Senior Data & Forecasting Analyst (Python)

Charles Schwab; Westlake (TX); On-site; USD 140,000 - 180,000; Full time

Benefits offered by this job

Hybrid work model

401(k) with company match

Employee stock purchase plan

Paid time for vacation, volunteering,

Sabbatical after 5 years

Parental leave

Tuition reimbursement

Health, dental, and vision insurance

Job summary

Charles Schwab is seeking a Senior Manager, Analytics Developer to build predictive models, reports, and data-driven insights. You will partner with business, finance, and IT to forecast staffing and optimize resources, translating complex analyses into practical plans.

The role emphasizes collaboration, mentorship, and on-site work at the Westlake, TX location. The ideal candidate brings 5+ years in analytics, strong Python skills with Pandas/NumPy, expertise in Tableau/Power BI, and a solid

Qualifications

• 5+ years of experience in a similar analytics role.
• Strong proficiency in Python, including Pandas and NumPy.
• Experience with data visualization tools like Tableau and Power BI.
• 5 years of experience in Agile Framework.
• Strong Excel and PowerPoint experience for manipulating and presenting data.
• Highly proficient in statistical modeling and data interpretation.
• Exceptional storytelling to translate analyses into actionable insights.
• Keen eye for design and effective time management.

Responsibilities

• Serve as the primary liaison between business and IT to translate requirements into solutions.
• Forecast and analyze to optimize Operations resource capacity.
• Lead development of predictive models and reporting solutions across stakeholders.
• Collaborate with cross-functional teams to deliver data-driven results.

Skills

Python

Pandas

NumPy

Agile methodologies

Excel

PowerPoint

Storytelling

Design sense

Time management

Education

BS/BA degree

Tools

Tableau

Power BI

SQL

Jira

Teams

SharePoint

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.

The Operational Services organization at Schwab partners with teams across the firm to deliver on service promises to Schwab clients. We are responsible for protecting and safeguarding the assets of the firm and our clients while continuing to increase scalability and efficiency. Within Operational Services, the Operations Transformation Organization (OTO) is a multi-functional group that is helping to drive transformation across Operational Services and the broader firm. We use a variety of methodologies, tools, and capabilities to drive large-scale change.

The Senior Manager, Analytics Developer role specializes in data science, statistical analysis, and reporting. You will be responsible for developing analytical solutions, building predictive models, and generating reports while partnering with business, finance, and other collaborators to optimize our employee footprint now and in the future.

You will engage Directors and Managing Directors to develop short- and long-term forecasts from a blend of quantitative analysis and business judgement then translate them into strategic, practical staffing plans that meet client service commitments.

We believe in the importance of in-office collaboration and fully intend for the selected candidate for this role to work on site in the specified location(s).

What you’ll do:

• Serve as the primary contact between our business and IT partners to ensure that business requirements and technical solutions transform business strategies
• Analysis and forecastingto support and optimize Operations resource capacity.
• Lead the strategy, research, design, and development ofpredictive models andreport solutions to meet stakeholder needs across business, technology, Corporate Strategy, and Finance.
• Partner and collaborate with cross-functional teamsto understand business needs and translate them into data-driven solutions.
• Leverage programming languages like Python to streamline data processes, build predictive models, and generate insights.
• Provide project management support anddriveself-paced development efforts.
• Provide mentorship to otheranalysts on the team.
• Understand both business and technical dependencies between business areas and within systems that support or may be impacted by middle office functionality; upstream as well as downstream
• Perform planning and scoping for several inter-related initiatives to help senior-level business stakeholders make informed decisions about which initiatives to tackle and how
• Facilitate and drive issues resolution and retrospectives between stakeholders

What you have

Required qualifications

• 5+ years of experience in a similar analytics role.
• Strong proficiency in Python, including libraries for data manipulation (e.g., Pandas), scientific computing (e.g., NumPy), and machine learning/forecasting.
• Experience with data visualization tools like Tableau and Power BI.
• 5 years of experience in Agile Framework
• Strong Excel and PPT experience, including reviewing, manipulating, and presenting data.
• Highly proficient in statistical modeling, quality assessment, structuring, optimizing, analyzing and interpreting data.
• Exceptional story-telling skills – the ability to package and present analyses effectively, communicating an insight to be understood easily and to drive action.
• Have a keen eye for design.
• Effective time management; must be able to prioritize and multi-task effectively.
• Education: BS/BA degree required.

Preferred qualifications

• Experience with statistical forecasting techniques (e.g., ARIMA, Prophet, time series analysis).
• Experience with SQL for data extraction and manipulation.
• 2+ years of program management experience.
• Application Development Resource Capacity reporting experience.
• Proficient in collaboration tools like Teams, SharePoint, Confluence, Jira, etc.
• Experience in a highly regulated financial services environment.

In addition to the salary range, this role is 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