Your OpportunityAt Schwab, you’re empowered to make an impact on your career. Here, innovative thought meets creative problem solving, helping us challenge the status quo and transform the finance industry together. We believe in the importance of in-office collaboration and fully intend for the selected candidate for this role to work on site in the specified location(s). While this position is primarily aligned to the Dallas/Fort Worth and Southlake, markets, qualified internal candidates may also be considered for other Charles Schwab hub locations based on business need, team alignment, and manager approval.Charles Schwab Bank is seeking a Finance Manager to strengthen the reporting and analytics that support its mortgage, Pledged Asset Line, Home Equity Line of Credit, and other lending portfolios. Your work will improve the availability, timeliness, and quality of information used by senior leaders to understand loan pricing, originations, pipeline activity, portfolio performance, and emerging trends.You will translate complex data into clear insights, develop and automate reporting solutions, establish meaningful success metrics, and apply sound judgment to evolving business questions. Working across Finance, engineering, Credit Risk Management, Accounting, and Treasury, you will define reporting needs, solve data challenges, and support compliance, regulatory, and audit requests. This role offers the opportunity to influence decisions, improve reporting processes, and build trusted partnerships across Schwab Bank.What you haveRequired qualificationsBachelor’s degree in business, finance, or a related field5+ years of relevant experience in finance, data analysis, or reportingAdvanced Microsoft Excel skills, including experience developing reporting and analytical solutionsDemonstrated ability to analyze complex information and translate findings into clear, actionable insightsStrong Problem Solving, Critical Thinking, and Decision Making skillsAbility to communicate effectively, influence stakeholders, and build Cross-Functional CollaborationAbility to organize competing priorities while maintaining accuracy and attention to detailPreferred qualificationsExperience using Microsoft SQL Server or Google BigQuery to gather, clean, transform, and analyze dataSQL experience, including the ability to develop efficient queries supporting reporting solutionsExperience with Microsoft Power Query, Power Pivot, or comparable data and reporting toolsExperience automating reporting processes and integrating data from multiple systemsKnowledge of lending products, loan pricing, originations, portfolio reporting, or banking operationsExperience supporting Regulatory Reporting, Regulatory Audits, or internal and external audit requestsDemonstrated Adaptability and Process Improvement in a changing reporting environmentIn addition to the salary range, this role is eligible for bonus or incentive opportunities.Job SummaryRequisition ID: 2026-127630Posted Date: 16 hours ago(10/12/2026 10:12 AM)Category: Finance & AccountingSalary Range: USD $120,000.00 - $160,000.00 / YearApplication deadline: 10/26/2026Position Type: Full time
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