Senior Specialist, Corporate Functions at Charles Schwab

Pay range:

USD $29.28 - $59.81 / Hour

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

What's in it for you

At Schwab, you're empowered to shape your future. We champion your growth through meaningful work, continuous learning, and a culture of trust and collaboration-so you can build the skills to make a lasting impact. Our Hybrid Work and Flexibility approach balances our ongoing commitment to workplace flexibility, serving our clients, and our strong belief in the value of being together in person on a regular basis.

We offer a competitive benefits package that takes care of the whole you - both today and in the future:

• 401(k) with company match and Employee stock purchase plan
• Paid time for vacation, volunteering, and 28-day sabbatical after every 5 years of service for eligible positions
• Paid parental leave and family building benefits
• Tuition reimbursement
• Health, dental, and vision insurance