CFO Finance & Accounting

This position provides the right candidate with a unique opportunity to join the Schwab Technology Services Finance team. The team serves as a strategic business partner, providing financial insights, planning, and analysis to support decision-making and drive operational excellence. This role will lead performance analysis for key technology functions, ensuring alignment with corporate financial goals.

This role will lead Finance support for multi-billion technology investment portfolios, Internally Developed Software Capitalization processes and play a key role in the Technology Business Management Office (TBMO). This role provides direct financial oversight and decision support to these cross-functional processes.

Lead Internally Developed Software capitalization processes, partnering with portfolio leaders and controllers

Build and maintain financial models to inform and influence decision making within investment portfolios

Lead FP&A processes (monthly close, variance analysis, risk and opportunities, reporting, forecasting and annual planning) for significant and complex investment portfolios

Enhance reporting solutions and champion adoption of Technology Business Management framework and Total Cost of Ownership data across STS FP&A team

Partner with subject matter experts across the organization to improve cost transparency and total cost of ownership views of Schwab’s technology investments

Work cross-functionally to drive sustainable and efficient forecasting improvement efforts, including enhancements to financial systems leveraging GenAI capabilities

Maintain sound risk management and control environment for work product

Bachelor’s degree in Finance, Economics, Accounting, or related field

5 years of experience in Finance

Deep understanding of internally developed software capitalization accounting and governance

Systems thinker with proven experience modernizing cross-functional financial processes and champion of GenAI capabilities

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

Financial planning and scenario modeling experience is important

Our Hybrid Work and Flexibility approach balances our ongoing commitment to workplace flexibility, serving our clients, and our strong belief in the value of being together in person on a regular basis.

401(k) with company match and Employee stock purchase plan

Paid parental leave and family building benefits

Tuition reimbursement

Health, dental, and vision insurance

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