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Charles Schwab Senior Project Manager, Finance & Oversight in Westlake, Texas

Your Opportunity

The Corporate Finance team is tasked with providing financial insight and guidance to Schwab’s leadership team to help drive decision making to help clients own their tomorrow, while working with our oversight bodies and regulators to articulate and handle risk within Schwab’s risk appetite. The Corporate Finance team is made up of two primary groups, Corporate Planning and Capital Stress Testing. The Corporate Planning group is tasked with monthly financial forecasting as well as setting and running the annual financial planning process. The Capital Stress Testing team is tasked with bi-yearly financial forecasting of economically stressful to ensure Schwab’s resilience to stressful events.

As the Sr. Project Manager supporting Finance, you will primarily be responsible for enhancing robust risk management practices supporting models and processes owned by Corporate Finance. You will be responsible for driving alignment with Schwab Model Risk Organization governing principals and regulatory expectations, timely execution of scheduled risk assessment activities (monitoring model performance, assessment of annual model changes, controlled execution of model and process changes, etc.), and facilitating comprehensive remediation of model risk and audit findings. This work will require effective collaboration with Corporate Finance, Schwab’s Risk Management Team, Audit Team, and other key partners, to ensure clear and documented interpretation of asks and strong implementation of standard methodologies and streamlined controls associated with managing model and process risk.

What you are good at

The ideal candidate has demonstrated experience supporting compliance or risk management efforts, shown project management skills, and has experience harmonizing teams to achieve a shared outcome through employing standard methodologies and establishing controls.

  • Strong written and verbal communication skills, including the ability to synthesize complexity thoughtful inquiry, articulate complexity in a simplistic manner, and communicate approaches and methodologies that translates to partner teams

  • Ability to coordinate and orchestrate risk management efforts across multiple teams and manage internal timelines and results

  • Ability to build knowledge of driver based forecasting standard methodologies to partner with model owners to review, challenge and aide in development and management of new models or assumptions within Corporate Finance

  • Demonstrated ability to drive alignment on roles and responsibilities as well as drive correct accountability for new and existing external regulations and internal policies

  • Strong attention to detail and data management standard methodologies, aiding in handling and maintaining consistency and quality across Corporate Finance’s multi-model framework

  • Given the cross-functional nature of this role, the ability to form relationships and work across teams and levels is a must

  • Knowledge of typical finance tools such as Excel, and a willingness to learn systems such as TM1 (ERP) and Wdesk

What you have

The ideal candidate has the shown ability to interpret and drive financial modeling risk management activities across teams as well as the ability and initiative to anticipate and resolve problems proactively. Specifically, the ideal candidate will have:

  • 8+ years of experience in an FP&A or Budgeting, Compliance, or Project Management function

  • Bachelor’s degree in finance, compliance or risk, business, information systems or related area required

  • MBA, master’s degree, or equivalent work experience is a plus

  • Solid understanding and experience with compliance, oversight, risk, or finance required

  • Ability to communicate and present ideas and concepts clearly with team members, senior leadership, and business divisions across the firm

  • Strong ability to communicate clearly and timely; written and verbal

  • Sharp critical thinking and problem solving skills; willingness to ask questions to drive clarity

  • Project management skills

  • Willingness to learn and utilize systems; collaborate with team members to learn and understand system role and use

  • Proficiency in MS Office products; PowerPoint, Excel, OneNote

Why work for us?

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. Explore further (https://content.schwab.com/web/retail/public/about-schwab/charles_schwab_recruitment_guide_2020.pdf) .

Schwab is committed to building a diverse and inclusive workplace where everyone feels valued. As an Equal Opportunity Employer, our policy is to provide equal employment opportunities to all employees and applicants without regard to any status that is protected by law. Please click here (https://www.aboutschwab.com/EEO) to see the policy.

Schwab is an affirmative action employer, focused on advancing women, racial and ethnic minorities, veterans, and individuals with disabilities in the workplace. If you have a disability and require reasonable accommodations in the application process, contact Human Resources at applicantaccessibility@schwab.com or call 800-275-1281 (tel:800-275-1281) .

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.

Why work for us?

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. Explore further (https://content.schwab.com/web/retail/public/about-schwab/charlesschwabrecruitmentguide2020.pdf). Schwab is committed to building a diverse and inclusive workplace where everyone feels valued. As an Equal Opportunity Employer, our policy is to provide equal employment opportunities to all employees and applicants without regard to any status that is protected by law. Please click here (https://www.aboutschwab.com/EEO) to see the policy. Schwab is an affirmative action employer, focused on advancing women, racial and ethnic minorities, veterans, and individuals with disabilities in the workplace. If you have a disability and require reasonable accommodations in the application process, contact Human Resources at applicantaccessibility@schwab.com or call 800-275-1281. 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.

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