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Senior Team Manager, Finance

Company: Charles Schwab Corporation
Location: Littleton
Posted on: September 13, 2020

Job Description:

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 .

Brokerage Products: Not FDIC Insured • No Bank Guarantee • May Lose Value

Schwab is committed to building a diverse and inclusive workplace where everyone feels valued. As an equal employment opportunity employer, our policy is to provide equal employment opportunities to all employees and applicants without regard to any status that is protected by law ( Equal Employment Opportunity policy ). Schwab is also an affirmative action employer, focused on advancing women, minorities, veterans, and individuals with disabilities in the workplace. We believe diversity and inclusion are part of our success as a company and our purpose of serving every client with passion and integrity.

The Charles Schwab Corporation provides a full range of brokerage, banking and financial advisory services through its operating subsidiaries. Its broker-dealer subsidiary, Charles Schwab & Co., Inc. (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. Access to Electronic Services may be limited or unavailable during periods of peak demand, market volatility, systems upgrade, maintenance, or for other reasons.

This site is designed for U.S. residents. Non-U.S. residents are subject to country-specific restrictions. Learn more about our services for non-U.S. residents .

Job Locations US-CO-Lone Tree | US-TX-Westlake | US-AZ-Phoenix

Requisition ID 2020-64787

Posted Date 4 days ago (8/20/2020 6:57 PM)

Category Finance & Accounting

Position Type Full time

This role provides a great opportunity for a Finance professional to work with leaders and managers in the heart of Schwab's largest organization. The Sr. Team Finance Manager plays a critical role as part of the Schwab Investor & Digital Services Finance team through providing financial oversight and decision support for Schwab’s Planning & Portfolio Group and Managed Investing organization within Retail.

What you are good at Lead 2 individual contributor Sr. Specialists and interact with business owners of the Retail Investor Services organization as well as Finance counterparts

Supports the Managed Investing and Planning & Portfolio Groups

Develop client analytics and reporting that will advise important business investment and resource allocation decisions

Partner with business owners to develop annual operating plans and financial forecasts

Supervise the monthly close process and other reporting

Assess the financial impact of new business initiatives, strategic actions, and project investments

Perform ad hoc analysis related to understanding business trends, business performance, and product performance

What you have 7+ years of experience in Finance, demonstrating progression into increasingly complex roles

2+ years of leadership or people management experience is preferred

The successful candidate will have the ability to manage contending priorities and work independently in an exciting and fast paced environment

Significant financial planning and business consulting experience is important. Experience with brokerage operations and trading activities is a plus

Must have excellent analytic and interpersonal communications skills and shown success in working with senior business partners

Ability to drive strong engagement among team members and colleagues is crucial

Effective use of Microsoft Excel and PowerPoint applications is required; data querying and acquisition skills strongly preferred

MBA or equivalent graduate degree preferred

Ability to logically structure analytical problems and use critical reasoning skills to evaluate financial opportunities/issues

Ability to multi-task and prioritize a number of time sensitive tasks

Ability to work independently and take ownership of issues

Outstanding oral and written communication skills

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Why Schwab?

At Schwab, “Own Your Tomorrow” embodies everything we do! We are committed to helping our employees unleash their potential and achieve their dreams. Our employees get to play a central role in disrupting a multi-trillion-dollar industry, creating a better, more modern way to build and manage wealth. We’re a modern financial services firm that stands apart from the industry, where you can go as far as your ambition takes you.

Hear from employees: What’s it like to work at Schwab!

The benefits of working at Schwab : a package designed to empower your health, wealth, career and life.

Schwab is committed to building a diverse and inclusive workplace where everyone feels valued.

As an equal employment opportunity employer, our policy is to provide equal employment opportunities to all employees and applicants without regard to any status that is protected by law. (Please click here to see policy.)

Schwab is also an affirmative action employer, focused on advancing women, minorities, veterans, and individuals with disabilities in the workplace.

We believe diversity and inclusion are part of our success as a company and our purpose of serving every client with passion and integrity.

Keywords: Charles Schwab Corporation, Littleton , Senior Team Manager, Finance, Other , Littleton, Colorado

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