Strategic Business Systems Analyst & Data Expert

Charles Schwab; Lone Tree (CO); Hybrid; USD 110,000 - 140,000; Full time

Benefits offered by this job

401(k) with company match

Employee stock purchase plan

Paid vacation and sabbatical programs

Parental leave and family benefits

Tuition reimbursement

Health, dental, and vision insurance

Job summary

Charles Schwab in the United States is seeking a seasoned business systems analyst to help shape requirements, map processes, and translate complex data into actionable insights across Treasury, Regulatory Reporting, Risk, Finance, and Data teams.

You will lead discovery sessions, document user stories and specifications, perform SQL and Excel data analysis, support UAT, and coordinate with technology partners while contributing to a modernizing data environment with governance and quality

Qualifications

• Bachelor's degree or equivalent practical experience in a related field.
• 4+ years in business/financial systems analysis or technology delivery.
• Experience documenting requirements, user stories, data definitions, and functional specs.
• Proficiency with SQL and Excel for large data analysis.
• Experience with UAT, testing, and defect tracking.
• Familiarity with data governance, data quality, and change controls.
• Strong cross-functional collaboration and communication skills.

Responsibilities

• Support requirements discovery sessions with Treasury, Regulatory Reporting, Risk, Finance, Data, and Technology stakeholders; document outcomes, dependencies, and decisions.
• Draft and maintain business requirements, user stories, acceptance criteria, data definitions, and mappings.
• Analyze current-state processes and identify gaps, duplicate logic, and automation opportunities.
• Perform SQL and Excel-based data analysis to validate source data and calculations; document exceptions.
• Coordinate with technology and data partners to clarify requirements and track progress.
• Prepare test scenarios, test cases, and data; execute UAT and regression testing; log defects and retest.
• Support phased implementation, pilot validation, and creation of repeatable operating documentation.
• Monitor data or system issues, communicate status, and verify remediation.
• Assist with legacy platform enhancements and production validation during modernization.
• Prepare concise status updates, meeting materials, demonstrations, and stakeholder communications.

Skills

SQL

Excel

Requirements gathering

Data analysis

Communication

Agile

Stakeholder collaboration

Education

Bachelor's degree in Finance, Accounting, Economics, IS, CS, Data Analytics, or related field

Tools

Jira

Confluence

Process-mapping tools

Cloud data platforms

Reporting tools

Job description

Charles Schwab in the United States is seeking a seasoned business systems analyst to help shape requirements, map processes, and translate complex data into actionable insights across Treasury, Regulatory Reporting, Risk, Finance, and Data teams.

You will lead discovery sessions, document user stories and specifications, perform SQL and Excel data analysis, support UAT, and coordinate with technology partners while contributing to a modernizing data environment with governance and quality