Financial Systems Analyst – Data, Automation & UAT

Charles Schwab; Omaha (NE); Hybrid; USD 90,000 - 120,000; Full time

Benefits offered by this job

401(k) with company match

Paid time off and sabbatical

Parental leave and family building

Tuition reimbursement

Health, dental, and vision insurance

Job summary

Charles Schwab in Omaha, NE is seeking a Senior Business Systems Analyst to bridge business needs and technology delivery in a regulated financial services environment. You will collaborate with Treasury, Regulatory Reporting, Risk, Finance, Data, and Tech teams; draft BRDs, write user stories, map data flows, validate data with SQL and Excel, and support UAT and production validation during modernization efforts.

Strong analytical and communication skills are essential.

Qualifications

• Bachelor's degree in Finance, Accounting, Economics, Information Systems, Computer Science, Data Analytics, or an equivalent practical experience.
• 4+ years of experience in business systems analysis, business analysis, product analysis, financial systems, data analysis, or technology project delivery.
• Experience eliciting and documenting requirements, user stories, acceptance criteria, process flows, data definitions, use cases, and functional specs.
• Working knowledge of data flows, relational databases, system interfaces, data transformation concepts, and the software development lifecycle.
• Proficiency with SQL and Excel, analyzing and reconciling large datasets, and documenting findings clearly.
• Hands-on experience supporting UAT, system testing, regression testing, and defect tracking.
• Familiarity with data governance and control practices.

Responsibilities

• Support requirements discovery sessions with Treasury, Regulatory Reporting, Risk, Finance, Data, and Technology stakeholders; document outcomes, questions, dependencies, and decisions.
• Draft and maintain business requirements, user stories, acceptance criteria, process maps, data definitions, source-to-target mappings, functional specifications, and traceability.
• Analyze current-state processes and manual workflows to identify gaps and opportunities for automation or simplification.
• Perform SQL and Excel-based data analysis to validate source data, transformations, rules, calculations, and outputs; document exceptions.
• Coordinate with technology and data partners to clarify requirements and track progress.
• Prepare test scenarios, test cases, expected results, and test data; execute UAT and regression testing; log defects; verify fixes.
• Support phased implementation and onboarding of additional products and data sources; create repeatable documentation.
• Monitor data or system issues; coordinate ownership; communicate status and impacts; verify remediation.
• Support legacy platform enhancements and production validation during modernization; assess regulatory changes and downstream impacts.
• Prepare concise status updates, meeting materials, demonstrations, and stakeholder communications; escalate risks promptly.

Skills

SQL

Excel

Data analysis

Requirements gathering

Testing coordination

Agile

Stakeholder collaboration

Education

Bachelor's degree in related field

Tools

Jira

Confluence

Process-mapping tools

Cloud data platforms

Job description

Charles Schwab in Omaha, NE is seeking a Senior Business Systems Analyst to bridge business needs and technology delivery in a regulated financial services environment. You will collaborate with Treasury, Regulatory Reporting, Risk, Finance, Data, and Tech teams; draft BRDs, write user stories, map data flows, validate data with SQL and Excel, and support UAT and production validation during modernization efforts.

Strong analytical and communication skills are essential.