Manager, Business Systems Analyst- Liquidity

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

Benefits offered by this job

401(k) with company match

Health, dental, and vision insurance

Hybrid Work and Flexibility

Job summary

Charles Schwab seeks a highly analytical Treasury Business Systems Analyst to support liquidity management, forecasting, regulatory reporting, and modernization initiatives. The role collaborates with Treasury, Finance, Risk, Product, and Technology to translate complex processes into clear requirements guiding technology delivery.

The ideal candidate is curious, detail-oriented, and adept at working with large data sets, turning business concepts into well-defined requirements, user stories,

Qualifications

• Bachelor’s or Master’s degree in Finance, CS, Data Analytics, or related field.
• 5+ years in Business Systems Analyst or similar role supporting technology initiatives.
• Liquidity, Capital Markets, or Treasury knowledge preferred.
• Strong SQL and data analysis experience with large data sets.
• Ability to translate business needs into clear requirements and specs.
• Excellent communication and collaboration skills.
• Ability to navigate ambiguity and drive clarity in fast-paced environments.
• Experience with Agile methods and Jira/Confluence

Responsibilities

• Translate complex business processes and data flows into clear requirements, user stories, and specs.
• Partner with Treasury, Finance, Risk, Product, and Tech teams to drive tech delivery.
• Analyze data and ensure solutions align with business objectives and quality standards.
• Manage dependencies across platforms to drive alignment and automation.
• Help prioritize features, enhancements, defects, and technical work.

Skills

SQL & data analysis

Agile tools (JIRA/Confluence)

Problem solving

Stakeholder communication

Liquidity/Capital Markets knowledge

Education

Bachelor’s or Master’s degree in Finance, CS, or 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

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