Senior Specialist, Corporate Functions

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 DoAct as the primary finance liaison to the leadership of Corporate Functions enterprises, providing strategic financial guidance to support operational decision-makingDevelop and maintain financial plans, partnering closely with functional leaders to create detailed forecasts aligned to strategic goalsFacilitate financial close activities to analyze and explain monthly, quarterly, and annual variances to budget, forecast, and prior yearsBe a key partner in the development and implementation of firm-wide strategic initiatives for supported enterprisesEstablish and communicate a finance "point of view" based on objective, fact- based analysis that is valued by business leadersWork in cross-functional teams to innovate and drive process efficiencies across the business and financeWhat you haveTo ensure that we have fulfilled our promise of "challenging the status quo," this role has specific qualifications that successful candidates should have.Required QualificationsBachelor’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 enterprisesExcellent interpersonal and communication abilities and strong executive presenceStrong proficiency in financial analysis, forecasting, and modeling, with robust knowledge of tools like Excel, IBM Planning Analytics, and WorkdayGreat analytical and problem-solving skills, with the ability to navigate both the tactical and strategic context of business strategies and targeted outcomesComfortable working in a fast-paced environment with shifting priorities and tight deadlinesHigh integrity, with a results-oriented ownership mindset towards executionPreferred QualificationsPrior financial services industry experienceWhat’s in it for youAt Schwab, you’re empowered to shape your future. We champion your growth through meaningful work, continuous learning, and a culture of trust and collaboration—so you can build the skills to make a lasting impact. 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.We offer a competitive benefits package that takes care of the whole you – both today and in the future:401(k) with company match and Employee stock purchase planPaid time for vacation, volunteering, and 28-day sabbatical after every 5 years of service for eligible positionsPaid parental leave and family building benefitsTuition reimbursementHealth, dental, and vision insurance