Sr. Financial Analyst

Charles Schwab Corporation San Francisco , CA 94118

Posted 2 months ago


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

Marianna Christine Caporuscio

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:

The Retail Investor Services Finance team provides financial analysis and business decision support for Schwab's Retail Investor Services enterprise. The team's objectives are to help business partners drive operational leverage and maximize profitability through rigorous analysis to support strategic decision making and planning, understand business trends, and communicate segment performance. The Finance Senior Manager will focus on planning and analytics on revenue and revenue generating metrics.

What you'll do:

The role involves extensive business partner interaction (with business, strategy and finance teams), interfaces with partners in various geographic locations, and reports to the Director of Financial Planning and Analytics based in San Francisco. The Senior Manager of Finance will be responsible for:

  • Leading short and long range revenue planning and foresting activities for Retail Investor

  • Initiating ad-hoc analysis of Retail Investor's key revenue streams, drivers/metrics and overall P&L, and delivering relevant insights to business partners to drive business decisions and influence outcomes

  • Synthesizing and communicating the consolidated financial picture and outlook to senior leadership

  • Developing business cases to support investment decisions and measure benefits to understand results across a diverse set of client segments, products and offers

  • Perform other financial reporting needs as required (reporting, ad-hoc analysis, and projects)

What you have:

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

  • 5+ years of related financial/business analysis and planning experience

  • Superior analytical skills and strong attention to detail

  • Strong communication (written and verbal) and interpersonal skills; proven ability to build relationships and interact with many different audiences and levels of management

  • Experience effectively managing several workstreams/projects concurrently

  • Understanding of finance and accounting principles and concepts

  • Self-motivated, results-oriented self-starter

  • Experience sourcing data from database applications and working efficiently with large data sets

  • Strong PC skills, including proficiency in Excel, Word, PowerPoint and financial modeling

  • Experience with database tools such as SAP Business Objects preferred

  • Prior financial services industry experience preferred

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.

Charles Schwab & Co., Inc. is an equal opportunity and affirmative action employer committed to diversifying its workforce. It is Schwab's policy to provide equal employment opportunities to all employees and applicants without regard to race, color, religion, sex (including pregnancy, childbirth, breastfeeding, or related medical conditions), gender identity or expression, national origin, ancestry, age, disability, legally protected medical condition, genetic information, marital status, sexual orientation, protected veteran status, military status, citizenship status or any other status that is protected by law. Schwab also does not discriminate against applicants or employees because they have inquired about, discussed, or disclosed their own pay or the pay of another employee or applicant. At Schwab, we believe that every employee, through their diverse abilities and experiences, can contribute to our growth, innovation and client loyalty. We embrace diversity and are committed to providing equal opportunity to all employees and applicants. If you have a disability, and require reasonable accommodations in the application process, call Human Resources at 800-725-3535. We will be happy to assist you. Schwab will only share your accommodation request with those individuals who have a specific need to know. The request for an accommodation will not affect Schwab's hiring decisions. All other submissions should be performed online.

Job Specifications Relocation Offered?:NoWork Schedule:DaysLanguages:English - spoken

Current Licenses / Certifications:NoneRelevant Work Experience:Accounting and Finance-6+ yrs

Position Located In:CA - San FranciscoEducation:BA/BSJob Type:Full Time


Activation Date: Thursday, November 15, 2018

Expiration Date: Monday, December 17, 2018

Apply Here

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