Specialist, Finance Rotation Program at Charles Schwab in Westlake, TX

This Finance Specialist role inside the Finance Specialist Development Program is a key entry point to the Finance team. This individual will be a vital member of the team, which provides financial oversight and decision support for the Charles Schwab organization. The position combines both ad-hoc analytics with process improvement in support of business initiatives, while working directly with business partners and Finance Leadership. The ideal candidate will be a self-motivated and action-oriented problem-solver who can collaborate and prioritize effectively.

 

About the FSDP Program:

• FSDP is an approximately 2-3 year program, beginning each summer, where you will have the opportunity to experience rotations in multiple separate areas within Finance, providing a chance to explore Schwab, build strategic perspectives, and grow your network.
• Participating Departments: Build the necessary skill sets for supporting business leaders as well as gain an understanding of finance principles to guide and support corporate leadership.
  • Enterprise Finance: Develop FP&A experience with various business units and business partners such as Investor Services and Advisor Services.
  • Central Finance: Develop budgeting, forecasting, and reporting experience in support of corporate leadership.
  • Treasury: Develop experience supporting balance sheet management and other Treasury functions such as capital markets and securities lending.
  • Controllers: Develop experience with the accounting function of a large financial institution.
  • Finance Innovation Team: Develop experience with the data and systems which are used across the finance organization.
• Participants will experience planning, analytical, and project-oriented responsibilities in addition to reporting & transactional responsibilities.
• After successful completion of FSDP, qualified Finance Specialists take on a Senior Specialist role in Finance.

 

What you’ll do:

• Be a valued member of a cross-functional team to innovate and drive process efficiencies that improve scale and transparency
• Dive deep into detail and data to learn how a process works
• Collaborate with business partners and team members virtually in multiple geographic locations

• An undergraduate degree in Finance, Accounting, Economics or related field
• Proactive self-starter who can collaborate with a team to deliver results
• Experience extracting, consolidating, manipulating, and summarizing large volumes of data
• Ability to efficiently manage several tasks concurrently
• Effective communication (oral & written)
• Strong attention to detail and analytical skills
• Problem solver who can think independently to suggest ideas in support of business objectives
• Knowledge of finance and accounting principles and concepts
• Proficiency in Microsoft Excel, with an understanding of financial modeling best practices