Senior Specialist, Finance

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.

This position provides the right candidate with a unique opportunity to join the Schwab Technology Services Finance team. The team serves as a strategic business partner, providing financial insights, planning, and analysis to support decision-making and drive operational excellence. This role will lead performance analysis for key technology functions, ensuring alignment with corporate financial goals.

What You Are Good At

• Lead processes to integrate KPIs and operational metrics into financial reporting across the STS FP&A team
• Create reporting solutions and champion adoption of Technology Business Management framework and Total Cost of Ownership data across STS FP&A team
• Partner with subject matter experts across the organization to improve total cost of ownership view of Schwab’s technology costs
• Assist with forecasting STS Next transformation programs and FP&A support of STS Business Operations and Enterprise Transformation as needed
• Assist with Internally Developed Software capitalization processes as needed
• Work cross-functionally to drive sustainable and efficient forecasting improvement efforts, including enhancements to financial systems
• Maintain sound risk management and control environment for work product
• Perform ad hoc analysis related to understanding business and client trends and their expense impact
  
  

What you have

To ensure that we have fulfilled our promise of "challenging the status quo," this role has specific qualifications that successful candidates should have.

Required Qualifications

• Bachelor’s degree in Finance, Economics, Accounting, or related field
• 2-3 years of experience in Finance
• Proactive, self-starter, able to manage and deliver multiple projects and succeed in a time-sensitive, fast-paced environment with minimal direction
• Ability to logically structure analytical problems and use critical reasoning skills to evaluate financial forecasts
• Excellent oral and written communication skills and interpersonal skills. Comfortable partnering with peers and management and to work effectively in a fast-paced, dynamic team environment.
• Financial planning and scenario modeling experience is important.
• Experience with financial services industry is a plus.
• Expertise in Excel, Word, PowerPoint and strong knowledge of financial systems (IBM Planning Analytics and PeopleSoft Financials)
  
  

In addition to the salary range, this role 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