Sr Manager, Finance - Trading Services

Your OpportunityAt Schwab, you’re empowered to make an impact on your career. Here, innovative thought meets creative problem solving, helping us challenge the status quo and transform the finance industry together. We believe in the importance of in-office collaboration and fully intend for the selected candidate for this role to work on site in the specified location(s).As a Senior Manager within Trading Services Finance, you will serve as a senior individual contributor responsible for the revenue forecast supporting Schwab’s Retail Trading business. You will own and improve an established forecasting framework, evaluate how trading activity, client behavior, product mix, market conditions, and commission rates affect financial performance, and translate those movements into clear insights for senior Finance and business leaders.Your impact will extend beyond producing an accurate forecast. You will identify the business drivers behind results, pressure-test assumptions, evaluate risks and opportunities, and communicate a concise point of view that helps leaders make informed decisions. This role also supports monthly performance analysis, quarterly forecasting, annual planning, and the evaluation of volume-sensitive trading expenses.Success will require strong Business Acumen, Analytical Thinking, Decision Making, and Storytelling. You will collaborate across Finance, Trading Services, Operations, Accounting, Risk, and data teams, adapting your communication to different audiences while maintaining accountability for the quality and credibility of the financial outlook. You will have the autonomy to strengthen reporting, controls, assumptions, and processes while developing deeper expertise in a dynamic, market-sensitive business.What you haveRequired qualificationsBachelor’s degree in Finance, Accounting, Economics, Business, or a related field7+ years of progressive Finance experience, including ownership of a complex forecast, financial plan, or comparable decision-support processExperience analyzing financial and operational drivers, developing forward-looking assumptions, and explaining material changes in business performanceDemonstrated Business Acumen and Decision Making, with the ability to form and defend a well-supported point of view when information is incomplete or assumptions are challengedDemonstrated Communication and Storytelling skills, including experience presenting complex financial information and recommendations to senior leadersExperience using Problem Solving and Analytical Thinking to evaluate financial results, identify root causes, and recommend practical actionsExperience with Stakeholder Management and Cross-Functional Collaboration across Finance, business, operational, accounting, risk, or data partnersPreferred qualificationsExperience supporting trading, brokerage, wealth management, capital markets, banking, payments, financial technology, or another transaction- or volume-driven businessExperience improving an established financial model, reporting process, governance structure, or control environmentProficiency in Microsoft Excel and Microsoft PowerPoint, including the ability to analyze large data sets and create executive-ready financial presentationsExperience with SQL, data-querying tools, financial systems, driver-based models, or other analytical technologiesExperience with Strategic Planning, Financial Reporting, variance analysis, and the evaluation of revenue and volume-sensitive expensesAbility to demonstrate Influencing Others by constructively challenging assumptions, responding confidently to questions, and building credibility with senior partnersAdaptability when business conditions, market activity, priorities, or available information changeMaster of Business Administration, Certified Public Accountant certification, Chartered Financial Analyst designation, or related advanced education or professional trainingIn addition to the salary range, this role is eligible for bonus or incentive opportunities.Job SummaryRequisition ID: 2026-125525Posted Date: 11 hours ago(8/19/2026 4:57 PM)Category: Finance & AccountingSalary Range: USD $150,000.00 - $180,000.00 / YearApplication deadline: 9/2/2026Position Type: Full time