Job Description
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.
Workplace Flexibility Program: We're proud to support our employees in a working approach that allows you to bring your best self to work – whether that’s in the office or remote.
- Most Schwabbies have the opportunity to voluntarily work in the office or at home based on their preference*
- When the firm is ready to fully return to the office, employees will have the flexibility of a hybrid work environment, spending some time working remote and some time in the office.
- Employees and managers can discuss and decide what works best for them, with additional flexibility available based on their role, business needs, and individual circumstances.
- Subject to change as Schwab is continually evaluating the current environment in order to best care for the safety and well-being of our employees
About the FSDP Program:
- FSDP is an approximately 2-year program, beginning each summer, where you will have the opportunity to experience two 1-year rotations in two 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.
- Corporate Development and Strategy: Develop experience with M&A and in strategy development and strategic planning.
- Participants will experience planning, analytical, and project-oriented responsibilities in addition to reporting & transactional responsibilities.
- After successful completion of FSDP, Finance Specialists usually take on a Senior Specialist role in Finance.
- 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
In addition to the salary range, this role is also eligible for bonus or incentive opportunities.
Own Your Tomorrow embodies everything we do! We are committed to helping our employees ignite their potential and achieve their dreams. Our employees get to play a central role in reinventing a multi-trillion-dollar industry, creating a better, more modern way to build and manage wealth.
Benefits: A competitive and flexible package designed to empower you for today and tomorrow. We offer a competitive and flexible package designed to help you make the most of your life at work and at home—today and in the future.
TD Ameritrade, a subsidiary of Charles Schwab, is an Equal Opportunity Employer. At TD Ameritrade we believe People Matter. We value diversity and believe that it goes beyond all protected classes, thoughts, ideas, and perspectives.