Financial Consultant

Group Overview:   The Schwab IS finance team provides financial analysis for the Client Experience organization, which encompasses the segment and offer management functions for the investor client segments.  The objective of this team is to help our business partners maximize profits through analysis to support strategic decision making and planning, understand business trends, and communicate segment performance.


 


 


Responsibilities:


 


Financial analyst will be responsible for accurately projecting the financial impact of decisions on pricing, offers and products, as well as other ad hoc analysis related to understanding business trends and performance.  Projects will entail building financial models of varying complexity, obtaining and manipulating data, and preparing summaries and presentations for business partners and senior management. 


 


 


Qualifications:


 


· Strong financial modeling background, and proficiency in financial concepts such as NPV and ROI


· Clear and concise written and oral communication


· Advanced Excel knowledge


· Ability to manipulate and synthesize data and summarize findings into effective presentations


· MBA and 5+ years related experience preferred


 


Key Factors for Success:


 


Ability to logically structure analytical problems and use effective reasoning skills to evaluate financial opportunities/issues

Strong business partnership and influencing skills to gain alignment on project requirements and obtain resources and information

Capable of communicating in terms of big picture, but working with close attention to detail and accuracy

Education: BA/BS