Financial Analyst

Charles Schwab - Phoenix, AZ (30+ days ago)4.1


Phoenix - AZ, PHX8040, 8040 South 48th Street, 85044
Marianna Christine Caporuscio

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 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:
This Finance Manager opportunity is a vital member of the Technology Finance organization that provides direct financial oversight and decision support for Schwab Technology Services and the Application Modernization Program.

This high profile role combines both financial planning with ad-hoc analytics in support of various business initiatives. The position provides opportunities to work directly with senior business executives and finance department leadership in identifying trends and creating forecasts. This role has a strong analytics focus and will require a self-motivated, action-oriented strategic thinker who can prioritize, organize, communicate and collaborate to build relationships across departmental lines, while ensuring deliverables for the entire Technology Finance team are met on-time.

What you’ll do:
Organize, manage, and communicate the financial planning and monthly variance reporting process for the entire Schwab Technology Services Enterprise in order to inform decision making for both the Enterprise and Corporate
Be a key partner to the Application Modernization Program Team; managing the consolidation, reporting, and forecasting of financials of the program, including gross spend, expense capitalization, and depreciation
Work in cross-functional teams to innovate and drive process efficiencies across the business and finance
Drive to structure and lead analytical and other decision-support projects
Build strong business partnerships at multiple levels while informing and influencing strategic decisions
Acquire an in-depth understanding of a complex and challenging business enterprise

What you have:
An undergraduate degree
A minimum of 3-5 years of related financial/business analysis and planning experience
Self-motivated, results-oriented self-starter
Adept organizational ability
Superior analytical skills with a high level of attention to detail
Strong communication (written and oral)
Capability to effectively managing several work streams, deadlines, and projects concurrently
Ability to build relationships and demonstrate a high level of professional interaction with business VPs and Directors
Proficiency in sourcing data from multiple database applications and working efficiently to consolidate and summarize large data sets

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.

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: Accounting and Finance-2-5 yrs
Position Located In: AZ - Phoenix, TX - Westlake
Education: BA/BS
Job Type: Full Time

Activation Date: Thursday, July 26, 2018
Expiration Date: Sunday, August 26, 2018
Apply Here