We believe that , when done right, investing liberates people to create their own destiny. We are driven by our purpose to champion every client’s goals with passion and integrity. We respect and appreciate the diversity of our employees, our clients, and the communities we serve. We challenge conventions strategically to create value for our clients, our firm and the world. We live and bring to life the concept of ‘own your tomorrow’ every day. We champion our employee strengths, guide their development, and invest in their long-term success. We hire optimistic, results-oriented, curious, innovative, and adaptable people with the desire to help our clients and one another succeed.
As a company, we were established by Chuck over 40 years ago to champion Main Street over Wall Street, and to help Americans transform themselves from earners to owners. Through advocacy and innovation, we work to make investing more affordable, accessible and understandable for all. As we enter our fifth decade, we are looking for talented, innovative and driven people who believe they can help themselves, and our clients, create a better future.
Our Opportunity:
The Treasury Corporate Finance (TCF) group within Treasury develops and manages the short- and intermediate-term capital strategies for the corporation and its subsidiaries, ensuring compliance with all related policies, procedures and banking regulations. The Treasury Analyst will participate in capital and liquidity management by maintaining and updating financial forecast models and assisting in monthly and quarterly reporting. The work is performed across the organization and under tight deadlines. Treasury seeks a self-motivated strategic thinker who can prioritize, communicate and collaborate to build relationships across departmental lines.
What you’ll do:
Update and analyze forecast balance sheets and capital planning schedules for the Corporation and its subsidiaries
Assist with analyzing the impact of regulatory changes on capital and liquidity of the firm
Document financial model assumptions and procedures (after 6-12 months in the role)
Monitor and prepare subsidiary dividends and long term debt payments
Assist in the preparation of materials for ALCO, Board of Directors, and Global Risk Committee
Ensure compliance with departmental internal controls
Work on process improvement projects to streamline and automate analysis and reporting
What you have:
1-4 years of experience in finance, accounting or business positions
Thorough knowledge of finance and accounting is preferred
Excellent quantitative and analytical skills with attention to detail
Excellent oral and written communication skills
High proficiency in Excel and PowerPoint
Bachelor’s degree required with a major in Accounting or Finance preferred
What you’ll get:
Comprehensive Compensation and Benefits package
Financial Health: 401k Match, Employee Stock Purchase Plan, Employee Discounts, Personalized advice, Brokerage discounts
Work/Life Balance: Sabbatical, Paid Parental Leave, New Mothers returning to work Program, Tuition Reimbursement Programs, Time off to volunteer, Employee Matching Gifts Program
Everyday Wellness: Health and Lifestyle Wellness Rewards, Onsite Fitness Classes, Healthy Food Choices, Wellness Champions
Inclusion: Employee Resource Groups, Commitment to diversity, Strategic partnerships
Not just a job, but a career, with an opportunity to do the best work of your life
Learn more about Life@Schwab . Charles Schwab & Co., Inc. is an equal opportunity and affirmative action employer committed to diversifying its workforce. It is Schwab's policy to provide equal employment opportunities to all employees and applicants without regard to race, color, religion, sex (including pregnancy, childbirth, breastfeeding, or related medical conditions), gender identity or expression, national origin, ancestry, age, disability, legally protected medical condition, genetic information, marital status, sexual orientation, protected veteran status, military status, citizenship status or any other status that is protected by law.
Charles Schwab & Co., Inc. will consider for employment qualified applicants with criminal histories consistent with San Francisco ordinance 17-14 and federal law and regulations applicable to Charles Schwab.
Aug 07, 2017
Full time
We believe that , when done right, investing liberates people to create their own destiny. We are driven by our purpose to champion every client’s goals with passion and integrity. We respect and appreciate the diversity of our employees, our clients, and the communities we serve. We challenge conventions strategically to create value for our clients, our firm and the world. We live and bring to life the concept of ‘own your tomorrow’ every day. We champion our employee strengths, guide their development, and invest in their long-term success. We hire optimistic, results-oriented, curious, innovative, and adaptable people with the desire to help our clients and one another succeed.
As a company, we were established by Chuck over 40 years ago to champion Main Street over Wall Street, and to help Americans transform themselves from earners to owners. Through advocacy and innovation, we work to make investing more affordable, accessible and understandable for all. As we enter our fifth decade, we are looking for talented, innovative and driven people who believe they can help themselves, and our clients, create a better future.
Our Opportunity:
The Treasury Corporate Finance (TCF) group within Treasury develops and manages the short- and intermediate-term capital strategies for the corporation and its subsidiaries, ensuring compliance with all related policies, procedures and banking regulations. The Treasury Analyst will participate in capital and liquidity management by maintaining and updating financial forecast models and assisting in monthly and quarterly reporting. The work is performed across the organization and under tight deadlines. Treasury seeks a self-motivated strategic thinker who can prioritize, communicate and collaborate to build relationships across departmental lines.
What you’ll do:
Update and analyze forecast balance sheets and capital planning schedules for the Corporation and its subsidiaries
Assist with analyzing the impact of regulatory changes on capital and liquidity of the firm
Document financial model assumptions and procedures (after 6-12 months in the role)
Monitor and prepare subsidiary dividends and long term debt payments
Assist in the preparation of materials for ALCO, Board of Directors, and Global Risk Committee
Ensure compliance with departmental internal controls
Work on process improvement projects to streamline and automate analysis and reporting
What you have:
1-4 years of experience in finance, accounting or business positions
Thorough knowledge of finance and accounting is preferred
Excellent quantitative and analytical skills with attention to detail
Excellent oral and written communication skills
High proficiency in Excel and PowerPoint
Bachelor’s degree required with a major in Accounting or Finance preferred
What you’ll get:
Comprehensive Compensation and Benefits package
Financial Health: 401k Match, Employee Stock Purchase Plan, Employee Discounts, Personalized advice, Brokerage discounts
Work/Life Balance: Sabbatical, Paid Parental Leave, New Mothers returning to work Program, Tuition Reimbursement Programs, Time off to volunteer, Employee Matching Gifts Program
Everyday Wellness: Health and Lifestyle Wellness Rewards, Onsite Fitness Classes, Healthy Food Choices, Wellness Champions
Inclusion: Employee Resource Groups, Commitment to diversity, Strategic partnerships
Not just a job, but a career, with an opportunity to do the best work of your life
Learn more about Life@Schwab . Charles Schwab & Co., Inc. is an equal opportunity and affirmative action employer committed to diversifying its workforce. It is Schwab's policy to provide equal employment opportunities to all employees and applicants without regard to race, color, religion, sex (including pregnancy, childbirth, breastfeeding, or related medical conditions), gender identity or expression, national origin, ancestry, age, disability, legally protected medical condition, genetic information, marital status, sexual orientation, protected veteran status, military status, citizenship status or any other status that is protected by law.
Charles Schwab & Co., Inc. will consider for employment qualified applicants with criminal histories consistent with San Francisco ordinance 17-14 and federal law and regulations applicable to Charles Schwab.
We believe that , when done right, investing liberates people to create their own destiny. We are driven by our purpose to champion every client’s goals with passion and integrity. We respect and appreciate the diversity of our employees, our clients, and the communities we serve. We challenge conventions strategically to create value for our clients, our firm and the world. We live and bring to life the concept of ‘own your tomorrow’ every day. We champion our employee strengths, guide their development, and invest in their long-term success. We hire optimistic, results-oriented, curious, innovative, and adaptable people with the desire to help our clients and one another succeed.
As a company, we were established by Chuck over 40 years ago to champion Main Street over Wall Street, and to help Americans transform themselves from earners to owners. Through advocacy and innovation, we work to make investing more affordable, accessible and understandable for all. As we enter our fifth decade, we are looking for talented, innovative and driven people who believe they can help themselves, and our clients, create a better future.
Our Opportunity:
Corporate Treasury Services manages Schwab's relationships with external banks ensuring that Schwab maintains access to credit, liquidity, and banking services to support our operations. Corporate Treasury Services also supports various systems and projects related to Treasury Capital Markets, Corporate Finance, and Securities Lending. We provide subject matter expertise on enterprise projects related to firm cashiering and liquidity.
What you’ll do:
Manage banking relationships, including monitoring the quality of current services as well as evaluating, selecting, and implementing new products and services
Participate on treasury or corporate and cross-functional initiatives involving banking, funds movement, cashiering policies, procedures, and systems
Work with Schwab Corporate Vendor Management and legal counsel to complete risk assessments, due diligence, and negotiate agreements with banks
Analyze and present to management the impact of various projects and proposals to the firm's cash flows, profitability, financial controls, operational risk, and banking relationships
Support Schwab's strategic priorities by implementing efficient and cost effective banking arrangements and strategies that support spectacular customer service while managing risk and maintaining adequate controls
Manage and analyze the firm’s vendor bank compensation, including budget variance analysis, error resolution, and annual planning
Bank system user administration oversight
May participate on other Treasury or Corporate Finance projects involving capital and liquidity planning, credit, risk management, investments, borrowing, and financial analysis
What you have:
College degree in business, finance, or accounting. CTP credential is a plus, but not required
5-7 years in finance, operations, project management, or banking
Knowledge of treasury cash management, payment systems, banking systems, treasury best practices, and accounting
Experience with Treasury Workstations and / or SWIFT is a plus.
Ability to interact effectively with management and external bank contacts to resolve problems and propose new business practices
Proficiency with Microsoft Office Suite including Excel, Word, Access, and PowerPoint
Key Factors for Success:
Work efficiently and diligently to drive projects and initiatives to completion without sacrificing quality while enlisting the cooperation and efforts of others who do not report to you
Ability to multi-task while maintaining composure in a potentially stressful environment
Strong organization, negotiation, and relationship management skills
Strong analytical ability and problem solving skills
Strong listening and oral I written communication skills
What you’ll get:
Comprehensive Compensation and Benefits package
Financial Health: 401k Match, Employee Stock Purchase Plan, Employee Discounts, Personalized advice, Brokerage discounts
Work/Life Balance: Sabbatical, Paid Parental Leave, New Mothers returning to work Program, Tuition Reimbursement Programs, Time off to volunteer, Employee Matching Gifts Program
Everyday Wellness: Health and Lifestyle Wellness Rewards, Onsite Fitness Classes, Healthy Food Choices, Wellness Champions
Inclusion: Employee Resource Groups, Commitment to diversity, Strategic partnerships
Not just a job, but a career, with an opportunity to do the best work of your life
Learn more about Life@Schwab .
Charles Schwab & Co., Inc. is an equal opportunity and affirmative action employer committed to diversifying its workforce. It is Schwab's policy to provide equal employment opportunities to all employees and applicants without regard to race, color, religion, sex (including pregnancy, childbirth, breastfeeding, or related medical conditions), gender identity or expression, national origin, ancestry, age, disability, legally protected medical condition, genetic information, marital status, sexual orientation, protected veteran status, military status, citizenship status or any other status that is protected by law.
Jul 20, 2017
Full time
We believe that , when done right, investing liberates people to create their own destiny. We are driven by our purpose to champion every client’s goals with passion and integrity. We respect and appreciate the diversity of our employees, our clients, and the communities we serve. We challenge conventions strategically to create value for our clients, our firm and the world. We live and bring to life the concept of ‘own your tomorrow’ every day. We champion our employee strengths, guide their development, and invest in their long-term success. We hire optimistic, results-oriented, curious, innovative, and adaptable people with the desire to help our clients and one another succeed.
As a company, we were established by Chuck over 40 years ago to champion Main Street over Wall Street, and to help Americans transform themselves from earners to owners. Through advocacy and innovation, we work to make investing more affordable, accessible and understandable for all. As we enter our fifth decade, we are looking for talented, innovative and driven people who believe they can help themselves, and our clients, create a better future.
Our Opportunity:
Corporate Treasury Services manages Schwab's relationships with external banks ensuring that Schwab maintains access to credit, liquidity, and banking services to support our operations. Corporate Treasury Services also supports various systems and projects related to Treasury Capital Markets, Corporate Finance, and Securities Lending. We provide subject matter expertise on enterprise projects related to firm cashiering and liquidity.
What you’ll do:
Manage banking relationships, including monitoring the quality of current services as well as evaluating, selecting, and implementing new products and services
Participate on treasury or corporate and cross-functional initiatives involving banking, funds movement, cashiering policies, procedures, and systems
Work with Schwab Corporate Vendor Management and legal counsel to complete risk assessments, due diligence, and negotiate agreements with banks
Analyze and present to management the impact of various projects and proposals to the firm's cash flows, profitability, financial controls, operational risk, and banking relationships
Support Schwab's strategic priorities by implementing efficient and cost effective banking arrangements and strategies that support spectacular customer service while managing risk and maintaining adequate controls
Manage and analyze the firm’s vendor bank compensation, including budget variance analysis, error resolution, and annual planning
Bank system user administration oversight
May participate on other Treasury or Corporate Finance projects involving capital and liquidity planning, credit, risk management, investments, borrowing, and financial analysis
What you have:
College degree in business, finance, or accounting. CTP credential is a plus, but not required
5-7 years in finance, operations, project management, or banking
Knowledge of treasury cash management, payment systems, banking systems, treasury best practices, and accounting
Experience with Treasury Workstations and / or SWIFT is a plus.
Ability to interact effectively with management and external bank contacts to resolve problems and propose new business practices
Proficiency with Microsoft Office Suite including Excel, Word, Access, and PowerPoint
Key Factors for Success:
Work efficiently and diligently to drive projects and initiatives to completion without sacrificing quality while enlisting the cooperation and efforts of others who do not report to you
Ability to multi-task while maintaining composure in a potentially stressful environment
Strong organization, negotiation, and relationship management skills
Strong analytical ability and problem solving skills
Strong listening and oral I written communication skills
What you’ll get:
Comprehensive Compensation and Benefits package
Financial Health: 401k Match, Employee Stock Purchase Plan, Employee Discounts, Personalized advice, Brokerage discounts
Work/Life Balance: Sabbatical, Paid Parental Leave, New Mothers returning to work Program, Tuition Reimbursement Programs, Time off to volunteer, Employee Matching Gifts Program
Everyday Wellness: Health and Lifestyle Wellness Rewards, Onsite Fitness Classes, Healthy Food Choices, Wellness Champions
Inclusion: Employee Resource Groups, Commitment to diversity, Strategic partnerships
Not just a job, but a career, with an opportunity to do the best work of your life
Learn more about Life@Schwab .
Charles Schwab & Co., Inc. is an equal opportunity and affirmative action employer committed to diversifying its workforce. It is Schwab's policy to provide equal employment opportunities to all employees and applicants without regard to race, color, religion, sex (including pregnancy, childbirth, breastfeeding, or related medical conditions), gender identity or expression, national origin, ancestry, age, disability, legally protected medical condition, genetic information, marital status, sexual orientation, protected veteran status, military status, citizenship status or any other status that is protected by law.
We believe that , when done right, investing liberates people to create their own destiny. We are driven by our purpose to champion every client’s goals with passion and integrity. We respect and appreciate the diversity of our employees, our clients, and the communities we serve. We challenge conventions strategically to create value for our clients, our firm and the world. We live and bring to life the concept of ‘own your tomorrow’ every day. We champion our employee strengths, guide their development, and invest in their long-term success. We hire optimistic, results-oriented, curious, innovative, and adaptable people with the desire to help our clients and one another succeed.
As a company, we were established by Chuck over 40 years ago to champion Main Street over Wall Street, and to help Americans transform themselves from earners to owners. Through advocacy and innovation, we work to make investing more affordable, accessible and understandable for all. As we enter our fifth decade, we are looking for talented, innovative and driven people who believe they can help themselves, and our clients, create a better future.
Our Opportunity:
The Model Development Group within Treasury develops and uses models to forecast capital, liquidity and investment yield under business-as-usual and stress scenarios. Most notably, these modeling approaches and assumptions are scenario-sensitive for the CCAR / DFAST modeling efforts; Treasury expects to develop, maintain, and assess a large number of models as part of this effort. The Model Developer is an individual contributor and develops Treasury’s models and documentation in accordance with model risk management and data governance requirements.
The Model Developer reports to the Senior Team Manager of Treasury Model Development and will ensure the development and documentation of all Treasury models and calculators are in accordance with the corporation’s model risk management standards. The work is performed across departmental lines, the Treasury organization and under tight deadlines. Treasury seeks an action-oriented, strategic thinker with broad banking, treasury and investment knowledge and demonstrated experience developing and documenting models and calculators. The Model Developer must be able to prioritize, communicate and collaborate to build relationships across Treasury, driving Treasury model development and documentation tasks to successful completion.
What you’ll do:
Develop Treasury models which may include but is not limited to: securitized fixed-income product investment yields, on/off-balance sheet balances, number of security trades, new account acquisition, etc.
Ensure the development and documentation of Treasury models and calculators are in accordance with the corporation’s model risk management standards across departmental lines
Build relationships across Treasury, driving Treasury model, and calculator documentation tasks to successful completion
Assist in development & implementation of processes that ensure Treasury models and calculators are documented in accordance with and adhere to corporate model risk management standards
Review and ensure compliance with the relevant Risk and Control Self-Assessment
Ensure proper remediation of process improvements, including self-identified, audit, and regulatory matters;
Contribute research to complex studies regarding capital, liquidity, investment yields and market risk factors
Communicate and coordinate with regulatory liaison office and banking regulators, as needed
Ensure compliance with all related policies and procedures
What you have:
A Master’s degree in statistics, econometrics, engineering or mathematics required (advanced degree preferred);
Demonstrated knowledge of econometrics model development and quantitative analysis;
At least two years of financial industry work experience, including fixed-income securities modeling or trading experience preferred;
Some experience and subject matter knowledge of related regulatory subject matter, including documenting models and calculators preferred;
Strong analytical skills and working knowledge of modeling tools preferred, for example SAS, MATLAB, C, VBA and R;
Demonstrated ability to create, maintain and query complex data structures using database platforms, for example SQL;
Advanced skills in Excel, Word and PowerPoint;
Excellent oral and written communication skills, and demonstrated experience;
High attention to detail;
A team player.
What you’ll get:
Everyday Wellness: Healthy Rewards, Onsite Fitness Classes, Healthy Choices, Wellness Champions
Financial Fitness: 401k Match, Employee Discounts, Personalized advice, Brokerage discounts
Work/Life Balance: Sabbatical, New Mothers returning to work Program, Tuition Reimbursement Programs, Time off to volunteer
Inclusion: Employee Resource Groups, Commitment to diversity, Strategic partnerships
Not just a job, but a career, with an opportunity to do the best work of your life
Learn more about Life@Schwab . Charles Schwab & Co., Inc. is an equal opportunity and affirmative action employer committed to diversifying its workforce. It is Schwab's policy to provide equal employment opportunities to all employees and applicants without regard to race, color, religion, sex (including pregnancy, childbirth, breastfeeding, or related medical conditions), gender identity or expression, national origin, ancestry, age, disability, legally protected medical condition, genetic information, marital status, sexual orientation, protected veteran status, military status, citizenship status or any other status that is protected by law.
Charles Schwab & Co., Inc. will consider for employment qualified applicants with criminal histories consistent with San Francisco ordinance 17-14 and federal law and regulations applicable to Charles Schwab. '
To apply click here: http://schwabjobs.com/ShowJob/Id/1210039/Treasury-Model-Developer-CCAR-and-DFAST/
May 15, 2017
Full time
We believe that , when done right, investing liberates people to create their own destiny. We are driven by our purpose to champion every client’s goals with passion and integrity. We respect and appreciate the diversity of our employees, our clients, and the communities we serve. We challenge conventions strategically to create value for our clients, our firm and the world. We live and bring to life the concept of ‘own your tomorrow’ every day. We champion our employee strengths, guide their development, and invest in their long-term success. We hire optimistic, results-oriented, curious, innovative, and adaptable people with the desire to help our clients and one another succeed.
As a company, we were established by Chuck over 40 years ago to champion Main Street over Wall Street, and to help Americans transform themselves from earners to owners. Through advocacy and innovation, we work to make investing more affordable, accessible and understandable for all. As we enter our fifth decade, we are looking for talented, innovative and driven people who believe they can help themselves, and our clients, create a better future.
Our Opportunity:
The Model Development Group within Treasury develops and uses models to forecast capital, liquidity and investment yield under business-as-usual and stress scenarios. Most notably, these modeling approaches and assumptions are scenario-sensitive for the CCAR / DFAST modeling efforts; Treasury expects to develop, maintain, and assess a large number of models as part of this effort. The Model Developer is an individual contributor and develops Treasury’s models and documentation in accordance with model risk management and data governance requirements.
The Model Developer reports to the Senior Team Manager of Treasury Model Development and will ensure the development and documentation of all Treasury models and calculators are in accordance with the corporation’s model risk management standards. The work is performed across departmental lines, the Treasury organization and under tight deadlines. Treasury seeks an action-oriented, strategic thinker with broad banking, treasury and investment knowledge and demonstrated experience developing and documenting models and calculators. The Model Developer must be able to prioritize, communicate and collaborate to build relationships across Treasury, driving Treasury model development and documentation tasks to successful completion.
What you’ll do:
Develop Treasury models which may include but is not limited to: securitized fixed-income product investment yields, on/off-balance sheet balances, number of security trades, new account acquisition, etc.
Ensure the development and documentation of Treasury models and calculators are in accordance with the corporation’s model risk management standards across departmental lines
Build relationships across Treasury, driving Treasury model, and calculator documentation tasks to successful completion
Assist in development & implementation of processes that ensure Treasury models and calculators are documented in accordance with and adhere to corporate model risk management standards
Review and ensure compliance with the relevant Risk and Control Self-Assessment
Ensure proper remediation of process improvements, including self-identified, audit, and regulatory matters;
Contribute research to complex studies regarding capital, liquidity, investment yields and market risk factors
Communicate and coordinate with regulatory liaison office and banking regulators, as needed
Ensure compliance with all related policies and procedures
What you have:
A Master’s degree in statistics, econometrics, engineering or mathematics required (advanced degree preferred);
Demonstrated knowledge of econometrics model development and quantitative analysis;
At least two years of financial industry work experience, including fixed-income securities modeling or trading experience preferred;
Some experience and subject matter knowledge of related regulatory subject matter, including documenting models and calculators preferred;
Strong analytical skills and working knowledge of modeling tools preferred, for example SAS, MATLAB, C, VBA and R;
Demonstrated ability to create, maintain and query complex data structures using database platforms, for example SQL;
Advanced skills in Excel, Word and PowerPoint;
Excellent oral and written communication skills, and demonstrated experience;
High attention to detail;
A team player.
What you’ll get:
Everyday Wellness: Healthy Rewards, Onsite Fitness Classes, Healthy Choices, Wellness Champions
Financial Fitness: 401k Match, Employee Discounts, Personalized advice, Brokerage discounts
Work/Life Balance: Sabbatical, New Mothers returning to work Program, Tuition Reimbursement Programs, Time off to volunteer
Inclusion: Employee Resource Groups, Commitment to diversity, Strategic partnerships
Not just a job, but a career, with an opportunity to do the best work of your life
Learn more about Life@Schwab . Charles Schwab & Co., Inc. is an equal opportunity and affirmative action employer committed to diversifying its workforce. It is Schwab's policy to provide equal employment opportunities to all employees and applicants without regard to race, color, religion, sex (including pregnancy, childbirth, breastfeeding, or related medical conditions), gender identity or expression, national origin, ancestry, age, disability, legally protected medical condition, genetic information, marital status, sexual orientation, protected veteran status, military status, citizenship status or any other status that is protected by law.
Charles Schwab & Co., Inc. will consider for employment qualified applicants with criminal histories consistent with San Francisco ordinance 17-14 and federal law and regulations applicable to Charles Schwab. '
To apply click here: http://schwabjobs.com/ShowJob/Id/1210039/Treasury-Model-Developer-CCAR-and-DFAST/
We believe that , when done right, investing liberates people to create their own destiny. We are driven by our purpose to champion every client’s goals with passion and integrity. We respect and appreciate the diversity of our employees, our clients, and the communities we serve. We challenge conventions strategically to create value for our clients, our firm and the world. We live and bring to life the concept of ‘own your tomorrow’ every day. We champion our employee strengths, guide their development, and invest in their long-term success. We hire optimistic, results-oriented, curious, innovative, and adaptable people with the desire to help our clients and one another succeed.
As a company, we were established by Chuck over 40 years ago to champion Main Street over Wall Street, and to help Americans transform themselves from earners to owners. Through advocacy and innovation, we work to make investing more affordable, accessible and understandable for all. As we enter our fifth decade, we are looking for talented, innovative and driven people who believe they can help themselves, and our clients, create a better future.
Our Opportunity:
The Retail Investor Services Finance team provides financial analysis and business decision support for Schwab’s Retail Investor Services enterprise. The team’s objectives are to help business partners drive operational leverage and maximize profitability through rigorous analysis to support strategic decision making and planning, understand business trends, and communicate segment performance.
This role provides a terrific opportunity for a seasoned Finance professional to work with leaders and managers in the heart of Schwab's largest organization. The Managing Director of Finance plays a critical role as part of the Schwab Retail & Marketing Finance team through providing financial oversight and decision support for Schwab’s Managed and Automated Investing and Relationship Solutions organizations . This position will have a significant role in working with senior executives and line management to shape important strategic initiatives that directly affect our current and future client populations.
What you’ll do:
Lead a team of three individuals, and interact directly with leadership of the Retail Investor Services organization as well as Finance professionals throughout the company
Have specific responsibility for supporting our critical Managed and Automated Investing and Relationship Solutions organizations
Partner with business leaders, helping them focus on opportunities for growth, monetization, and constructive opportunities for our cost structure
Develop client managed investing analytics and reporting that will inform important business investment and resource allocation decisions
Partner with senior management to develop annual operating plans and financial forecasts
Lead the monthly close process and prepare variance reports
Drive critical analysis to support key business endeavors for the division and for the firm
Assess the financial impact of new business initiatives, strategic initiatives, and project investments
Perform ad hoc analysis related to understanding business trends, business performance, and product performance
What you have:
10+ years of experience in Finance, demonstrating progression into increasingly complex roles.
MBA or equivalent graduate degree strongly preferred. Undergraduate degree in Finance, Accounting or other related Business Degree required.
The successful candidate will have the ability to manage competing priorities and work independently in a challenging and fast-moving environment.
Significant financial planning and business consulting experience is important. Experience with brokerage operations and trading activities is a plus.
Must have excellent analytic and interpersonal communications skills and demonstrated success in working with senior business partners.
Ability to drive strong engagement among team members and colleagues is essential.
Effective use of Microsoft Excel and PowerPoint applications is required; data querying and acquisition skills strongly preferred
Ability to logically structure analytical problems and use critical reasoning skills to evaluate financial opportunities/issues
Ability to multi-task and prioritize a number of time sensitive tasks
Ability to work independently and take ownership of issues
Excellent oral and written communication skills
What you’ll get:
Comprehensive Compensation and Benefits package.
Financial Health: 401k Match, Employee Stock Purchase Plan, Employee Discounts, Personalized advice, Brokerage discounts.
Work/Life Balance: Sabbatical, Paid Parental Leave, New Mothers returning to work Program, Tuition Reimbursement Programs, Time off to volunteer, Employee Matching Gifts Program.
Everyday Wellness: Health and Lifestyle Wellness Rewards, Onsite Fitness Classes, Healthy Food Choices, Wellness Champions.
Inclusion: Employee Resource Groups, Commitment to diversity, Strategic partnerships.
Not just a job, but a career, with an opportunity to do the best work of your life.
Learn more about L ife@Schwab . Charles Schwab & Co., Inc. is an equal opportunity and affirmative action employer committed to diversifying its workforce. It is Schwab's policy to provide equal employment opportunities to all employees and applicants without regard to race, color, religion, sex (including pregnancy, childbirth, breastfeeding, or related medical conditions), gender identity or expression, national origin, ancestry, age, disability, legally protected medical condition, genetic information, marital status, sexual orientation, protected veteran status, military status, citizenship status or any other status that is protected by law.
Charles Schwab & Co., Inc. will consider for employment qualified applicants with criminal histories consistent with San Francisco ordinance 17-14 and federal law and regulations applicable to Charles Schwab.
May 10, 2017
Full time
We believe that , when done right, investing liberates people to create their own destiny. We are driven by our purpose to champion every client’s goals with passion and integrity. We respect and appreciate the diversity of our employees, our clients, and the communities we serve. We challenge conventions strategically to create value for our clients, our firm and the world. We live and bring to life the concept of ‘own your tomorrow’ every day. We champion our employee strengths, guide their development, and invest in their long-term success. We hire optimistic, results-oriented, curious, innovative, and adaptable people with the desire to help our clients and one another succeed.
As a company, we were established by Chuck over 40 years ago to champion Main Street over Wall Street, and to help Americans transform themselves from earners to owners. Through advocacy and innovation, we work to make investing more affordable, accessible and understandable for all. As we enter our fifth decade, we are looking for talented, innovative and driven people who believe they can help themselves, and our clients, create a better future.
Our Opportunity:
The Retail Investor Services Finance team provides financial analysis and business decision support for Schwab’s Retail Investor Services enterprise. The team’s objectives are to help business partners drive operational leverage and maximize profitability through rigorous analysis to support strategic decision making and planning, understand business trends, and communicate segment performance.
This role provides a terrific opportunity for a seasoned Finance professional to work with leaders and managers in the heart of Schwab's largest organization. The Managing Director of Finance plays a critical role as part of the Schwab Retail & Marketing Finance team through providing financial oversight and decision support for Schwab’s Managed and Automated Investing and Relationship Solutions organizations . This position will have a significant role in working with senior executives and line management to shape important strategic initiatives that directly affect our current and future client populations.
What you’ll do:
Lead a team of three individuals, and interact directly with leadership of the Retail Investor Services organization as well as Finance professionals throughout the company
Have specific responsibility for supporting our critical Managed and Automated Investing and Relationship Solutions organizations
Partner with business leaders, helping them focus on opportunities for growth, monetization, and constructive opportunities for our cost structure
Develop client managed investing analytics and reporting that will inform important business investment and resource allocation decisions
Partner with senior management to develop annual operating plans and financial forecasts
Lead the monthly close process and prepare variance reports
Drive critical analysis to support key business endeavors for the division and for the firm
Assess the financial impact of new business initiatives, strategic initiatives, and project investments
Perform ad hoc analysis related to understanding business trends, business performance, and product performance
What you have:
10+ years of experience in Finance, demonstrating progression into increasingly complex roles.
MBA or equivalent graduate degree strongly preferred. Undergraduate degree in Finance, Accounting or other related Business Degree required.
The successful candidate will have the ability to manage competing priorities and work independently in a challenging and fast-moving environment.
Significant financial planning and business consulting experience is important. Experience with brokerage operations and trading activities is a plus.
Must have excellent analytic and interpersonal communications skills and demonstrated success in working with senior business partners.
Ability to drive strong engagement among team members and colleagues is essential.
Effective use of Microsoft Excel and PowerPoint applications is required; data querying and acquisition skills strongly preferred
Ability to logically structure analytical problems and use critical reasoning skills to evaluate financial opportunities/issues
Ability to multi-task and prioritize a number of time sensitive tasks
Ability to work independently and take ownership of issues
Excellent oral and written communication skills
What you’ll get:
Comprehensive Compensation and Benefits package.
Financial Health: 401k Match, Employee Stock Purchase Plan, Employee Discounts, Personalized advice, Brokerage discounts.
Work/Life Balance: Sabbatical, Paid Parental Leave, New Mothers returning to work Program, Tuition Reimbursement Programs, Time off to volunteer, Employee Matching Gifts Program.
Everyday Wellness: Health and Lifestyle Wellness Rewards, Onsite Fitness Classes, Healthy Food Choices, Wellness Champions.
Inclusion: Employee Resource Groups, Commitment to diversity, Strategic partnerships.
Not just a job, but a career, with an opportunity to do the best work of your life.
Learn more about L ife@Schwab . Charles Schwab & Co., Inc. is an equal opportunity and affirmative action employer committed to diversifying its workforce. It is Schwab's policy to provide equal employment opportunities to all employees and applicants without regard to race, color, religion, sex (including pregnancy, childbirth, breastfeeding, or related medical conditions), gender identity or expression, national origin, ancestry, age, disability, legally protected medical condition, genetic information, marital status, sexual orientation, protected veteran status, military status, citizenship status or any other status that is protected by law.
Charles Schwab & Co., Inc. will consider for employment qualified applicants with criminal histories consistent with San Francisco ordinance 17-14 and federal law and regulations applicable to Charles Schwab.
We believe that , when done right, investing liberates people to create their own destiny. We are driven by our purpose to champion every client’s goals with passion and integrity. We respect and appreciate the diversity of our employees, our clients, and the communities we serve. We challenge conventions strategically to create value for our clients, our firm and the world. We live and bring to life the concept of ‘own your tomorrow’ every day. We champion our employee strengths, guide their development, and invest in their long-term success. We hire optimistic, results-oriented, curious, innovative, and adaptable people with the desire to help our clients and one another succeed.
As a company, we were established by Chuck over 40 years ago to champion Main Street over Wall Street, and to help Americans transform themselves from earners to owners. Through advocacy and innovation, we work to make investing more affordable, accessible and understandable for all. As we enter our fifth decade, we are looking for talented, innovative and driven people who believe they can help themselves, and our clients, create a better future.
Our Opportunity:
This is a critical position in Corporate Planning, responsible for modeling net interest income (NII) generated by the assets and liabilities on the balance sheets of the Corporation and affiliates under specified economic scenarios, more specifically related to Capital Stress Test scenarios for CCAR and DFAST compliance. The Corporate Planning Finance team works closely with senior finance leadership, Treasury, and Risk Management to develop long and short term financial forecasts for Charles Schwab and its operating entities.
What you’ll do:
Perform net interest income and balance sheet forecasting
Generate principal and interest cash flows, prepayments, and income for existing book and projected balances
Establish and calibrate risk factors used in scenario analyses
Back-test risk factor assumptions and periodic model calibration will require an in-depth understanding of fixed income instruments, interest rate, and prepayment modeling
Present and communicate NII scenario results to senior management on a regular basis
Quantify NII forecast uncertainty implied by model assumptions
Provide insight into model functionality, capabilities, and limitations
Maintain documentation of modeling assumptions and methodologies
Generate NII results for corporate planning scenarios
What you have:
3+ years of experience in banking or insurance with an emphasis on ALM, fixed income analytics, reporting and modeling
Bachelor's degree required. Master's degree preferred. Degrees in Finance, quantitative field or CFA designation preferred
Experience with 3rd party ALM applications such as, Polypaths, Bancware or QRM
Relevant FP&A experience
Ability to manage multiple deliverables concurrently.
Self-motivated and able to bring projects to their conclusion and maintain models with persistent inquiry
Strong attention to detail, analytical and quantitative skills
Strong written and verbal communication skills
Prior CCAR and/or DFAST filing and modeling experience is desired but not required
Advanced knowledge of Excel and VBA. Experience with SQL is desired but not required
What you’ll get:
Everyday Wellness: Healthy Rewards, Onsite Fitness Classes, Healthy Choices, Wellness Champions
Financial Fitness: 401k Match, Employee Discounts, Personalized advice, Brokerage discounts
Work/Life Balance: Sabbatical, New Mothers returning to work Program, Tuition Reimbursement Programs, Time off to volunteer
Inclusion: Employee Resource Groups, Commitment to diversity, Strategic partnerships
Not just a job, but a career, with an opportunity to do the best work of your life
Learn more about Life@Schwab . Charles Schwab & Co., Inc. is an equal opportunity and affirmative action employer committed to diversifying its workforce. It is Schwab's policy to provide equal employment opportunities to all employees and applicants without regard to race, color, religion, sex (including pregnancy, childbirth, breastfeeding, or related medical conditions), gender identity or expression, national origin, ancestry, age, disability, legally protected medical condition, genetic information, marital status, sexual orientation, protected veteran status, military status, citizenship status or any other status that is protected by law.
Charles Schwab & Co., Inc. will consider for employment qualified applicants with criminal histories consistent with San Francisco ordinance 17-14 and federal law and regulations applicable to Charles Schwab.
Apr 27, 2017
Full time
We believe that , when done right, investing liberates people to create their own destiny. We are driven by our purpose to champion every client’s goals with passion and integrity. We respect and appreciate the diversity of our employees, our clients, and the communities we serve. We challenge conventions strategically to create value for our clients, our firm and the world. We live and bring to life the concept of ‘own your tomorrow’ every day. We champion our employee strengths, guide their development, and invest in their long-term success. We hire optimistic, results-oriented, curious, innovative, and adaptable people with the desire to help our clients and one another succeed.
As a company, we were established by Chuck over 40 years ago to champion Main Street over Wall Street, and to help Americans transform themselves from earners to owners. Through advocacy and innovation, we work to make investing more affordable, accessible and understandable for all. As we enter our fifth decade, we are looking for talented, innovative and driven people who believe they can help themselves, and our clients, create a better future.
Our Opportunity:
This is a critical position in Corporate Planning, responsible for modeling net interest income (NII) generated by the assets and liabilities on the balance sheets of the Corporation and affiliates under specified economic scenarios, more specifically related to Capital Stress Test scenarios for CCAR and DFAST compliance. The Corporate Planning Finance team works closely with senior finance leadership, Treasury, and Risk Management to develop long and short term financial forecasts for Charles Schwab and its operating entities.
What you’ll do:
Perform net interest income and balance sheet forecasting
Generate principal and interest cash flows, prepayments, and income for existing book and projected balances
Establish and calibrate risk factors used in scenario analyses
Back-test risk factor assumptions and periodic model calibration will require an in-depth understanding of fixed income instruments, interest rate, and prepayment modeling
Present and communicate NII scenario results to senior management on a regular basis
Quantify NII forecast uncertainty implied by model assumptions
Provide insight into model functionality, capabilities, and limitations
Maintain documentation of modeling assumptions and methodologies
Generate NII results for corporate planning scenarios
What you have:
3+ years of experience in banking or insurance with an emphasis on ALM, fixed income analytics, reporting and modeling
Bachelor's degree required. Master's degree preferred. Degrees in Finance, quantitative field or CFA designation preferred
Experience with 3rd party ALM applications such as, Polypaths, Bancware or QRM
Relevant FP&A experience
Ability to manage multiple deliverables concurrently.
Self-motivated and able to bring projects to their conclusion and maintain models with persistent inquiry
Strong attention to detail, analytical and quantitative skills
Strong written and verbal communication skills
Prior CCAR and/or DFAST filing and modeling experience is desired but not required
Advanced knowledge of Excel and VBA. Experience with SQL is desired but not required
What you’ll get:
Everyday Wellness: Healthy Rewards, Onsite Fitness Classes, Healthy Choices, Wellness Champions
Financial Fitness: 401k Match, Employee Discounts, Personalized advice, Brokerage discounts
Work/Life Balance: Sabbatical, New Mothers returning to work Program, Tuition Reimbursement Programs, Time off to volunteer
Inclusion: Employee Resource Groups, Commitment to diversity, Strategic partnerships
Not just a job, but a career, with an opportunity to do the best work of your life
Learn more about Life@Schwab . Charles Schwab & Co., Inc. is an equal opportunity and affirmative action employer committed to diversifying its workforce. It is Schwab's policy to provide equal employment opportunities to all employees and applicants without regard to race, color, religion, sex (including pregnancy, childbirth, breastfeeding, or related medical conditions), gender identity or expression, national origin, ancestry, age, disability, legally protected medical condition, genetic information, marital status, sexual orientation, protected veteran status, military status, citizenship status or any other status that is protected by law.
Charles Schwab & Co., Inc. will consider for employment qualified applicants with criminal histories consistent with San Francisco ordinance 17-14 and federal law and regulations applicable to Charles Schwab.
We believe that , when done right, investing liberates people to create their own destiny. We are driven by our purpose to champion every client’s goals with passion and integrity. We respect and appreciate the diversity of our employees, our clients, and the communities we serve. We challenge conventions strategically to create value for our clients, our firm and the world. We live and bring to life the concept of ‘own your tomorrow’ every day. We champion our employee strengths, guide their development, and invest in their long-term success. We hire optimistic, results-oriented, curious, innovative, and adaptable people with the desire to help our clients and one another succeed.
As a company, we were established by Chuck over 40 years ago to champion Main Street over Wall Street, and to help Americans transform themselves from earners to owners. Through advocacy and innovation, we work to make investing more affordable, accessible and understandable for all. As we enter our fifth decade, we are looking for talented, innovative and driven people who believe they can help themselves, and our clients, create a better future.
Our Opportunity:
Corporate Vendor Management (VM) at Charles Schwab & Co. is responsible for implementing a firm-wide, end-to-end vendor relationship management process to maximize vendor performance and value. Corporate VM identifies, mitigates, monitors, and manages vendor risk; and assists Schwab in meeting regulatory and compliance requirements. The Professional Practices Group (PPG) within Corporate VM fosters improved processes and operations that promote compliance with Schwab Policy and regulatory requirements and maintains a framework for the Corporate VM program that allows us to demonstrate compliance to regulatory examiners, Internal Audit, external auditors, Schwab’s corporate clients, and others.
The PPG has experienced tremendous growth in the number of audits that we support and in expanding our program to manage all third-parties, enterprise-wide, including non-traditional vendors that are not readily integrated into the existing program and support for foreign-offices. This is an individual contributor role but we would anticipate this role would lead teams on projects and there would be future leadership opportunities.
What you’ll do:
The Director, Enterprise-Wide Program Support, plays an essential role in the Corporate Vendor Management Program at Charles Schwab. With broad knowledge of third-party risk management or vendor management, the Director, Enterprise-Wide Program Support will strategize, plan, and implement approaches for better program support across Schwab's business units and affiliates.
This position will be responsible for developing a strategy and plan and then executing on that plan to support business units in managing their own subsets of vendors; integrating Schwab Affiliates, Foreign Office vendors, and non-traditional vendors into the Enterprise-Wide Corporate Vendor Management Program; working collaboratively with Sourcing, Procurement, and Vendor Risk Management teams, as needed, to help them maintain compliance in their processes; maintaining top-line procedures; and liaising with Business leaders, risk groups, and legal counsel, as required. The Director, Enterprise-Wide Program Support, will establish processes and documentation that demonstrate compliance with applicable Regulatory requirements and Schwab Policies and will support audits and regulatory examinations of the Enterprise-Wide Program. This is a demanding position with many facets and organizational needs to navigate, but you will be able to create programs and build relationships that help Schwab better manage the risk posed by third-party service providers.
What you have:
10+ years of audit or risk management is required, preferably in a regulated industry
3+ years vendor risk management is required, preferably in a regulated industry
Knowledge of internal controls, financial/banking regulations, and risk assessment and mitigation; understanding of Federal Reserve Bank SR 13-19 is a definite plus
Strong oral and written communication skills and have a proven track record of building effective working relationships with internal and external business partners
Experience presenting complex topics to Senior Management Committees
Ability to lead a team managing multiple projects and succeed in a dynamic, fast-paced environment
High level of interpersonal skills, with a proven capability to make contributions to teams and initiatives
Proficiency in Excel (required) and experience with Ariba, Hiperos, PeopleSoft and/or Access is a plus
Bachelor’s degree required, Graduate degree preferred
What you’ll get:
Everyday Wellness: Healthy Rewards, Onsite Fitness Classes, Healthy Choices, Wellness Champions
Financial Fitness: 401k Match, Employee Discounts, Personalized advice, Brokerage discounts
Work/Life Balance: Sabbatical, New Mothers returning to work Program, Tuition Reimbursement Programs, Time off to volunteer
Inclusion: Employee Resource Groups, Commitment to diversity, Strategic partnerships
Not just a job, but a career, with an opportunity to do the best work of your life
Learn more about Life@Schwab . Charles Schwab & Co., Inc. is an equal opportunity and affirmative action employer committed to diversifying its workforce. It is Schwab's policy to provide equal employment opportunities to all employees and applicants without regard to race, color, religion, sex (including pregnancy, childbirth, breastfeeding, or related medical conditions), gender identity or expression, national origin, ancestry, age, disability, legally protected medical condition, genetic information, marital status, sexual orientation, protected veteran status, military status, citizenship status or any other status that is protected by law.
Apr 27, 2017
Full time
We believe that , when done right, investing liberates people to create their own destiny. We are driven by our purpose to champion every client’s goals with passion and integrity. We respect and appreciate the diversity of our employees, our clients, and the communities we serve. We challenge conventions strategically to create value for our clients, our firm and the world. We live and bring to life the concept of ‘own your tomorrow’ every day. We champion our employee strengths, guide their development, and invest in their long-term success. We hire optimistic, results-oriented, curious, innovative, and adaptable people with the desire to help our clients and one another succeed.
As a company, we were established by Chuck over 40 years ago to champion Main Street over Wall Street, and to help Americans transform themselves from earners to owners. Through advocacy and innovation, we work to make investing more affordable, accessible and understandable for all. As we enter our fifth decade, we are looking for talented, innovative and driven people who believe they can help themselves, and our clients, create a better future.
Our Opportunity:
Corporate Vendor Management (VM) at Charles Schwab & Co. is responsible for implementing a firm-wide, end-to-end vendor relationship management process to maximize vendor performance and value. Corporate VM identifies, mitigates, monitors, and manages vendor risk; and assists Schwab in meeting regulatory and compliance requirements. The Professional Practices Group (PPG) within Corporate VM fosters improved processes and operations that promote compliance with Schwab Policy and regulatory requirements and maintains a framework for the Corporate VM program that allows us to demonstrate compliance to regulatory examiners, Internal Audit, external auditors, Schwab’s corporate clients, and others.
The PPG has experienced tremendous growth in the number of audits that we support and in expanding our program to manage all third-parties, enterprise-wide, including non-traditional vendors that are not readily integrated into the existing program and support for foreign-offices. This is an individual contributor role but we would anticipate this role would lead teams on projects and there would be future leadership opportunities.
What you’ll do:
The Director, Enterprise-Wide Program Support, plays an essential role in the Corporate Vendor Management Program at Charles Schwab. With broad knowledge of third-party risk management or vendor management, the Director, Enterprise-Wide Program Support will strategize, plan, and implement approaches for better program support across Schwab's business units and affiliates.
This position will be responsible for developing a strategy and plan and then executing on that plan to support business units in managing their own subsets of vendors; integrating Schwab Affiliates, Foreign Office vendors, and non-traditional vendors into the Enterprise-Wide Corporate Vendor Management Program; working collaboratively with Sourcing, Procurement, and Vendor Risk Management teams, as needed, to help them maintain compliance in their processes; maintaining top-line procedures; and liaising with Business leaders, risk groups, and legal counsel, as required. The Director, Enterprise-Wide Program Support, will establish processes and documentation that demonstrate compliance with applicable Regulatory requirements and Schwab Policies and will support audits and regulatory examinations of the Enterprise-Wide Program. This is a demanding position with many facets and organizational needs to navigate, but you will be able to create programs and build relationships that help Schwab better manage the risk posed by third-party service providers.
What you have:
10+ years of audit or risk management is required, preferably in a regulated industry
3+ years vendor risk management is required, preferably in a regulated industry
Knowledge of internal controls, financial/banking regulations, and risk assessment and mitigation; understanding of Federal Reserve Bank SR 13-19 is a definite plus
Strong oral and written communication skills and have a proven track record of building effective working relationships with internal and external business partners
Experience presenting complex topics to Senior Management Committees
Ability to lead a team managing multiple projects and succeed in a dynamic, fast-paced environment
High level of interpersonal skills, with a proven capability to make contributions to teams and initiatives
Proficiency in Excel (required) and experience with Ariba, Hiperos, PeopleSoft and/or Access is a plus
Bachelor’s degree required, Graduate degree preferred
What you’ll get:
Everyday Wellness: Healthy Rewards, Onsite Fitness Classes, Healthy Choices, Wellness Champions
Financial Fitness: 401k Match, Employee Discounts, Personalized advice, Brokerage discounts
Work/Life Balance: Sabbatical, New Mothers returning to work Program, Tuition Reimbursement Programs, Time off to volunteer
Inclusion: Employee Resource Groups, Commitment to diversity, Strategic partnerships
Not just a job, but a career, with an opportunity to do the best work of your life
Learn more about Life@Schwab . Charles Schwab & Co., Inc. is an equal opportunity and affirmative action employer committed to diversifying its workforce. It is Schwab's policy to provide equal employment opportunities to all employees and applicants without regard to race, color, religion, sex (including pregnancy, childbirth, breastfeeding, or related medical conditions), gender identity or expression, national origin, ancestry, age, disability, legally protected medical condition, genetic information, marital status, sexual orientation, protected veteran status, military status, citizenship status or any other status that is protected by law.
