Senior Specialist, Finance (Corporate FP&A)

Role Overview

The Senior Specialist, Finance (Corporate FP&A) will help develop Schwab’s consolidated net income forecast, analyze revenue components and key business drivers, maintain and enhance financial models, and translate detailed data into insights senior leaders can use to make informed decisions.

What You Will Do

Collaborate with business partners and team members to forecast interest rates, client assets, balances, revenue, and consolidated net income. Perform detailed financial and data analysis to identify trends, risks, opportunities, anomalies, and key forecast drivers.

Why It Might Be a Fit

This role offers broad exposure across Schwab and the opportunity to deepen your knowledge of financial services, enterprise forecasting, financial modeling, and executive decision support.

Requirements

• Bachelor’s degree in finance, economics, accounting, business analytics, or a related field, or equivalent relevant professional experience.
• 2+ years of experience in financial planning and analysis, corporate finance, forecasting, financial modeling, management reporting, accounting, treasury, investment analysis, or a related finance function.
• Hands-on experience analyzing financial statements, business performance, revenue or expense drivers, and large or complex data sets.
• Experience building, maintaining, or evaluating financial models, forecasts, budgets, or scenario analyses using clearly documented assumptions.
• Strong proficiency in Microsoft Excel, including formulas, pivot tables, lookups, data analysis, and financial-modeling techniques, plus proficiency in Microsoft PowerPoint.
• Working knowledge of finance and accounting principles and the ability to connect operating or market drivers to financial results.
• Ability to identify key themes and trends, investigate variances, assess the reasonableness of inputs, and convert analysis into clear, decision-useful insights.
• Strong written and verbal communication skills, with the ability to explain complex financial information to Finance, business, and senior-leadership audiences.
• Demonstrated ability to build productive relationships, manage competing priorities, exercise sound business judgment, and deliver accurate work in a fast-paced, deadline-driven environment.
• A proactive, collaborative approach with strong attention to detail and a commitment to continuous improvement.

Tagged as: Data Analysis, Excel, Financial Modeling, Forecasting