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Your Opportunity

The Schwab Asset Management (SAM) and the Wealth & Advice Solutions (WAS) FP&A team is a Finance partner that manages and supports more than $4 trillion of client assets with more than $4B in revenue, as well as 2000 staff and $650M in operating expenses.

Workplace Flexibility Program: (https://jobs.schwabjobs.com/workplace-flexibility) Workplace Flexibility Program: We're proud to support our employees in a working approach that allows you to bring your best self to work – whether that’s in the office or remote.

• Most Schwabbies have the opportunity to work in the office and/or at home based on their preference*

• Employees may have the flexibility for a hybrid schedule, where they divide their time between working remotely or in the office.

• Employees and managers can discuss additional flexibility options based on their role, business needs, and individual circumstances.

*Subject to change. Schwab is continually evaluating its approach to ensuring the safety and well-being of our employees

What you are good at

• Oversee the quarterly forecasting process and other reporting

• Ensure all monthly, quarterly, and annual deliverables are on time and accurate

• Partner with finance teams and central finance to develop annual operating plans and financial forecasts

• Streamline and implement improvements to existing data gathering, reporting, and analyses processes to improve efficiencies

• Assist in preparation of the quarterly Board materials

• Implement driver-based modeling and financial planning

• Develop and present PowerPoint materials with clear and concise messages that resonate with a target audience

• Advise business partners on strategic alternatives and potential impact of decisions. Provide insights into critical trends and decision support

• Collaborate with corporate finance and team members to simplify the complex and break down barriers.

• Analyze and partner with Finance team to develop financial models or business cases to help evaluate opportunities in support of strategic and competitive growth initiatives.

• Report & Forecast: Partner with business leaders to develop annual budgets and provide quarterly forecast updates, as well as assist with the monthly close to ensure forecasts are aligned with historical results.

• Perform ad-hoc analyses related to understanding business, product performance and P&L metrics

• Develop and present PowerPoint materials with clear and concise messages that resonate with a target audience, particularly Senior Leadership.

What you have

• Intellectual curiosity and inquisitive approach

• Collaborate with business, corporate finance and team members to simplify the complex, break down barriers and incorporate the ideas of others.

• Initiative: Strong self-starter w/excellent business judgment and ability to proactively problem solve

• Communication: Develop and present PowerPoint materials with clear and concise messages that resonate with a target audience, particularly Senior Leadership.

• Strong consulting and influencing skills – prior experience working in core Financial Planning & Analysis or dedicated analysist within a business unit.

• Analytical thinking: Ability to scope and structure financial analysis and develop financial models to answer ad hoc business questions from senior management efficiently and accurately.

• Report: Enhance reporting capabilities to include benchmarks and exception-based reports and implement improvements to existing data gathering, reporting and analysis processes to improve efficiencies.

• Ability to drive strong engagement and teamwork among team members and colleagues is essential

• Ability to manage competing priorities and work independently in a challenging and fast-moving environment

• Advanced Excel & PowerPoint Skills

• High attention to detail and accuracy with proven ability to identify data anomalies and identify issues

• A minimum of 7+ years of related financial planning and business analysis experience

• Financial services industry experience preferred.

• Bachelor’s degree required -- MBA or equivalent preferred

*This is a summary only and duties and responsibilities may be changed from time to time, or over time

Colorado Compensation

Target Total Compensation

$105,300.00/ $210,500.00

Your actual pay will be based on your skills and experience -- talk with your recruiter to learn more

Why work for us?

Own Your Tomorrow embodies everything we do! We are committed to helping our employees ignite their potential and achieve their dreams. Our employees get to play a central role in reinventing a multi-trillion-dollar industry, creating a better, more modern way to build and manage wealth.

Benefits: A competitive and flexible package designed to empower you for today and tomorrow. We offer a competitive and flexible package designed to help you make the most of your life at work and at home—today and in the future. Explore further (https://content.schwab.com/web/retail/public/about-schwab/charles_schwab_recruitment_guide_2020.pdf) .

Schwab is committed to building a diverse and inclusive workplace where everyone feels valued. As an Equal Opportunity Employer, our policy is to provide equal employment opportunities to all employees and applicants without regard to any status that is protected by law. Please click here (https://www.aboutschwab.com/EEO) to see the policy.

Schwab is an affirmative action employer, focused on advancing women, racial and ethnic minorities, veterans, and individuals with disabilities in the workplace. If you have a disability and require reasonable accommodations in the application process, contact Human Resources at applicantaccessibility@schwab.com or call 800-275-1281 (tel:800-275-1281) .

TD Ameritrade, a subsidiary of Charles Schwab, is an Equal Opportunity Employer. At TD Ameritrade we believe People Matter. We value diversity and believe that it goes beyond all protected classes, thoughts, ideas, and perspectives.

CO Salary Range: $105,300.00/$210,500.00

Why work for us?

Own Your Tomorrow embodies everything we do! We are committed to helping our employees ignite their potential and achieve their dreams. Our employees get to play a central role in reinventing a multi-trillion-dollar industry, creating a better, more modern way to build and manage wealth. Benefits: A competitive and flexible package designed to empower you for today and tomorrow. We offer a competitive and flexible package designed to help you make the most of your life at work and at home—today and in the future. Explore further (https://content.schwab.com/web/retail/public/about-schwab/charlesschwabrecruitmentguide2020.pdf). Schwab is committed to building a diverse and inclusive workplace where everyone feels valued. As an Equal Opportunity Employer, our policy is to provide equal employment opportunities to all employees and applicants without regard to any status that is protected by law. Please click here (https://www.aboutschwab.com/EEO) to see the policy. Schwab is an affirmative action employer, focused on advancing women, racial and ethnic minorities, veterans, and individuals with disabilities in the workplace. If you have a disability and require reasonable accommodations in the application process, contact Human Resources at applicantaccessibility@schwab.com or call 800-275-1281. TD Ameritrade, a subsidiary of Charles Schwab, is an Equal Opportunity Employer. At TD Ameritrade we believe People Matter. We value diversity and believe that it goes beyond all protected classes, thoughts, ideas, and perspectives.