Charles Schwab Finance Manager, Stock Plan Services in Lone Tree, Colorado
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.
The SPS Finance Manager opportunity is a vital member of the Retail & Marketing Finance organization. This high profile position provides direct financial oversight and decision support for various operations within Stock Plan Services including corporate client support, participant services, workplace financial solutions and platform/product creation and support. The organization is critical in delivering products and services with institutional-grade expertise to everyday investors.
In addition, you will work across the Finance organization. With your analytics and financial savvy, you'll liaise between the Finance team and the functional areas it supports. You will resolve issues related to forecasting, planning, resource prioritization and business profitability, and you will help create and translate business case analyses into easy-to-understand presentations.This will be a great opportunity to gain business knowledge, exposure within Schwab with a potential for future career possibilities, and be part of a great team.
What you’ll do:
Build and maintain financial models to inform decision making
Facilitate ongoing forecasting and the annual budgeting process (revenue, expense & personnel)
Lead monthly close process around revenue, expenses, personnel and related metrics
Relationship / thought partnership with product Managers and Directors
Help drive business decisions or influence the future direction of the product
Perform other financial reporting needs as required by the business, ad-hoc analysis and projects
What you have:
An undergraduate degree
3 - 5 years of related Financial Planning & Analysis or similar experience
Strong experience with data analytics and decision support
Prior financial industry experience preferred
Strong PC skills, including proficiency in Excel, Word, PowerPoint and financial modeling
Experience sourcing data from database applications and working efficiently with large data sets
Ability to build relationships and interact with many different audiences and levels of management
Demonstrated track record of managing several projects simultaneously
Ability to synthesize data and summarize findings into effective presentations
Ability to quickly analyze issues and present workable solutions that are in the best interest of our business partners
Ability to articulate views in a clear and concise manner
Highly motivated, engaged, self-starter
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 at http://www.aboutschwab.com/careers/lifeatschwab/" .
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