Charles Schwab Senior Financial Analyst in Lone Tree, Colorado


Lone Tree - CO, DENR2, 9800 Schwab Way, 80124

Axle J Marcoline


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) is the asset management arm of the Charles Schwab Corporation, and has over $350 billion under management in mutual funds and ETFs. Products managed include a wide variety of active and indexed equity, fixed income, and asset allocation strategies, as well as money markets funds. CSIM uses a consistent and disciplined approach to investing across all our products and seeks to develop innovative new products to meet the core investing needs of our clients.

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 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

  • A high degree of proficiency with PeopleSoft

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

  • An ability to follow through on ad-hoc request that may be tedious in nature

  • Bachelor’s degree required -- MBA or equivalent preferred

  • A minimum of 7+ 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.

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

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 at .

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. Schwab also does not discriminate against applicants or employees because they have inquired about, discussed, or disclosed their own pay or the pay of another employee or applicant. At Schwab, we believe that every employee, through their diverse abilities and experiences, can contribute to our growth, innovation and client loyalty. We embrace diversity and are committed to providing equal opportunity to all employees and applicants. If you have a disability, and require reasonable accommodations in the application process, call Human Resources at 800-725-3535. We will be happy to assist you. Schwab will only share your accommodation request with those individuals who have a specific need to know. The request for an accommodation will not affect Schwab’s hiring decisions. All other submissions should be performed online.

Job Specifications

Relocation Offered?: No

Work Schedule: Days

Languages: English - spoken

Current Licenses / Certifications: None

Relevant Work Experience: Financial Services-6+ yrs, Investment Management - 6+ yrs, Accounting and Finance-6+ yrs

Position Located In: CO - Lone Tree

Education: BA/BS

Job Type: Full Time


Activation Date: Wednesday, December 19, 2018

Expiration Date: Saturday, March 30, 2019

Apply Here