- Career Center Home
- Search Jobs
- Senior Specialist, Financial Analyst
Results
Job Details
Explore Location
Schwab
Westlake, Texas, United States
(on-site)
Posted
13 hours ago
Schwab
Westlake, Texas, United States
(on-site)
Job Type
Full-Time
Senior Specialist, Financial Analyst
The insights provided are generated by AI and may contain inaccuracies. Please independently verify any critical information before relying on it.
Senior Specialist, Financial Analyst
The insights provided are generated by AI and may contain inaccuracies. Please independently verify any critical information before relying on it.
Description
Your OpportunityThe Senior Specialist, Corporate Functions role is a vital member of the Finance organization that provides direct financial oversight and decision support for business partners leading Corporate Functions enterprises. This role combines financial planning with ad-hoc analytics in support of various business initiatives. This role provides opportunities to work directly with senior business leaders and finance department leadership in identifying trends, analyzing financial inputs and creating forecasts. This position has a strong business partnering and analytics focus and will require a self-motivated, action-oriented individual who can prioritize, organize, communicate and collaborate to build relationships across departmental lines. This is an individual contributor role.
What you'll do:
- Act as the primary finance liaison to the leadership of Corporate Functions enterprises, providing strategic financial guidance to support operational decision-making
- Develop and maintain financial plans, partnering closely with functional leaders to create detailed forecasts aligned to strategic goals
- Facilitate financial close activities to analyze and explain monthly, quarterly, and annual variances to budget, forecast, and prior years
- Be a key partner in the development and implementation of firm-wide strategic initiatives for supported enterprises
- Establish and communicate a finance "point of view" based on objective, fact- based analysis that is valued by business leaders
- Work in cross-functional teams to innovate and drive process efficiencies across the business and finance
What you have
To ensure that we have fulfilled our promise of "challenging the status quo," this role has specific qualifications that successful candidates should have.
Required Qualifications
- Bachelor's degree (preferably in Accounting, Finance, Economics, or related field)
- 2-4+ years of progressive experience in FP&A-related roles, ideally including prior exposure to expense management in the support of Corporate Functions-related enterprises
- Excellent interpersonal and communication abilities and strong executive presence
- Strong proficiency in financial analysis, forecasting, and modeling, with robust knowledge of tools like Excel, IBM Planning Analytics, and Workday
- Great analytical and problem-solving skills, with the ability to navigate both the tactical and strategic context of business strategies and targeted outcomes
- Comfortable working in a fast-paced environment with shifting priorities and tight deadlines
- High integrity, with a results-oriented ownership mindset towards execution
Preferred Qualifications
- Prior financial services industry experience
Requisition #: 2026-121255
r1d4rh5eu
Requirements
2026-121255
Job ID: 84452151

Schwab
United States
Schwab is a leader in financial services, helping millions of people make the most of their money. Most Schwab careers are based in one of our two main operating segments, Investor Services or Institutional Services. But across the entire Schwab organization, more than 12,000 employees share a passion for fulfilling our corporate purpose: to help everyone be financially fit.
View Full Profile
More Jobs from Schwab
Managing Director, Product Strategy & Business Operations
New York, New York, United States
13 hours ago
Client Relationship Specialist - Harrisburg, PA
Camp Hill, Pennsylvania, United States
13 hours ago
DevOps & Infrastructure Support Engineer
Austin, Texas, United States
13 hours ago
Jobs You May Like
Community Intel Unavailable
Details for Westlake, Texas, United States are unavailable at this time.
Loading...
