Sr. Manager, Business Strategy - Charitable Forecasting & Modelling

Your Opportunity

At 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.

Schwab Charitable's mission is to increase giving in the U.S. with donor-advised funds (DAF) and philanthropic tools and resources that make charitable giving tax-smart, simple, and efficient. We offer tools, guidance, and relationships that empower donors to incorporate charitable planning into their everyday lives and make a bigger difference in the world. Since our founding in 1999 as an independent 501(c)(3) public charity, Schwab Charitable donors have granted more than $33 billion to more than 246,000 charities. Visit SchwabCharitable.org for more information.

Schwab Charitable was founded by Charles Schwab & Co. and while it operates as an independent charity, it is closely affiliated with and enjoys the support of Charles Schwab & Co, including contractual agreements to provide a variety of services. This position will be an employee of Charles Schwab & Co. and will be subject to its human resources and risk policies and procedures but will report to and be accountable to Schwab Charitable for day-to-day activities.

As a key member of the Analytics and Data Governance team within Schwab Charitable you will help the organization adopt a data driven approach to decision making. Our team gets involved across the organization, anywhere data, modeling, or an analytical approach is needed. This position will work on the execution of complex analytical projects requiring in-depth knowledge of financial principles, procedures and concepts, and a solid understanding of how individual projects and related recommendations impact the overall business.

Key job responsibilities will include, but not be limited to:

• Perform long term forecasting of financial and operational drivers to support capacity planning, product pricing, project review, and other key leadership decisions.
• Maintain and ensure the theoretical and numerical integrity of enterprise and product line models, projections, and pricing tools.
• Lead operating revenue calculation, collection, and analysis procedures including quarterly billing and rebates, competitive review of our standard fee schedule, and margin analysis in support of pricing negotiations.
• Lead cost analysis for the enterprise, driving the creation of baseline cost per account figures and perform ad-hoc activity-based costing exercises to support project and product decision making.
• Perform ad-hoc analysis related to understanding business trends, business performance, and product performance.
• Partner closely with the Business Intelligence team, provide subject matter expertise, peer review, and additional capacity for ad-hoc requests

What you have

Required Qualifications

• 5+ years of work experience, including 2-3 years of experience in a strategy, analytics, or corporate finance function
• Bachelor's degree or equivalent work experience required; graduate degree or higher preferred
• Advanced user of MS Excel and PowerPoint

Preferred Qualifications

• Excellent analytical skills, creativity in problem solving, and attention to detail
• Superb verbal and written communication skills with the ability to distill and summarize sophisticated information down to the main points while maintaining the appropriate level of detail to make it understandable/actionable for senior leadership and key partners
• Experience with SQL, Google BigQuery, Tableau, Crystal Reports or similar tools preferred
• A passion for turning data into insights that are easily understood and utilized