Client Data & Reporting Analyst — Integration & Analytics

Charles Schwab; Westlake (TX); On-site; USD 95,000 - 125,000; Full time

Benefits offered by this job

401(k) with company match and Employee

Stock purchase plan

Job summary

Charles Schwab in Westlake, TX is seeking a hands-on Business Systems Analyst to bridge business and technology teams. You will gather requirements, design data-driven solutions, and support testing and production releases in an Agile environment.

Responsibilities include extracting and reconciling data with SQL, Excel, and Power BI; creating documentation and dashboards; collaborating with clients, vendors, and stakeholders to deliver actionable insights and reliable interfaces.

Qualifications

• 3+ years of business analysis experience, including requirements gathering and process analysis.
• 3+ years of experience monitoring file transmissions, interfaces, or data exchanges.
• 2+ years in an Agile environment with experience using JIRA or similar tools.
• 3+ years of data analytics, BI, or data management including extracting, cleansing, and reconciling data.
• Ability to learn complex systems, think logically, and manage multiple priorities in a fast-paced setting.
• Excellent written, verbal, organizational, and cross-functional collaboration skills.

Responsibilities

• Serve in a client-facing capacity, partnering with clients, technology teams, vendors, and stakeholders.
• Facilitate meetings, requirements discussions, and presentations; communicate needs, risks, issues, status, and recommendations.
• Create and maintain business and technical documentation such as requirements, flows, procedures, tests, and production support materials.
• Work in an Agile environment with backlog refinement, sprints, testing, demos, and release readiness.
• Monitor file transmissions and system interfaces; investigate data or processing issues and coordinate resolutions.
• Support testing and production releases, including functional, integration, and regression testing.

Skills

SQL

Excel

Power BI

Python

R

Alteryx

JIRA

Agile

Data analytics

Data visualization

Education

Bachelor's degree in a relevant field

Tools

Tableau

Snowflake

Databricks

Relational databases

Job description

Charles Schwab in Westlake, TX is seeking a hands-on Business Systems Analyst to bridge business and technology teams. You will gather requirements, design data-driven solutions, and support testing and production releases in an Agile environment.

Responsibilities include extracting and reconciling data with SQL, Excel, and Power BI; creating documentation and dashboards; collaborating with clients, vendors, and stakeholders to deliver actionable insights and reliable interfaces.