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Finance Manager, Lending Finance & Analytics

Charles Schwab Westlake, TX

Westlake, TX

Today

$120k - $145k/yr Full time Manager Analytical Skills Banking & Lending

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Job Description

Support Schwab Bank Lending Finance & Analytics by turning lending performance data into clear, decision-ready insights. In this onsite role in Westlake, TX, you will help shape how the business evaluates mortgage loans, Pledged Asset Lines, Home Equity Lines of Credit, and other lending products through stronger planning, pricing support, and model-driven strategy.

Salary: USD 120,000 - 145,000 per year. Bonus/incentive: In addition to the salary range, this role is eligible for bonus or incentive opportunities.

What you’ll do

Help shape financial decisions across mortgage loans, Pledged Asset Lines, Home Equity Lines of Credit, and other lending products.
Translate complex financial and performance data into insights leaders can use to assess growth opportunities, pricing strategies, and investments.
Develop business cases, evaluate product profitability, and support forecasting and long-range planning.
Use scenario and sensitivity analysis to strengthen decision-making and assess financial impacts, risks, opportunities, scenarios, and performance drivers.
Partner across Finance, Product, Treasury, Analytics, and business teams to challenge and validate assumptions and communicate insights to management and executive stakeholders.
Improve model accuracy and transparency to support planning and strategic decision support.
Strengthen planning processes, reporting, data quality, and the overall decision-support workflow.

What you bring

Bachelor’s degree in Finance, Accounting, Economics, Business, or a related field.
5+ years of experience in financial planning, business case development, forecasting, profitability analysis, or related finance functions.
Strong financial modeling and analytical skills, including building, maintaining, and explaining complex forecasting and planning models.
Strong Excel skills and the ability to synthesize large datasets into meaningful business insights.
Demonstrated problem-solving and decision-making skills, including evaluating assumptions and projected outcomes.
Strong written and verbal communication skills, including the ability to present complex analysis to senior leadership.
Ability to work independently and collaborate effectively across multiple business functions.
Strong attention to detail and intellectual curiosity.

Nice to have

Experience supporting banking, lending, or financial services products.
Experience developing product-level profitability frameworks and business cases.
Knowledge of lending products including mortgages, Pledged Asset Lines (PAL), Securities-Backed Lines (SBL), Home Equity Lines of Credit (HELOC), or other bank lending products.
Experience evaluating strategic initiatives and measuring business-case performance against projected outcomes.

Benefits

401(k) with company match and Employee stock purchase plan
Paid time for vacation and volunteering, plus 28-day sabbatical after every 5 years of service for eligible positions
Paid parental leave and family building benefits
Tuition reimbursement
Health, dental, and vision insurance
Eligible for bonus or incentive opportunities in addition to the salary range

Eligible Schwabbies receive

Medical, dental and vision benefits
401(k) and employee stock purchase plans
Tuition reimbursement
Paid parental leave and adoption/family building benefits
Sabbatical leave available after five years of employment

Technology: Excel

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