Charles Schwab Finance Manager in Lone Tree, Colorado


Lone Tree - CO, DENR3, 9800 Schwab Way, 80124

Anthony Jason Pacheco


We believe that , when done right, investing liberates people to create their own destiny. We are driven by our purpose to champion every client’s goals with passion and integrity. We respect and appreciate the diversity of our employees, our clients, and the communities we serve. We challenge conventions strategically to create value for our clients, our firm and the world. We live and bring to life the concept of ‘own your tomorrow’ every day. We champion our employee strengths, guide their development, and invest in their long-term success. We hire optimistic, results-oriented, curious, innovative, and adaptable people with the desire to help our clients and one another succeed.

As a company, we were established by Chuck at over 40 years ago to champion Main Street over Wall Street, and to help Americans transform themselves from earners to owners. Through advocacy and innovation, we work to make investing more affordable, accessible and understandable for all. As we enter our fifth decade, we are looking for talented, innovative and driven people who believe they can help themselves, and our clients, create a better future.

Our Opportunity:

Advisor Services Finance is responsible for partnering with each of the key departments in Advisor Services. The groups we support include Business Development, Relationship Management, Service, Trading, Risk, and Consulting. In addition to supporting the Advisor Services leaders, AS Finance also plays a key role in analysis and forecasting of revenue, NNA, and profitability.

What you’ll do:

Financial Planning & Reporting

  • Lead monthly close process for revenue, expenses, personnel and related metrics, including identifying and communicating variances to Plan.

  • Facilitate ongoing forecasting and the annual budgeting process.

  • Identify and understand risks and opportunities affecting future business results and lead efforts to drive budget trade-off decisions within the business.

  • Plan, organize and produce financial reports and analysis for business partners on a periodic basis.

  • Proactively develop improvements to the efficiency and effectiveness of reporting processes and reduce FP&A cycle times.

  • Perform other financial reporting needs as required by the business.

Ad-Hoc Analysis

  • Source/mine data to build and maintain financial models to inform and influence decision making.

  • Help drive business decisions and influence the future direction of products/services.

  • Develop business cases to support investment decisions and measure benefits to understand results across a diverse set of client segments, products and offers.

  • Perform other ad-hoc analyses as required by the business.

Business Partnering

  • Relationship/thought partnership with department Managers, Directors and senior leadership within the assigned organization.

  • Provide financial oversight and decision support to business partners on an ongoing basis.

What you have:

  • A minimum of 4 years of related Financial Planning and Analysis or similar experience.

  • Financial services industry experience preferred.

  • Tactical knowledge on business process and tools, especially within Finance

  • Demonstrated experience applying financial accounting and managerial accounting principles.

  • Demonstrated experience applying financial analysis principles (e.g. discounted cash flow analysis, marginal costing).

  • Basic understanding of modern financial theory, capital market investments and financial products.

  • Strong communication (written and verbal) and partnering skills. Comfortable interacting with director level business partners and finance officers.

  • Strong public speaking/presentation skills.

  • Strong quantitative, analytical support skills.

  • Advanced PC skills, including advanced skills in Excel, Word, PowerPoint, financial modeling.

What you’ll get:

  • Comprehensive Compensation and Benefits package

  • Financial Health: 401k Match, Employee Stock Purchase Plan, Employee Discounts, Personalized advice, Brokerage discounts

  • Work/Life Balance: Sabbatical, Paid Parental Leave, New Mothers returning to work Program, Tuition Reimbursement Programs, Time off to volunteer, Employee Matching Gifts Program

  • Everyday Wellness: Health and Lifestyle Wellness Rewards, Onsite Fitness Classes, Healthy Food Choices, Wellness Champions

  • Inclusion: Employee Resource Groups, Commitment to diversity, Strategic partnerships

  • Not just a job, but a career, with an opportunity to do the best work of your life

Learn more about Life@Schwab at" .

Charles Schwab & Co., Inc. is an equal opportunity and affirmative action employer committed to diversifying its workforce. It is Schwab's policy to provide equal employment opportunities to all employees and applicants without regard to race, color, religion, sex (including pregnancy, childbirth, breastfeeding, or related medical conditions), gender identity or expression, national origin, ancestry, age, disability, legally protected medical condition, genetic information, marital status, sexual orientation, protected veteran status, military status, citizenship status or any other status that is protected by law. Schwab also does not discriminate against applicants or employees because they have inquired about, discussed, or disclosed their own pay or the pay of another employee or applicant. At Schwab, we believe that every employee, through their diverse abilities and experiences, can contribute to our growth, innovation and client loyalty. We embrace diversity and are committed to providing equal opportunity to all employees and applicants. If you have a disability, and require reasonable accommodations in the application process, call Human Resources at 800-725-3535. We will be happy to assist you. Schwab will only share your accommodation request with those individuals who have a specific need to know. The request for an accommodation will not affect Schwab's hiring decisions. All other submissions should be performed online.

Job Specifications

Relocation Offered?: No

Work Schedule: Days

Languages: English - spoken

Current Licenses / Certifications: None

Relevant Work Experience: Financial Services-6+ yrs, Analyst/Strategy-2-5 yrs, Accounting and Finance-2-5 yrs, Analyst/Strategy-6+ yrs, Accounting and Finance-6+ yrs, Financial Services-2-5 yrs

Position Located In: CO - Lone Tree

Education: BA/BS

Job Type: Full Time


Activation Date: Wednesday, June 27, 2018

Expiration Date: Saturday, July 28, 2018

Apply Here