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

Learn more about Life@Schwab.

Schwab is committed to building a diverse and inclusive workplace where everyone feels valued. As an equal employment opportunity employer, our policy is to provide equal employment opportunities to all employees and applicants without regard to any status that is protected by law. (Please click here to see policy.) Schwab is also an affirmative action employer, focused on advancing women, minorities, veterans, and individuals with disabilities in the workplace. We believe diversity and inclusion are part of our success as a company and our purpose of serving every client with passion and integrity.

If you need an accommodation in the application process, please email or call HR Direct at 800-725-3535.

Job Specifications Relocation Offered?: No Work Schedule: Days Languages: English - spoken Current Licenses / Certifications: None Relevant Work Experience: Financial Services-6+ yrs, Accounting and Finance-2-5 yrs, Accounting and Finance-6+ yrs, Financial Services-less than 2 yrs, Financial Services-2-5 yrs, Banking-2-5 yrs Position Located In: CA - San Francisco Education: BA/BS Job Type: Full Time


Activation Date: Friday, April 5, 2019

Expiration Date: Wednesday, May 1, 2019

Apply Here

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Senior Financial Analyst

Charles Schwab Corporation