Liquidity Platform Modernization Lead

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

Benefits offered by this job

Hybrid work model

401(k) with company match

Employee stock purchase plan

Health, dental, and vision insurance

Sabbatical after every 5 years of long

Job summary

Charles Schwab is modernizing its Liquidity platform and seeks a Business Systems Analyst to gather requirements, analyze data and processes, and coordinate testing across Treasury, Regulatory Reporting, Risk, Finance, Data, and Technology teams.

You will document business rules, data definitions, and source-to-target mappings, supporting an evolving environment with strong emphasis on accuracy and quality.

Qualifications

• Bachelor’s degree or equivalent practical experience.
• 4+ years in business systems analysis or related fields.
• Experience eliciting and documenting requirements, user stories, and acceptance criteria.
• Knowledge of data flows, relational databases, interfaces, and SDLC.
• Proficiency with SQL and Excel; analyze large datasets and document findings.
• Experience with UAT, testing, defect tracking and validation.
• Familiarity with data governance, data quality checks, and lineage documentation.
• Strong analytical, documentation, and cross-team collaboration skills.

Responsibilities

• Support requirements discovery sessions with Treasury, Regulatory Reporting, Risk, Finance, Data, and Technology stakeholders; document outcomes and decisions.
• Draft and maintain business requirements, user stories, data definitions, mappings, and traceability.
• Analyze current-state processes to identify gaps, duplicate logic, and opportunities for automation.
• Perform SQL/Excel-based data analysis to validate data flows and calculations; document exceptions.
• Coordinate with technology/data partners to clarify requirements and track progress.
• Prepare test scenarios, test cases, and data; execute UAT and regression tests; log defects and retest.

Skills

SQL

Excel

Data analysis

Requirements gathering

UAT / Testing

Communication

Agile / Scrum

Education

Bachelor’s degree in Finance/Accounting/IS/CS/Data Analytics

Tools

Jira

Confluence

Process mapping tools

Cloud data platforms

Reporting/Analytics tools

Job description

Charles Schwab is modernizing its Liquidity platform and seeks a Business Systems Analyst to gather requirements, analyze data and processes, and coordinate testing across Treasury, Regulatory Reporting, Risk, Finance, Data, and Technology teams.

You will document business rules, data definitions, and source-to-target mappings, supporting an evolving environment with strong emphasis on accuracy and quality.