Job Locations US-CO-Lone Tree | US-TX-Westlake | US-CA-San Francisco | US-AZ-Phoenix | US-NE-Omaha

Requisition ID

2025-107911

Posted Date

16 hours ago(2/19/2025 7:57 PM)

Category

Finance & Accounting

Salary Range

USD $103,500.00 - $230,000.00 / Year

Application deadline

3/3/2025

Position Type

Full time

At Schwab, you’re empowered to make an impact on your career. Here, innovative thought meets creative problem solving, helping us “challenge the status quo” and transform the finance industry together.

The Senior Manager, Balance Sheet Management Finance is a senior professional role within Corporate FP&A team. The candidate will lead FP&A in effectively partnering, challenging and refining forecasts of Schwab’s balance sheet. The role will own monthly financial reporting and forward-looking analytics. This role will be the subject matter expert within FP&A on balance sheet topics. This position will work across the Finance organization, including Treasury, Controllers, Investor Relations and Finance Risk Management.

• Bachelor’s degree in Finance, Economics, Accounting or related field
• 5-7+ years of experience in FP&A, Treasury, Investor Relations or Controllers
• Experience and knowledge of scenario modeling and balance sheet management including capital, liquidity and market risk within financial services industry
• Proactive, self-starter, with high level of personal responsibility to manage and deliver multiple projects and succeed in a time-sensitive, fast-paced environment with minimal direction
• Ability to logically structure analytical problems and use critical reasoning skills to evaluate financial forecasts and guide senior stakeholders
• Ability to partner up, down, and across the organization deliver financial forecasts and reporting
• Leverage relationships and credibility with senior stakeholders in Finance organization to advance goals
• Excellent oral and written communication skills and interpersonal skills
• Mastery of Excel, Word, PowerPoint, Think-cell to deliver executive level financial storytelling
• Strong knowledge of financial systems (IBM Planning Analytics, PeopleSoft Financials, PolyPaths)
• Effective in data and visualization software (Tableau, SQL, GCP)

What you'll do:

• Responsible for building the capability for FP&A to effectively partner, challenge, and refine forecasts of balance sheet, financial risk stripes and metrics for the consolidated company and all subsidiaries
• Lead production of balance sheet executive and Board reporting. Ensure consistent storytelling of forecasted balance sheet, financial risk stripes and metrics to all internal and external forums
• Ensure Finance leaders always have complete and accurate forecast data to make informed reviews of key balance sheet reporting
• Develop data foundation using analytical tools to track key business performance drivers and metrics, identify the potential opportunities or risks, and enhance transparency and accountability
• Work cross-functionally to drive sustainable and efficient forecasting improvement efforts, including enhancements to financial systems and governance
• Serve as subject matter expert and thought leader for FP&A team members on balance sheet management topics. Implement training program to upskill FP&A knowledge and effectiveness on balance sheet management topics
• Represent FP&A in all balance sheet management work, including all ALCO Capital, Liquidity and Market Risk working groups
• Maintain sound risk management and control environment for balance sheet forecasting
• Perform ad hoc analysis related to understanding business and client trends and their financial impact for balance sheet management

In addition to the salary range, this role is also eligible for bonus or incentive opportunities.

Sorry the Share function is not working properly at this moment. Please refresh the page and try again later.

Share on your newsfeed

Why work for us?

Own Your Tomorrow embodies everything we do! We are committed to helping our employees ignite their potential and achieve their dreams. Our employees get to play a central role in reinventing a multi-trillion-dollar industry, creating a better, more modern way to build and manage wealth.

Benefits: A competitive and flexible package designed to empower you for today and tomorrow. We offer a competitive and flexible package designed to help you make the most of your life at work and at home—today and in the future.