Sr. Manager - Corporate Finance - Expense Planning

At Schwab, our purpose is to champion every client's goals with passion and integrity. The Corporate FP&A organization plays a critical role in bringing that purpose to life by helping leaders understand enterprise performance and make informed decisions that shape the company's future. Positioned at the center of Finance, the team provides forward-looking forecasts, financial insights, and executive decision support to leaders across the organization, including the CFO. 

Within Corporate FP&A, the Expense Forecasting team leads Schwab's enterprise expense forecasting, consolidation, reporting, and performance management processes across monthly forecasts, quarterly outlooks, annual planning, and long-range planning cycles. The team helps leadership understand the business drivers, investment priorities, risks, opportunities, and financial outcomes shaping the company's expense outlook. As a Senior Manager, Corporate FP&A Expense Management, you will play a key role in developing and communicating Schwab's enterprise expense story. This individual contributor role partners broadly across Enterprise Finance and business teams to deliver accurate forecasts, identify emerging risks and opportunities, support executive decision-making, and drive continuous improvement across processes, reporting, and forecasting capabilities. 

• Bachelor's degree in Finance, Economics, Accounting, or a related field. 

• 8+ 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. 

• →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. 

• →Own enterprise Scale and Efficiency consolidation and reporting which shapes our forecast 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. 

• →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.