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# Finance Manager, Technology

- **Company:** TD Ameritrade
- **Location:** Westlake, TX, United States
- **Experience:** Expert
- **Salary:** $110,000.0 - $140,000.0
- **Contract:** Permanent contract
- **Skills:** Analysis of Variance (ANOVA), Generative AI
- **Published:** July 9, 2026
- **Apply:** https://www.schwabjobs.com/financial-consultant-academy-opportunity-branch-network

## About the Role

* Bachelor's degree in Finance, Economics, Accounting, or related field
 * 5 years of experience in Finance
 * Deep understanding of internally developed software capitalization accounting and governance
 * Systems thinker with proven experience modernizing cross-functional financial processes and champion of GenAI capabilities
 * Proactive, self-starter, able to manage and deliver multiple projects and succeed in a time-sensitive, fast-paced environment with minimal direction
 * Ability to logically structure analytical problems and use critical reasoning skills to evaluate financial forecasts
 * Excellent oral and written communication skills and interpersonal skills
 * Comfortable partnering with senior leaders to drive business outcomes
 * Financial planning and scenario modeling experience is important

## Description

This position provides the right candidate with a unique opportunity to join the Schwab Technology Services Finance team. The team serves as a strategic business partner, providing financial insights, planning, and analysis to support decision-making and drive operational excellence. This role will lead performance analysis for key technology functions, ensuring alignment with corporate financial goals.

This role will lead Finance support for multi-billion technology investment portfolios, Internally Developed Software Capitalization processes and play a key role in the Technology Business Management Office (TBMO). This role provides direct financial oversight and decision support to these cross-functional processes.

What You Will Do

 * Lead Internally Developed Software capitalization processes, partnering with portfolio leaders and controllers
 * Build and maintain financial models to inform and influence decision making within investment portfolios
 * Lead FP&A processes (monthly close, variance analysis, risk and opportunities, reporting, forecasting and annual planning) for significant and complex investment portfolios
 * Enhance reporting solutions and champion adoption of Technology Business Management framework and Total Cost of Ownership data across STS FP&A team
 * Partner with subject matter experts across the organization to improve cost transparency and total cost of ownership views of Schwab's technology investments
 * Work cross-functionally to drive sustainable and efficient forecasting improvement efforts, including enhancements to financial systems leveraging GenAI capabilities
 * Maintain sound risk management and control environment for work product
 * Perform ad hoc analysis related to understanding business and technology trends and their expense impact


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