Alex Annear
Senior Finance Manager, CTO Organization at Charles Schwab | San Francisco Bay Area
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Alex Annear is a seasoned finance professional currently serving as a Senior Finance Manager within the Chief Technology Officer (CTO) Organization at Charles Schwab, based in the vibrant city of San Francisco, CA. With a robust educational background, including an MBA from Texas, Alex has honed a diverse skill set that encompasses budgeting and forecasting, financial reporting, and strategic financial management. In this pivotal role, Alex is responsible for overseeing financial operations that directly support the CTO's initiatives, ensuring that technology investments align with the company's broader business strategy.
Leading a dedicated team of two direct reports, Alex excels in project management and competitive analysis, driving the financial planning processes that underpin key technology projects. This includes collaborating closely with cross-functional teams to assess the financial viability of new initiatives, facilitating mergers and acquisitions, and providing executive-level communication that translates complex financial data into actionable insights for stakeholders. Alex's expertise in strategic financial management not only enhances the CTO Organization's operational efficiency but also contributes to Charles Schwab's commitment to innovation and customer-centric solutions in the financial services industry.
Through a combination of analytical prowess and leadership skills, Alex Annear plays a crucial role in navigating the financial landscape of technology investments, ensuring that the CTO Organization remains agile and responsive to market trends while delivering value to clients and shareholders alike.
Senior Finance Manager, CTO Organization at Charles Schwab in January 2023 to Present
Senior Team Manager, Project Services Finance at Charles Schwab in May 2019 to January 2023
Senior Manager, Project Services Finance at Charles Schwab in July 2017 to May 2019
Senior Manager, Corporate Financial Planning & Analysis at McKesson in August 2015 to July 2017
Manager, Finance Rotational Development Program - Corporate Financial Planning & Analysis at McKesson in April 2015 to August 2015
Manager, Finance Rotational Development Program - McKesson Pharmacy Systems & Automation at McKesson in October 2014 to April 2015
Manager, Finance Rotational Development Program - US Pharmaceutical at McKesson in April 2014 to September 2014
Manager, Finance Rotational Development Program - McKesson Specialty Health at McKesson in September 2013 to March 2014
Finance MBA Intern - Advanced Services Central Finance at Cisco Systems in June 2012 to August 2012
MBA+ Student Consultant at RobustEnergy LLC in September 2011 to December 2011
Litigation Paralegal at Paul, Weiss LLP in June 2008 to June 2011
Crisis Intervention Team Intern at Thomas Jefferson Community Criminal Justice Board in September 2007 to May 2008
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Budgeting & Forecasting
Financial Reporting
Building Business Partnerships
Strategic Financial Management
Annual Planning
Data Analysis
Finance
People Management
Financial Modeling
Project Management
Competitive Analysis
Strategy
Analysis
CRM
Consulting
Entrepreneurship
Strategic Planning
Business Strategy
Mergers & Acquisitions
Analytical Skills
Litigation
Financial Analysis
Corporate Finance
Financial Services
Management
Leadership
Public Speaking
Change Leadership
Executive-level Communication
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Discover more about Charles SchwabWhat is Alex Annear email address?
Email Alex Annear at [email protected]. This email is the most updated Alex Annear email found in 2026.
What is Alex Annear phone number?
Alex Annear phone number is +17036551812 and +12708476549.
How to contact Alex Annear?
To contact Alex Annear send an email to [email protected]. If you want to call Alex Annear try calling on +17036551812 and +12708476549. (updated on October 29, 2024)
What company does Alex Annear work for?
Alex Annear works for Charles Schwab
What is Alex Annear's role at Charles Schwab?
Alex Annear is Senior Finance Manager, CTO Organization
Alex Annear Email Addresses
Alex Annear Phone Numbers
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