Senior Finance Data Systems Analyst

Charles Schwab; San Francisco (CA); Hybrid; USD 110,000 - 140,000; Full time

Benefits offered by this job

401(k) with company match

Paid time off

Sabbatical program after years of vest

Parental leave

Tuition reimbursement

Health, dental, and vision

Job summary

Charles Schwab seeks a seasoned Business Systems Analyst to drive requirements, data validation, and cross‑functional collaboration across Treasury, Regulatory Reporting, Risk, and Finance. You will translate business needs into BRs, user stories, and process maps, and ensure quality through UAT and regression testing.

You will coordinate with Technology and Data partners to clarify requirements, track progress, and support a phased modernization with robust documentation and controls.

Qualifications

• Experience eliciting and documenting business requirements, user stories, and acceptance criteria.
• Knowledge of data governance, data quality, lineage, and change controls.
• Proficiency with SQL and Excel for large dataset analysis and reconciliation.
• Experience supporting UAT, system testing, regression testing, and defect tracking.
• Ability to collaborate across treasury, regulatory, risk, finance, data, and tech teams.

Responsibilities

• Contribute to requirements discovery with Treasury, Regulatory Reporting, Risk, Finance, Data, and Technology.
• Draft and maintain BRs, user stories, process maps, data definitions, and requirements traceability.
• Analyze current-state processes to identify gaps and opportunities for automation.
• Perform SQL and Excel data validation of source data, transformations, and rules.
• Coordinate with tech and data partners to clarify requirements and confirm functionality.
• Prepare test scenarios, execute UAT and regression tests, document defects, and support sign-off.
• Support phased implementation, pilot validation, and documentation creation.
• Monitor data/system issues and coordinate remediation efforts.

Skills

SQL

Excel

Data analysis

UAT testing

Documentation

Agile

Jira

Confluence

Education

Bachelor's degree in related field

Tools

Process mapping tools

Cloud platforms

Enterprise data platforms

Reporting tools

Job description

Charles Schwab seeks a seasoned Business Systems Analyst to drive requirements, data validation, and cross‑functional collaboration across Treasury, Regulatory Reporting, Risk, and Finance. You will translate business needs into BRs, user stories, and process maps, and ensure quality through UAT and regression testing.

You will coordinate with Technology and Data partners to clarify requirements, track progress, and support a phased modernization with robust documentation and controls.