Senior Finance Manager (FP&A)

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Job ID:
20161021-3734
Job Category:
Accounting/Finance
Relevant Work Experience:
Financial Services-6+ yrs, Investment Management - 6+ yrs, Accounting and Finance-6+ yrs
Current Licenses / Certifications:
None
Position Located In:
CO - Lone Tree, CO - Denver
Education:
BA/BS
Job Type:
Full Time

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:

Charles Schwab Investment Management (CSIM), the asset management arm of Charles Schwab Corporation, has approximately $290 Billion in assets under management (AUM) and is one of the nation’s largest retail money managers.  CSIM provides a wide variety of products ranging from money market funds, index mutual funds, actively managed mutual funds, exchange traded funds and asset allocation fund-of-funds.  As a provider of core investment products, CSIM is both an important enabler in fulfilling Schwab’s mission of helping everyone be financially fit and critical engine in the company’s profitability and growth.

What you’ll do:

  • Provide CSIM business leaders with decision support for product and business initiatives.
  • Lead quantitative and qualitative analyses and utilize deep financial modeling skills to help evaluate opportunities in support of strategic and competitive growth initiatives.
  • Streamline and implement improvements to existing data gathering, budgeting and forecast processes to improve efficiencies. 
  • Implement driver-based modeling and financial planning.
  • Perform financial analysis and planning to develop strategic insights that will support decisions by Senior Management within CSIM.
  • Develop deep knowledge of CSIM business and products and become a valued thought partner with CSIM business partners and stakeholders in other areas of Schwab
  • Develop and present PowerPoint materials with clear and concise messages that resonate with a target audience, particularly Senior Leadership.
  • Ensure all monthly, quarterly and annual deliverables are on time and accurate.

What you have:

  • Analytical thinking: Ability to scope and structure financial analysis and develop complex financial models to answer ad hoc business questions from senior management efficiently and accurately.
  • Initiative:  Strong self-starter w/excellent business judgment and ability to proactively problem solve
  • Communication:  Clear and concise analyses, as well as excellent written and verbal communication
  • High attention to detail and accuracy
  • Intellectual curiosity and inquisitive approach
  • Bachelor’s degree required -- MBA or equivalent strongly preferred
  • A minimum of 7+ years of related financial planning and business analysis experience
  • Financial services industry experience highly preferred
  • Ability to build relationships with, and provide thought leadership with a wide range of business partners across business functions and levels including senior leadership
  • Strong consulting and influencing skills – prior experience working in core Financial Planning & Analysis or dedicated analysist within a business unit.

This is a summary only and duties and responsibilities may be changed from time to time, or over time.

What you’ll get:

  • Everyday Wellness: Healthy Rewards, Onsite Fitness Classes, Healthy Choices, Wellness Champions
  • Financial Fitness: 401k Match, Employee Discounts, Personalized advice, Brokerage discounts
  • Work/Life Balance: Sabbatical, New Mothers returning to work Program, Tuition Reimbursement Programs, Time off to volunteer
  • 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.


Position Located In:CO - Lone Tree, CO - Denver
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Brokerage Products: Not FDIC Insured • No Bank Guarantee • May Lose Value

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.

The Charles Schwab Corporation provides a full range of securities, brokerage, banking, money management, and financial advisory services through its operating subsidiaries. Its broker-dealer subsidiary, Charles Schwab & Co., Inc. (“Schwab”), Member SIPC , offers investment services and products, including Schwab brokerage accounts. Its banking subsidiary, Charles Schwab Bank (member FDIC and an Equal Housing Lender), provides deposit and lending services and products.