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Senior Manager, Finance Strategy & Analytics

Job

Charles Schwab Inc.

Westlake, TX (In Person)

Full-Time

Posted 1 week ago (Updated 3 days ago) • Actively hiring

Expires 6/21/2026

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Job Description

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. This is a role where you will be able to grow your expertise through consistent challenges with the backing of passionate leaders who will value your contributions and encourage your development. The first line Finance Risk Management (FRM) function is an in-business risk function within Finance, which designs and implements a cohesive risk management strategy and framework to adequately identify and mitigate risk while driving innovation and business growth. The mandate encompasses liquidity risk, interest rate risk, capital risk and regulatory risk management across the Finance organization. Additionally, the FRM function collaborates with the second line Corporate Risk Management function in the development and enhancement of risk management policies, procedures, and limits across the Finance risk disciplines. We partner across the firm to improve efficiency, effectiveness, and productivity by safeguarding financial flexibility to enable the company strategy. We are seeking a Senior Manager - Strategy & Analytics to join the group reporting to the Head of Strategy & Analytics.
What you will do:
Conduct macroeconomic surveillance and risk monitoring, identifying emerging risks driven by economic, market, and policy developments Enhance financial risk dashboards and expand firmwide risk analytics capabilities, producing actionable insights into exposures, concentrations, forecasts, sensitivities, and cross-risk impacts under various scenarios across legal entities and business units Partner with stakeholders on the design and enhancement of market, liquidity, and capital risk frameworks, including risk appetite, limits/triggers, operating targets, key risk indicators, and contingency planning Assess new business and products across Finance risk stripes Prepare presentations for senior management and regulators on risk management capabilities, exposures, trends, and any potential remediation actions Conduct ad hoc analysis on emerging risks What you have
Required Qualifications:
Bachelor's degree in Finance or business-related field. 7+ years of related work experience. Demonstrated detailed knowledge of finance and/or risk management. Deep knowledge of broker-dealer and bank risk management capabilities. Deep knowledge of Capital, Liquidity, Interest Rate and Regulatory Risk Management practices. Deep knowledge of Enhanced Prudential Standard requirements and other relevant regulation. Experienced with sweep deposit programs. Experienced with financial systems and financial data. Excellent analytical, strategic planning, problem solving skills. Ability to translate sophisticated business problems into discrete quantifiable components. Excellent oral and written communication skills and ability to interact cross-functionally. Self-motivated, able to multi-task, perform under strict deadlines, and able to develop new processes.
Preferred Qualifications:
Master's degree in Business, Finance, or other related field. CFA, CPA or FRM professional designation preferred. Familiarity with bank and broker-dealer balance sheets. Working knowledge of SQL, Tableau. Experience creating presentations for executive audiences.

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