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:

Charles Schwab Investment Management (CSIM), the asset management arm of Charles Schwab Corporation, has approximately $290 Billion in assets under management (AUM) and is one of the nation’s largest retail money managers. CSIM provides a wide variety of products ranging from money market funds, index mutual funds, actively managed mutual funds, exchange traded funds and asset allocation fund-of-funds. As a provider of core investment products, CSIM is both an important enabler in fulfilling Schwab’s mission of helping everyone be financially fit and critical engine in the company’s profitability and growth.



What you’ll do:

Streamline and implement improvements to existing financial reporting



Partner with Finance team to develop financial models to help evaluate opportunities in support of strategic and competitive growth initiatives.



Enhance reporting capabilities to include benchmarks, KPI’s and exception-based reports



Improve critical data gathering processes to enhance forecasts, budgets and profitability reporting



Perform financial analysis and planning to develop strategic insights that will support decisions by Senior Management within CSIM.



Develop deep knowledge of CSIM business and products and become a valued thought partner with CSIM business partners and stakeholders in other areas of Schwab



Ensure all monthly, quarterly and annual deliverables are on time and accurate.



What you have:

Analytical thinking: Ability to scope and structure financial reports and develop complex financial models to answer ad hoc business questions from senior management efficiently and accurately.



Initiative: Strong self-starter w/excellent business judgment and ability to proactively problem solve



High attention to detail and accuracy



Expert use of Microsoft Excel



Bachelor’s degree required -- MBA or equivalent preferred



A minimum of 5+ years of related financial planning and business analysis experience



Financial services industry experience preferred



Communication: Clear and concise analyses, as well as excellent written and verbal communication



Strong consulting and influencing skills – prior experience working in core Financial Planning & Analysis or dedicated analysist within a business unit.



Intellectually curious and highly adaptable. Possesses an ability to identify and utilize important data while recognizing and investigating flawed data.



Tableau and/or SQL experience highly preferred



This is a summary only and duties and responsibilities may be changed from time to time, or over time



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.

Position Located In: CO - Lone Tree