Hybrid Liquidity Platform Biz Systems Analyst

Charles Schwab; Westlake (TX); Hybrid; USD 90,000 - 130,000; Full time

Benefits offered by this job

401(k) with company match

Sabbatical after 5 years

Paid parental leave

Tuition reimbursement

Health, dental, and vision insurance

Job summary

Charles Schwab is modernizing its Liquidity platform and seeks a Business Systems Analyst to gather requirements, analyze data, coordinate testing, and document traceability. You’ll collaborate with Treasury, Regulatory Reporting, Risk, and Finance teams to drive efficient, governed solutions in a regulated environment.

The role emphasizes SQL/Excel data analysis, UAT support, and agile collaboration, with a hybrid work approach and a commitment to quality and accuracy.

Qualifications

• Bachelor’s degree or equivalent practical experience in a relevant field.
• 4+ years 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 maps, data definitions, source-to-target mappings, and functional specifications.
• Working knowledge of data flows, relational databases, system interfaces, data transformation concepts, and the software development lifecycle.

Responsibilities

• Support requirements discovery sessions with Treasury, Regulatory Reporting, Risk, Finance, Data, and Technology stakeholders and document outcomes, dependencies, and decisions.
• Draft and maintain business requirements, user stories, acceptance criteria, process maps, data definitions, and traceability.
• Analyze current-state processes and workflows to identify gaps, duplicate logic, control points, and dependencies.
• Perform SQL and Excel-based data analysis to validate source data, transformations, and calculations; document exceptions.
• Coordinate with technology and data partners to clarify requirements and track progress; ensure functionality meets documented needs.
• Prepare test scenarios, test cases, and data; execute UAT and regression testing; log defects and support sign-off.
• Support phased modernization and onboarding of additional data sources; create repeatable implementation and operating docs.
• Monitor data or system issues and coordinate remediation; verify sustainability.
• Prepare status updates, meeting materials, demonstrations, and stakeholder communications; escalate risks and blockers promptly.

Skills

SQL

Excel

Data analysis

Requirements gathering

Documentation

Communication

Agile

Stakeholder collaboration

Problem solving

Education

Bachelor’s degree in Finance, Accounting, Economics, Information Systems, Computer Science, Data Analytics, or related field

Equivalent practical experience

Tools

Jira

Confluence

Process-mapping tools

SQL Server

Job description

Charles Schwab is modernizing its Liquidity platform and seeks a Business Systems Analyst to gather requirements, analyze data, coordinate testing, and document traceability. You’ll collaborate with Treasury, Regulatory Reporting, Risk, and Finance teams to drive efficient, governed solutions in a regulated environment.

The role emphasizes SQL/Excel data analysis, UAT support, and agile collaboration, with a hybrid work approach and a commitment to quality and accuracy.