Your opportunity
At Schwab, you’re empowered to make an impact on your career. Here, innovative thought meets creative problem solving, helping us “challenge the status quo” and transform the finance industry together.
We believe in the importance of in-office collaboration and fully intend for the selected candidate for this role to work on site in the specified location.
The Director, Corporate Financial Planning & Analysis serves as a strategic finance leader tasked with managing the firm's planning, forecasting, performance management, and capital stress testing FP&A functions.
This role will support senior leadership, including the CEO, CFO, and Head of Investor Relations. In addition, the position partners closely with business leaders from Treasury, Risk functions, Enterprise Finance, to ensure financial strategies are aligned with the organization’s growth objectives, capital and liquidity requirements, and evolving regulatory standards. The Director of Corporate FP&A is responsible for translating complex data into actionable insights, facilitating informed strategic decisions and supporting sustainable growth.
Reporting to the MD, Corporate FP&A, this role will lead Revenue Planning and Capital Stress Testing FP&A.
Key Outcomes:
- Strategic Planning & Forecasting – Direct the annual budgeting, multi-year planning, and rolling forecast cycles, integrating macroeconomic factors, interest rate trends, and regulatory capital mandates.
- Performance Management – Provide timely, accurate, and comprehensive reporting on business performance, KPIs, and variance analysis; offer recommendations to enhance profitability and operational efficiency.
- Capital & Regulatory Integration – Work closely with Treasury and Risk teams to incorporate capital adequacy, liquidity planning, and regulatory stress testing into the overall financial planning framework.
- Team Leadership – Lead and develop a high-performing FP&A team, fostering a culture of analytical rigor, commercial insight, and effective collaboration.
- Operational Excellence in FP&A – Advance planning processes and tools through modernization and automation, enhancing speed and accuracy. Promote continuous improvement in reporting, analytics, and delivery of insights.
What you have
Required:
- Minimum 10 years’ experience in financial planning & analysis, corporate finance, or related Finance disciplines.
- 5+ years’ experience with direct people leadership.
- Expertise in forecasting, budgeting, and financial modeling, demonstrating the capacity to generate accurate and insightful forward-looking analyses.
- Experience integrating financial plans with enterprise strategy, balancing growth objectives with profitability and capital efficiency.
- Proven ability to cultivate talent, enhance analytical and storytelling capabilities, and build a collaborative team environment.
- Demonstrated influence across functions, partnering effectively with Treasury, Risk, Controllers, Investor Relations, and senior leadership.
- Bachelor’s degree in finance, economics, or accounting.
Preferred:
- MBA, master’s degree, CPA, and/or CFA credentials.
What’s in it for you
At 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 plan
- Paid time for vacation, volunteering, and 28-day sabbatical after every 5 years of service for eligible positions
- Paid parental leave and family building benefits
- Tuition reimbursement
- Health, dental, and vision insurance
