Charles Schwab
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 Investor Services Finance team provides financial analysis and business decision support for Schwab 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 performance.
This position will play a significant role in providing strategic financial support and analytical insights for our expanding Retail Digital Assets organization. This role offers high visibility across the Firm to influence business decision-making and help shape our company's digital asset roadmap.
What you have
5-7 years of experience in Finance, demonstrating progression into increasingly complex roles
Bachelor's degree in finance, economics, or related field
Advanced skills in Excel, PowerPoint, and financial modeling
Excellent written and verbal communications and partnering skills. Demonstrated success in working with senior leaders and business partners
Strong attention to detail and accuracy with proven ability to identify and solve issues/challenges
Proactive self-starter and team player who can work independently in a challenging and fast-paced, time-sensitive environment
Demonstrate sound business judgement, strategic thinking, and ability to deal with ambiguity
Experience with ERP software or similar tools such as IBM Planning Analytic, Power BI, etc. SQL a plus.
MBA or equivalent graduate degree preferred
What you'll do:
Lead financial planning and analysis for the Digital Assets organization. Responsible for month-end close, variance analysis, quarterly financial forecasts, annual planning, and reporting for both revenues and expenses
Partner closely with various leaders across Schwab to drive critical analysis and communication in support of Schwab's digital assets roadmap and initiatives
Coordinate across the organization to ensure clear lines of communication to support an evolving and changing business model
Advise Retail Digital Assets business partners on strategic alternatives and the potential impact of decisions. Identify business performance and trends to provide actionable recommendations for business and finance leadership
Partner with other Schwab teams to evaluate new digital asset opportunities, build financial models, and develop business cases to help evaluate company's growth initiatives
Perform proactive ad-hoc analyses to support business programs
Fosters growth and development of peers on the team; being vested in the success of the team
Support people leaders within the broader Enterprise Finance team to drive team engagement, retention, and recruiting
In addition to the salary range, this position is also 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
What's in it for you:
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. 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
Schwab is an affirmative action employer, focused on employing and advancing in employment, qualified women, racial and ethnic minorities, protected veterans, and individuals with disabilities in the workplace. If you have a disability and require reasonable accommodations in the application process, contact Human Resources at applicantaccessibility@schwab.com or call 800-275-1281.
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 Investor Services Finance team provides financial analysis and business decision support for Schwab 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 performance.
This position will play a significant role in providing strategic financial support and analytical insights for our expanding Retail Digital Assets organization. This role offers high visibility across the Firm to influence business decision-making and help shape our company's digital asset roadmap.
What you have
5-7 years of experience in Finance, demonstrating progression into increasingly complex roles
Bachelor's degree in finance, economics, or related field
Advanced skills in Excel, PowerPoint, and financial modeling
Excellent written and verbal communications and partnering skills. Demonstrated success in working with senior leaders and business partners
Strong attention to detail and accuracy with proven ability to identify and solve issues/challenges
Proactive self-starter and team player who can work independently in a challenging and fast-paced, time-sensitive environment
Demonstrate sound business judgement, strategic thinking, and ability to deal with ambiguity
Experience with ERP software or similar tools such as IBM Planning Analytic, Power BI, etc. SQL a plus.
MBA or equivalent graduate degree preferred
What you'll do:
Lead financial planning and analysis for the Digital Assets organization. Responsible for month-end close, variance analysis, quarterly financial forecasts, annual planning, and reporting for both revenues and expenses
Partner closely with various leaders across Schwab to drive critical analysis and communication in support of Schwab's digital assets roadmap and initiatives
Coordinate across the organization to ensure clear lines of communication to support an evolving and changing business model
Advise Retail Digital Assets business partners on strategic alternatives and the potential impact of decisions. Identify business performance and trends to provide actionable recommendations for business and finance leadership
Partner with other Schwab teams to evaluate new digital asset opportunities, build financial models, and develop business cases to help evaluate company's growth initiatives
Perform proactive ad-hoc analyses to support business programs
Fosters growth and development of peers on the team; being vested in the success of the team
Support people leaders within the broader Enterprise Finance team to drive team engagement, retention, and recruiting
In addition to the salary range, this position is also 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
What's in it for you:
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. 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
Schwab is an affirmative action employer, focused on employing and advancing in employment, qualified women, racial and ethnic minorities, protected veterans, and individuals with disabilities in the workplace. If you have a disability and require reasonable accommodations in the application process, contact Human Resources at applicantaccessibility@schwab.com or call 800-275-1281.