Charles Schwab · 14 hours ago
Finance Manager
US-CA-San Francisco
Full-time
Onsite
Mid Level
$84K/yr - $160K/yr
4+ years expCharles Schwab is a company that empowers individuals to make an impact on their careers. They are seeking a Finance Manager to join the Corporate FP&A Capital Stress Testing team, responsible for forecasting financial impacts and providing oversight for client product balances.
Financial Services
Responsibilities
Partner with subject matter experts across the organization to bring together a complete forecast view of client product balances, with an emphasis on balance sheet impact, across a wide range of baseline and stressful scenarios
Engage with experts from multiple teams at Schwab as well as Schwab leaders to communicate and challenge forecast results. This includes aiding in the production of the annual Capital Plan and associated reporting for the Board and Federal Reserve
Work cross-functionally to drive sustainable and efficient forecasting improvement efforts, including enhancements to financial systems such as the alignment of BAU and CST forecasting processes
Maintain sound risk management and control environment for Capital Stress Testing revenue forecasting efforts
Perform ad hoc analysis related to understanding business and client trends and their revenue impact
Qualification
Required
Bachelor's degree in Finance, Economics, Accounting, or a related field
4+ years' experience in accounting, FP&A, treasury, or related function
Strong foundation of accounting and finance knowledge, including an understanding of balance sheet and income statement principles, and Schwab's balance sheet dynamics and product balances
Proactive, self-starter, able 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
Excellent oral and written communication skills and interpersonal skills. Comfortable partnering with peers and management and to work effectively in a fast-paced, dynamic team environment
Financial planning and scenario modeling experience is important
Expertise in Excel, Word, PowerPoint required
Preferred
Experience with financial services industry is a plus
Strong knowledge of IBM Planning Analytics preferred
Benefits
Bonus or incentive opportunities
Company
Charles Schwab
We have plans for every turn you take.
10001+ employees
H1B Sponsorship
Charles Schwab has a track record of offering H1B sponsorships. Please note that this does not
guarantee sponsorship for this specific role. Below presents additional info for your
reference. (Data Powered by US Department of Labor)
Distribution of Different Job Fields Receiving Sponsorship
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Trends of Total Sponsorships
2025 (579)
2024 (468)
2023 (455)
2022 (705)
2021 (483)
2020 (282)
Funding
Current Stage
Late StageLeadership Team
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Jim McGreevy
Senior Project Manager
Recent News
2025-10-04
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