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Senior Specialist Finance

Location San Francisco, California, United States; Lone Tree,Colorado,United States;Chicago,Illinois,United States;Westlake,Texas,United States; Requisition ID 2022-83627 Category Finance and Accounting Position Type Regular CO Salary Range 78,200 - 140,800
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Your Opportunity


The Retail Trading & Education Finance group provides financial analysis and strategic decision support for Schwab’s Retail Investor Services enterprise. This role is vital in providing financial guidance, helping business partners drive scale and efficiency, and developing ad-hoc analytics to support business initiatives to an organization focused on providing superior trading platform, products, education and client experience.

Workplace Flexibility Program: We're proud to support our employees in a working approach that allows you to bring your best self to work – whether that’s in the office or remote.

  • Most Schwabbies have the opportunity to voluntarily work in the office or at home based on their preference*
  • When the firm is ready to fully return to the office, employees will have the flexibility of a hybrid work environment, spending some time working remote and some time in the office.
  • Employees and managers can discuss and decide what works best for them, with additional flexibility available based on their role, business needs, and individual circumstances.

*Subject to change as Schwab is continually evaluating the current environment in order to best care for the safety and well-being of our employees.

What you are good at


  • Be a key partner to the Trading & Education business leadership team across geographical locations
  • Independently provide monthly financial reporting, variance analysis, lead monthly close process, provide ongoing financial forecasting and annual budgeting, and ad hoc business analysis to business partners
  • Synthesize, communicate, and provide relevant financial insights to advise strategic decision making
  • Build strong business partnerships at multiple levels to help get results
  • Proactively identify unmet financial reporting and analysis needs to drive process efficiencies

What you have


  • Undergraduate degree in Finance, Business, Economics, Accounting or related field
  • 2+ years of related financial planning & analysis (FP&A) experience
  • Knowledge of finance and accounting principles and concepts
  • Proficiency in Microsoft Excel and PowerPoint and ability to learn different applications and tools
  • Proactive self-started and teammate who can work well in a fast-paced, time-sensitive environment
  • Excellent communication skills, both written and verbal
  • Strong attention to detail and analytical skills
  • Ability to work as a team and form relationships to deliver results
  • Knowledge of IBM Planning Analytics or PeopleSoft Financials is a plus

Colorado Compensation
Target Total Compensation - 78,200 - 140,800.
Your actual pay will be based on your skills and experience -- talk with your recruiter to learn more.

Why work for us?

Own Your Tomorrow embodies everything we do! We are committed to helping our employees ignite their potential and achieve their dreams. Our employees get to play a central role in reinventing a multi-trillion-dollar industry, creating a better, more modern way to build and manage wealth.

Benefits: A competitive and flexible package designed to empower you for today and tomorrow. We offer a competitive and flexible package designed to help you make the most of your life at work and at home—today and in the future. Explore further.

Schwab is committed to building a diverse and inclusive workplace where everyone feels valued. As an Equal 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 the policy.

Schwab is an affirmative action employer, focused on advancing women, racial and ethnic minorities, veterans, and individuals with disabilities in the workplace. If you have a disability and require reasonable accommodations in the application process, contact Human Resources at applicantaccessibility@schwab.com or call 800-275-1281.

TD Ameritrade, a subsidiary of Charles Schwab, is an Equal Opportunity Employer. At TD Ameritrade we believe People Matter. We value diversity and believe that it goes beyond all protected classes, thoughts, ideas, and perspectives.

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