Charles Schwab

Senior Specialist, Financial Analyst

Charles Schwab  •  Westlake, OH (Onsite)  •  2 days ago
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Job Description

Your Opportunity

The Senior Specialist, Corporate Functions role is a vital member of the Finance organization that provides direct financial oversight and decision support for business partners leading Corporate Functions enterprises. This role combines financial planning with ad-hoc analytics in support of various business initiatives. This role provides opportunities to work directly with senior business leaders and finance department leadership in identifying trends, analyzing financial inputs and creating forecasts. This position has a strong business partnering and analytics focus and will require a self-motivated, action-oriented individual who can prioritize, organize, communicate and collaborate to build relationships across departmental lines. This is an individual contributor role.

What you’ll do:

  • Act as the primary finance liaison to the leadership of Corporate Functions enterprises, providing strategic financial guidance to support operational decision-making
  • Develop and maintain financial plans, partnering closely with functional leaders to create detailed forecasts aligned to strategic goals
  • Facilitate financial close activities to analyze and explain monthly, quarterly, and annual variances to budget, forecast, and prior years
  • Be a key partner in the development and implementation of firm-wide strategic initiatives for supported enterprises
  • Establish and communicate a finance "point of view" based on objective, fact- based analysis that is valued by business leaders
  • Work in cross-functional teams to innovate and drive process efficiencies across the business and finance

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 (preferably in Accounting, Finance, Economics, or related field)
  • 2-4+ years of progressive experience in FP&A-related roles, ideally including prior exposure to expense management in the support of Corporate Functions-related enterprises
  • Excellent interpersonal and communication abilities and strong executive presence
  • Strong proficiency in financial analysis, forecasting, and modeling, with robust knowledge of tools like Excel, IBM Planning Analytics, and Workday
  • Great analytical and problem-solving skills, with the ability to navigate both the tactical and strategic context of business strategies and targeted outcomes
  • Comfortable working in a fast-paced environment with shifting priorities and tight deadlines
  • High integrity, with a results-oriented ownership mindset towards execution

Preferred Qualifications

  • Prior financial services industry experience
Charles Schwab

About Charles Schwab

Charles Schwab is a different kind of investment services firm – one that strives to disrupt the status quo of the traditional Wall Street approach on behalf of our clients. We believe today, as we did on Day 1, that when you find ways to improve the investing experience for your clients, then business results will follow. Follow our company culture at #SchwabLife and see how we give back at #Schwab4Good.

Support hours: 7 a.m.–7 p.m. CT or 24/7 at schwab.com/contact-us.

Social Media Disclosures: https://www.aboutschwab.com/social-media

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Industry
Finance & Insurance
Company Size
10,000+ employees
Headquarters
Westlake, Texas
Year Founded
Unknown
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