Collecting information
Organizing data
The team's scope includes audit execution and oversight for Schwab's: (i) client-facing activities supporting retail investors and independent investment advisors on Schwab's platform and their clients; (ii) client product solutions and market expertise; (iii) portfolio advisory services and researc
Compile and analyze financial data to support financial metrics, Financial Improvement and Audit Readiness (FIAR) activities, management internal controls, self-assessments, and routine reporting requirements. Prepare program budgets, reports, and financial documentation; analyze funding and budgeti