Manager Finance - Corporate FP&A Expense Management

• Support enterprise expense planning, forecasting, consolidation, and management reporting across monthly forecasts, quarterly outlooks, annual planning, and long-range planning cycles.
• Partner with Enterprise Finance teams and business leaders to consolidate forecast results, risks, opportunities, key assumptions, and variance explanations into a comprehensive enterprise expense outlook.
• Analyze expense performance, forecast variances, business drivers, and emerging trends to develop actionable insights and recommendations for Finance leadership.
• Develop and communicate the enterprise expense story by translating complex financial information into clear, concise, and executive-ready messaging. Support presentations for forecast reviews, close meetings, planning cycles, and senior leadership discussions.
• Support performance management routines, including variance analysis, KPI reporting, scenario analysis, and risk and opportunity assessments that improve decision-making and accountability.
• Challenge forecast assumptions, identify disconnects, evaluate risks, and work collaboratively with Finance partners to improve forecast accuracy, transparency, and consistency.
• Coordinate and support Finance governance, controls, and compliance activities associated with enterprise forecasting and reporting processes.
• Partner with stakeholders to improve forecasting methodologies, reporting capabilities, planning systems, and operational processes through standardization, automation, and continuous improvement initiatives.
• Support administration, enhancement, and ongoing use of enterprise planning and forecasting systems, including TM1/Planning Analytics and related reporting tools.
• Perform ad hoc financial analysis and scenario modeling to evaluate financial implications of business decisions, emerging trends, and strategic initiatives.
• Build trusted partnerships across Finance and the business while effectively managing competing priorities in a fast-paced and highly visible environment.

• Bachelor's degree in Finance, Economics, Accounting, or a related field.
• 5+ years of progressive experience in FP&A, corporate finance, accounting, financial analysis, or a related discipline.
• Strong experience with budgeting, forecasting, financial modeling, variance analysis, management reporting, and performance management.
• Solid understanding of financial statements, corporate finance concepts, expense management, and business performance drivers.
• Strong analytical, problem-solving, and critical thinking skills with the ability to structure complex problems and develop practical solutions.
• Demonstrated ability to synthesize large amounts of information and communicate complex financial concepts to a variety of audiences.
• Proven ability to influence outcomes through collaboration, relationship building, and constructive challenge.
• Strong business judgment, intellectual curiosity, and comfort operating in ambiguous situations.
• Advanced proficiency in Excel and PowerPoint required. Experience with IBM Planning Analytics (TM1), enterprise planning systems, financial reporting platforms, or data visualization tools preferred.
• Financial services industry experience preferred.

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