Director Finance - Corporate FPA Expense Management

Your Opportunity At Schwab, our purpose is to champion every client's goals with passion and integrity. The Corporate FP&A group plays a critical role in bringing that purpose to life by helping leaders understand enterprise performance and make informed decisions that shape the company's future. This is a highly visible team at the center of Finance, providing forward-looking forecasts, sharp financial insight, and executive-ready decision support for senior leaders across the organization, including the CFO. Within Corporate FP&A, the Expense Forecasting team leads Schwab's enterprise expense forecasting, consolidation, reporting, and performance management processes across monthly forecasts, quarterly outlooks, annual planning, and long-range planning cycles. As Director of Finance, you will lead the team responsible for telling Schwab's enterprise expense story—connecting business drivers, investment priorities, risks, opportunities, and financial outcomes in a way that influences senior leadership decisions. This is an opportunity to own a critical Corporate FP&A function, strengthen how Schwab plans and manages expenses, modernize forecasting and reporting capabilities, and lead a talented team whose work directly supports the company's ability to grow, invest, and deliver for clients. What you'll do: Own enterprise expense planning, forecasting, consolidation, and management reporting across monthly forecasts, quarterly outlooks, annual planning, and long-range planning cycles Translate expense performance, forecast variances, business drivers, and emerging risks into clear insights, recommendations, and executive-ready messaging for senior leaders Partner with the CFO, Investor Relations, Enterprise Finance, and business leaders to align expense forecasts with strategic priorities, growth objectives, and operating commitments Lead performance management routines, including variance analysis, KPI reporting, scenario analysis, and risk/opportunity assessments that support timely decision-making Challenge assumptions, test forecast inputs, identify disconnects, and drive accountability across Finance and business partners for accurate, disciplined, and transparent expense planning Develop and deliver concise executive presentations that explain the enterprise expense story, key messages, trade-offs, risks, opportunities, and financial implications Modernize FP&A processes, tools, and reporting through standardization, automation, stronger controls, and continuous improvement to increase speed, quality, and scalability Lead, coach, and develop a high-performing team with a culture of ownership, analytical rigor, collaboration, and continuous improvement Build trusted relationships across Finance and the business, influencing outcomes in complex, ambiguous, and fast-moving situations What you have 10+ years of progressive experience in FP&A, corporate finance, strategy, or business advisory roles Expertise in budgeting, forecasting, financial modeling, variance analysis, KPI reporting, and performance management Strong business acumen, with the ability to connect financial outcomes to expense drivers, operational trends, investment priorities, and enterprise trade-offs Proven executive communication skills, including the ability to simplify complex analysis, craft clear narratives, and influence senior Finance and business leaders Ability to operate independently, structure ambiguous problems, apply sound judgment, and manage competing priorities in a high-visibility environment Track record of improving FP&A processes, reporting, tools, controls, and operating rhythms through standardization, automation, and continuous improvement Strong understanding of corporate finance, financial statements, expense management, profitability, productivity, and operating leverage Advanced proficiency with Excel and PowerPoint; experience with enterprise planning, reporting, data visualization, or financial systems preferred Bachelor's degree in Finance, Economics, Accounting, or a related field; MBA, CPA, CFA, or other relevant certification preferred