Senior Manager - Capital Forecasting, Balance Sheet Forecasting & Analytics

Charles Schwab

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Senior Manager - Capital Forecasting, Balance Sheet Forecasting & Analytics

Charles Schwab

Full-timeLone Tree, COOn-siteFinancePosted 1 week ago

$106K-$235K/yr

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About the Role

The Balance Sheet Forecasting & Analytics team plays a key role in forecasting balance sheets and capital actions. This senior individual contributor advances the transformation of the Capital Stress Testing forecasting function and supports automated forecasting and reporting platforms.

Responsibilities

  • Operate as a hands-on analytical leader, owning complex deliverables end-to-end
  • Collaborate cross-functionally to influence outcomes without direct authority
  • Continuously improve processes, controls, and analytical approaches
  • Demonstrate flexibility and adaptability as priorities and business needs evolve
  • Approach problem-solving with strong attention to detail and structured thinking

Requirements

  • 7+ years relevant experience with ALM, fixed income analytics, capital markets, CCAR/stress testing, or related Treasury functions
  • Bachelor's degree required; Master's degree or CFA preferred
  • Strong knowledge of Capital Stress Testing and capital forecasting
  • Proficiency in AI, data analytics, and large enterprise databases

Benefits

  • 401(k) with company match and Employee stock purchase plan
  • Paid time for vacation, volunteering, and a 28-day sabbatical after every 5 years
  • Paid parental leave and family building benefits
  • Tuition reimbursement
  • Health, dental, and vision insurance

Why this role might be a fit

This capital forecasting role is based at Schwab's Lone Tree campus in Douglas County.

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