Finance Manager
Charles Schwab - Richfield, OH

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The Retirement Plan Services finance team provides pricing, financial analysis and budgeting for products and segments within the enterprise. The objective of this team is to provide quality information and advice allowing our business partners to make sound strategic decisions based on quality analysis.

Brief Description of Role:

Finance manager to perform financial functions including pricing, planning, analysis and financial reporting consistent with the strategic direction and focus of the enterprise. Responsibilities include accurately projecting the financial impact of strategies on pricing of existing clients, products & services, service models and staffing. Prepare ad hoc analysis related to analyzing business and industry trends and performance. Prepare and present analysis and strategy results to all level of management including senior management. Position is located in Richfield, OH reporting to the Director of Finance.

Technical/Functional Qualifications:

Strong financial modeling background with proven analytical problem solving and project management skills. Ability to multi-process and prioritize a number of time-sensitive tasks simultaneously, and work effectively in a fast-paced environment with rapidly changing priorities. Ability to interact effectively with all levels of management. Good verbal, written and presentation/communication skills. High level of proficiency in Excel, PowerPoint and financial reporting tools and databases. Ability to formulate new and innovative solutions to complex issues. Accounting or Finance degree and 2-4 years related experience preferred. Prior financial industry (401k/retirement) experience preferred, but not required.