Ben Busler
- Role
- Sr Manager, Financial Planning & Analysis (Fp & a) at Charles Schwab at Charles Schwab
- Location
- Chandler, AZ, US
- LinkedIn followers
- 500 followers
About Ben Busler
Business leader with strong project management, analytical, and people management skills.
Experience
Sr Manager, Financial Planning & Analysis (Fp & a) at Charles Schwab
Dec 2019 — Present
Lead a team of 3 billing specialists to invoice and collect payment for 1,800+ corporate clients with $90.5M in annual billings for 3 business units: Stock Plan Services (SPS), Retirement Plan Services (RPS) & Compliance Solutions (CS). Ensure clients billings are accurate and timely; certify billing tasks follow compliance policies.* Developed new pricing tool for SPS to provide market-based & profitability-based pricing offers. Implemented faster-to-market review & approval process for normal and escalated pricing requests.* Provided financial modelling to support $76M investment over 6 years in business unit’s next generation technology platform.* Review and provide guidance on sales compensation plans to ensure alignment with corporate goals and expense guidelines.* Collaborated with Strategy, Business Intelligence (BI) team, and Finance leadership to calculate long-term value of new retirement plans to the retail brokerage business.* Track cost of acquisition for SPS and CS business units.* Coach and develop team members for career development at Schwab.
Skills
- Strategic Planning
- Cross-Functional Team Leadership
- Budgets
- Segmentation
- Sales Operations
- Vendor Management
- Competitive Analysis
- Sales
- Healthcare
- Strategy
- Risk Management
- Marketing
- Crm
- Salesforce.com Administration
- Investments
- Pricing
- Business Development
- Project Management
- Business Planning
- Data Analysis
- Finance
- Financial Analysis
- Market Research
- Business Analysis
- Start-Ups
- Sales Management
- Change Management
- Leadership
- Financial Modeling
- Analytics
- Strategic Partnerships
- Market Analysis
- Management
- Product Marketing
- Program Management
- Business Strategy
- Financial Services
- Managed Care
- Analysis
- Forecasting
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