Position Expired
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FP&A Transformation Manager
Charles Schwab
About the Role
The Financial Planning & Analysis (FP&A) Transformation Team advances FP&A processes by acting as trusted partners and advocates for impactful change. This role supports technology and governance evolution, collaborating with various teams to identify, coordinate, and enhance processes and technology that benefit finance and FP&A objectives.
Responsibilities
- Serve as the driving force for major finance and FP&A initiatives throughout the full project life cycle: current state mapping, building design requirements, testing, establishing controls, education, and implementation
- Engage with Finance partners and leaders to drive impactful change by identifying, challenging and vetting the evolving needs of Finance
- Recommend and design solutions that meet stakeholders' expectations using expertise in systems, FP&A best practices, process design, and technology solutions
- Build and maintain strong partnerships within Finance, encouraging teamwork across departments
- Drive effective change management to encourage buy-in, ensure projects are well documented, tracked, implemented, and adopted
- Promote governance best practices and compliance with model and process standards
Requirements
- Bachelor's degree in Finance, Economics, Accounting or related field
- 3-5 years of combined financial planning & analysis (FP&A) and technology experience
- Knowledge of corporate finance theory, financial markets, financial statement analysis, accounting principles and risk controls
- Knowledge of financial systems including OLAP and planning tools (IBM Planning Analytics or similar preferred)
- Excellent written and spoken communication skills
- Proven advanced analytical capabilities and meticulous attention to detail
- Proficiency in Microsoft Office suite, strong Excel skills and Excel modeling knowledge
Benefits
- 401(k) with company match and Employee stock purchase plan
- Paid time for vacation, volunteering, and 28-day sabbatical after every 5 years
- Paid parental leave and family building benefits
- Tuition reimbursement
- Health, dental, and vision insurance
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