HR Data Reporting & Analytics Manager

Charles Schwab; Westlake (TX); Hybrid; USD 110,000 - 150,000; Full time

Benefits offered by this job

401(k) match

Employee stock purchase plan

Sabbatical after 5 years

Parental leave

Tuition reimbursement

Health insurance

Dental insurance

Vision insurance

Job summary

Charles Schwab in Westlake, TX seeks a Manager, HR Data Reporting & Analytics to design and deliver advanced Workday reporting solutions across HR, Finance, and operations.

You will partner with cross‑functional teams to gather requirements, ensure data accuracy, and drive data‑informed decisions. The role requires deep Workday expertise and strong Excel skills, with Agile experience and a focus on reliability.

Qualifications

• 3–5 years of experience in Workday Reporting and Analytics.
• Workday Report Writer (Advanced, Composite, Matrix, Trending).
• Workday Report Administrator and Calculated Fields design & optimization.
• Experience in Agile environments and fast-paced settings.
• Advanced proficiency in Microsoft Excel with data analysis skills.

Responsibilities

• Design and deliver dynamic Workday reporting across HCM, Compensation, Talent, Skills, Learning, Payroll, and Finance.
• Partner with cross-functional teams to gather requirements and create scalable Workday reporting solutions.
• Manage data accuracy and integrity through testing, validation and continuous improvement.
• Troubleshoot reporting challenges including performance issues and data discrepancies; enhance self-service reporting.
• Maintain documentation including data dictionaries and metadata for transparency and reusability.
• Monitor and optimize report performance for reliability.
• Support audits, dashboards, and enhancements to meet evolving business needs.
• Lead Workday release readiness and assess feature impacts with mitigation plans.

Skills

Workday Reporting

Workday Report Writer

Workday Data Architecture

Advanced Excel

Calculated Fields

Agile

Security Configuration

Job description

Your opportunity

At Schwab, you’re empowered to make an impact on your career. Here, innovative thought meets creative problem solving, helping us “challenge the status quo” and transform the finance industry together.

Not only do we put our clients first, but we also extend this same approach to our employees! At Schwab, we respect and care for all, and you can go as far as your ambition takes you – we’re here to empower you to Own Your Tomorrow by providing development support to help you reach your potential and achieve your dreams. Firm growth means growth for you. You’ll engage in substantial and impactful work while developing your career and building trust and inspiring confidence through exceptional service, one connection at a time.

The Workforce Intelligence Team sits within our HR Enterprise and provides workforce related reporting, analytics, and business insights to HR professionals and business leaders across Schwab.

As a Manager, HR Data Reporting & Analytics, you will design and deliver advanced HR reporting solutions that transform data into actionable insights for HR, Finance, and operations. Leveraging Workday Report Writer, Calculated Fields, Dashboards, and other reporting systems, you’ll create accurate, optimized reports that support strategic decision-making. This role requires deep expertise in Workday Reporting and Analytics, strong analytical thinking and data analysis skills, and the ability to collaborate effectively with stakeholders. Knowledge of Workday data architecture, business processes, and security frameworks is essential.

What you’ll do:

• Design and deliver dynamic reporting solutions using Advanced, Matrix, Composite, and Trending reports across multiple Workday modules (HCM, Compensation, Talent, Skills, Learning, Payroll, Finance) to drive data-informed decisions.
• Partner with cross-functional teams to gather requirements and create scalable, innovative Workday reporting solutions that align with organizational goals and compliance standards.
• Manage data accuracy and integrity through thorough testing, validation, and continuous improvement of HR reporting processes.
• Troubleshoot and resolve reporting challenges— including performance issues, data discrepancies, and access concerns—while proactively identifying opportunities to enhance self-service reporting and data accessibility.
• Maintain clear and comprehensive documentation, including data dictionaries and metadata, to promote transparency and reusability across the organization.
• Monitor and optimize report performance to ensure efficiency and reliability.
• Support audits and dashboard development, and deliver enhancements to custom reports that meet evolving business needs.
• Lead Workday release readiness, assessing new features, validating system impacts, and creating mitigation plans to ensure smooth transitions.

Please Note: This is an in-office role requiring on-site presence in one of the locations where the role is posted a minimum of 4 days per week with the flexibility of working remotely one day a week.

What you have

To ensure that we have fulfilled our promise of 'challenging the status quo,' this role has specific qualifications that successful candidates should have.

Required Qualifications:

• 3-5 years of experience in Workday Reporting and Analytics.
  • Workday Report Writer (Advanced, Composite, Matrix, Trending, Transposed Reports).
  • Workday Report Administrator.
  • Calculated Fields Design & Optimization.
• Experience working in Agile and fast-paced environments.
• Deep understanding of Workday System, Business Process, and Security Configuration.
• Experience in Report Performance Tuning and Testing.
• Advanced proficiency in Microsoft Excel with demonstrated ability to analyze complex data, solve challenging business problems, and develop scalable solutions.

Preferred Qualifications:

• An understanding of core Human Resources functions and typical workforce management processes and related data.
• Excellent communication and stakeholder management skills.
• A high degree of attention to detail, strong organizational skills, with an appreciation for structure and standards.
• Proven success applying analytical thinking to interpret business needs and translate them into data elements, values, and actionable reporting insights.
• Successful history building rapport with stakeholders and working with others in a team to accomplish a goal.
• Experience managing multiple tasks at once.
• Workday Reporting Pro certification is a plus.

What’s in it for you

At Schwab, you’re empowered to shape your future. We champion your growth through meaningful work, continuous learning, and a culture of trust and collaboration—so you can build the skills to make a lasting impact. Our Hybrid Work and Flexibility approach balances our ongoing commitment to workplace flexibility, serving our clients, and our strong belief in the value of being together in person on a regular basis.

We offer a competitive benefits package that takes care of the whole you – both today and in the future:

• 401(k) with company match and Employee stock purchase plan
• Paid time for vacation, volunteering, and 28-day sabbatical after every 5 years of service for eligible positions
• Paid parental leave and family building benefits
• Tuition reimbursement
• Health, dental, and vision insurance