Manager, Business Systems Analyst- Liquidity

Charles Schwab Corporation; Westlake (TX); On-site; USD 110,000 - 150,000; Full time

Job summary

Charles Schwab Corporation is seeking a highly analytical Treasury Business Systems Analyst to support liquidity management, forecasting, regulatory reporting, and modernization initiatives.

This role will partner with Treasury, Finance, Risk, Product, and Technology teams to translate complex business processes, data flows, and system functionality into clear requirements that drive technology delivery and strategic decisions.

Qualifications

• Bachelor’s or Master’s degree in Finance, Computer Science, Data Analytics, or related field.
• 5+ years of experience as a Business Systems Analyst, Business Analyst, Product Analyst, or similar role supporting technology initiatives.
• Liquidity, Capital Markets, or Treasury discipline knowledge is strongly preferred.
• Strong SQL and data analysis experience with large data sets and data architecture support.
• Ability to break down complex business concepts into clear requirements and specifications.

Responsibilities

• Translate complex business processes, data flows, and system functionality into clear requirements, user stories, and technical specs.
• Partner with Treasury, Finance, Risk, Product, and Technology teams to drive delivery and modernization initiatives.
• Investigate business challenges, support solution design, and ensure alignment with objectives while maintaining quality and scalability.
• Bridge between business stakeholders and technology teams to manage dependencies and drive clarity in fast-paced environments.

Skills

SQL

Data analysis

Business analysis

Agile / Jira / Confluence

Stakeholder communication

Liquidity knowledge

Education

Bachelor’s or Master’s degree in Finance/CS/Data Analytics

Tools

JIRA

Confluence

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. This is a role where you will be able to grow your expertise through consistent challenges with the backing of passionate leaders who will value your contributions and encourage your development.We are seeking a highly analytical Treasury Business Systems Analyst to support critical liquidity management, forecasting, regulatory reporting, and modernization initiatives. This role will partner with Treasury, Finance, Risk, Product, and Technology teams to translate complex business processes, data flows, and system functionality into clear requirements that drive technology delivery and strategic decisions.

The ideal candidate is naturally curious, detail-oriented, and comfortable navigating ambiguity. They possess strong analytical and problem-solving skills, enjoy working with large and complex data sets, and can break down sophisticated business concepts into well-defined business requirements, user stories, process flows, functional specifications, and technical requirements. Serving as a critical bridge between business stakeholders and technology teams, this individual will investigate and analyze business challenges, support solution design, and ensure delivered solutions align with business objectives while meeting quality, scalability, and operational efficiency goals.

The ideal candidate will demonstrate strong collaboration, analytical rigor, and liquidity domain expertise, with the ability to manage complex dependencies across multiple platforms and drive alignment, automation, and process improvement.

What you have

• Bachelor’s or Master’s degree in Finance, Computer Science, Data Analytics, or related field
• 5+ years of experience as a Business Systems Analyst, Business Analyst, Product Analyst, or similar role supporting technology initiatives.
• Liquidity, Capital Markets, or Treasury discipline knowledge is strongly preferred
• Strong SQL and data analysis experience with the ability to design, query, analyze, validate, and reconcile large and complex data sets while supporting data architecture and business process solutions.
• Ability to understand technical issues and possess strong problem solving skills.
• Demonstrated ability to evaluate business value, analyze tradeoffs, and help prioritize features, enhancements, defects, and technical work to support strategic business objectives.
• Outstanding performer, persistent and pro-active, detailed oriented, and driven to exceed expectations
• Exceptional / pragmatic business judgment combined with strong communication and relationship skills
• Comfortable navigating ambiguity and driving clarity in fast-paced environments
• Ability to balance multiple, changing priorities.
• Competent in Agile values, principles, and tools (JIRA, Confluence, etc)

In addition to the salary range, this position is also eligible for bonus or incentive opportunities