Liquidity Platform Modernization Lead

Charles Schwab Corporation; Westlake (TX); In loco; USD 120.000 - 160.000; Tempo pieno

Descrizione del lavoro

Charles Schwab Corporation seeks a Treasury Business Systems Analyst to lead requirements for liquidity platform modernization. You will coordinate across Treasury, Risk, Finance, Data, and Technology to deliver a scalable, FR 2052a-first liquidity platform while preserving stability and regulatory compliance.

The role requires translating regulatory reporting, analytics, forecasting, and governance needs into clear business requirements, user stories, and acceptance criteria.

Competenze

• Bachelor’s degree in finance, accounting, economics, information systems, computer science, data analytics, or related field, or equivalent practical experience.
• 7+ years of experience in business systems analysis, financial systems, or data-focused tech delivery, preferably in banking/treasury/regulatory reporting.
• Lead requirements discovery and translate concepts into business requirements, user stories, and test criteria.
• Strong SQL and data-analysis skills; experience with large datasets and data governance.
• Experience with data governance, quality, lineage, metadata, and audit evidence in regulated environments.
• Strong facilitation and stakeholder-management skills for cross-functional alignment.
• Ability to work independently in a fast-paced, agile environment with attention to detail.

Mansioni

• Lead business analysis and requirements management for Liquidity modernization workstreams from discovery through design, testing, and deployment.
• Partner with Treasury SMEs to define FR 2052a-first data foundation supporting liquidity analytics and stress testing.
• Translate regulatory expectations into complete, testable requirements for modular services and governed data assets.
• Facilitate workshops to document current-state processes and secure decisions from owners.
• Develop end-to-end process maps, data-flow diagrams, rules, data dictionaries, and source-to-target mappings.
• Serve as the primary business liaison to technology and data teams to ensure alignment with business outcomes.
• Use SQL to profile data, validate transformations, and trace defects to source.
• Define testing strategy and coordinate UAT, data and sign-off activities.
• Support phased delivery and establish repeatable onboarding patterns for new data domains.
• Ensure modernization aligns with legacy platforms, regulatory changes, and controls during transition.
• Identify opportunities to reduce spreadsheets and manual work while improving scalability and resilience.

Conoscenze

Bachelor's degree in finance / related

7+ years experience

Requirements discovery

SQL & data analysis

Data governance & controls

Facilitation & stakeholder mgmt

Agile team work

FR 2052a familiarity

Jira & Confluence

Formazione

Bachelor’s degree in Finance, Accounting, Economics, IS, CS, or related

Strumenti

Jira

Confluence

Process-modeling tools

Relational databases

Cloud data platforms

Reporting/Analytics tools

Descrizione del lavoro

Charles Schwab Corporation seeks a Treasury Business Systems Analyst to lead requirements for liquidity platform modernization. You will coordinate across Treasury, Risk, Finance, Data, and Technology to deliver a scalable, FR 2052a-first liquidity platform while preserving stability and regulatory compliance.

The role requires translating regulatory reporting, analytics, forecasting, and governance needs into clear business requirements, user stories, and acceptance criteria.