Job Description

Your Opportunity
The Schwab Asset Management Solutions (SAMS) FP&A team is a Finance partner to the Asset Management business, which manages and supports more than $3 trillion of client assets and provides money management and portfolio advice solutions.

Finance is heavily involved in financial modeling, pricing, and product/solution profitability analyses and provides financial planning, analysis and reporting in support of SAMS and its business functions that includes Sales, Strategy and Product Management.

What you are good at

* Advise business partners on strategic alternatives and potential impact of decisions. Provide insights into critical trends and decision support.
* Collaborate with business, corporate finance and team members to simplify the complex, break down barriers and incorporate the ideas of others.
* Analyze and partner with Finance team to develop financial models to help evaluate opportunities in support of strategic and competitive growth initiatives.
* Report: Enhance reporting capabilities to include benchmarks and exception-based reports and implement improvements to existing data gathering, reporting and analysis processes to improve efficiencies.
* Perform ad-hoc analyses related to understanding business, product performance and P&L metrics
* Implement driver-based modeling and financial planning
* Develop deep knowledge of SAMS business and products and become a valued thought partner with business partners and stakeholders in other areas of Schwab
* Develop and present PowerPoint materials with clear and concise messages that resonate with a target audience, particularly Senior Leadership

What you have

* Initiative: Strong self-starter w/excellent business judgment and ability to proactively problem solve
* Analytical thinking: Ability to scope and structure financial analysis and develop complex financial models to answer ad hoc business questions from senior management efficiently and accurately
* Consulting and influencing skills prior experience working in core Financial Planning & Analysis or dedicated analysist within a business unit
* Attention to detail and accuracy with proven ability to identify data anomalies and identify issues
* Working knowledge of relational database structures
* Experience using programming language(s) to query, aggregate, validate, and summarize data accurately.
* Expert Microsoft Excel skills required including, but not limited to, model development, automation of repeatable processes using formulas, and visualizations
* Communication: Clear and concise analyses, as well as excellent written and verbal communication
* Intellectual curiosity and inquisitive approach
* Financial services industry experience preferred
* Bachelors degree required -- MBA or equivalent preferred
* A minimum of 7+ years of related financial planning and business analysis experience









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

The posted salary range describes the minimum to maximum range for this job description in the state of Colorado. The salary range is posted in accordance with the Colorado Equal Pay for Equal Work Act. The salary range for this same position may be lower or higher in markets outside of Colorado.

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.

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