Transformation, Process and Standardization Analyst

Your Opportunity

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.

We are seeking a Transformation, Process and Standardization Analyst to serve as the operational backbone of our team, bringing consistency, efficiency, and clarity to the way we work. This role focuses on documenting and standardizing processes, improving workflows, and supporting strategic initiatives across the Schwab Data organization.

Think: Let’s define it, map it, clean it up, and make it stick.

Key Responsibilities:

• Ensure operational consistency and efficiency by documenting processes, creating standard operating procedures and maintaining templates, taxonomies, and process maps.
• Manage internal platforms (e.g., SharePoint) and keep documentation organized and accessible.
• Support the implementation of new operating models/frameworks through structured documentation and user communication.
• Manage internal platforms (e.g., Jira boards, department/team/recognition).
• Identify inefficiencies and coordinate workshops or feedback sessions to improve workflows.
• Track strategic initiatives with dashboards, reports, and status updates.
• Assist with planning, prep, and coordination for cross-functional meetings and programs.
• Create internal storytelling materials that explain process changes in a clear, engaging way.

What you have

The ideal candidate is detail-oriented, systems-minded, highly organized, and delivery-focused, ensuring successful, timely, and well-coordinated execution. The candidate will also have a talent for translating complex operations into clear documentation and repeatable processes. You are a part technical writer, part process optimizer, and part systems coordinator (understanding how tools/platforms/processes fit together), bringing both clarity and calm to fast-moving, cross-functional work.

Required Qualifications:

• 3-5 years of experience in operations, process improvement, project coordination, or technical documentation
• High level of proficiency with tools such as SharePoint, Word, Excel, and PowerPoint.

Preferred Qualifications:

• Strong organizational and documentation skills, with attention to detail.
• Strong project management discipline, including the ability to plan, prioritize, and execute tasks on time and with quality.
• Demonstrated ability to deliver timely and effective results.
• Experience creating standard operating procedures, process maps, and templates.
• Ability to translate complex or abstract processes into clear, accessible materials
• Excellent written and verbal communication skills.
• Proven ability to coordinate across teams and manage multiple tasks or timelines.
• Experience with process improvement methodologies (e.g., Lean, Six Sigma, Agile).
• Hands-on experience with Jira (or similar project/task tracking tools) to manage workflows, track progress, and support transparency.
• Familiarity with tools like Visio or Confluence.
• Dashboarding skills with Tableau or PowerBI.
• Background in operations, project coordination, or technical writing beyond basic task execution.
• Experience supporting change management, internal communications, or organizational rollout efforts.
• Comfortable working in fast-paced, evolving environments and with cross-functional stakeholders.

What you are good at

What you have

The ideal candidate is detail-oriented, systems-minded, highly organized, and delivery-focused, ensuring successful, timely, and well-coordinated execution. The candidate will also have a talent for translating complex operations into clear documentation and repeatable processes. You are a part technical writer, part process optimizer, and part systems coordinator (understanding how tools/platforms/processes fit together), bringing both clarity and calm to fast-moving, cross-functional work.

Required Qualifications:

• 3-5 years of experience in operations, process improvement, project coordination, or technical documentation
• High level of proficiency with tools such as SharePoint, Word, Excel, and PowerPoint.

Preferred Qualifications:

• Strong organizational and documentation skills, with attention to detail.
• Strong project management discipline, including the ability to plan, prioritize, and execute tasks on time and with quality.
• Demonstrated ability to deliver timely and effective results.
• Experience creating standard operating procedures, process maps, and templates.
• Ability to translate complex or abstract processes into clear, accessible materials
• Excellent written and verbal communication skills.
• Proven ability to coordinate across teams and manage multiple tasks or timelines.
• Experience with process improvement methodologies (e.g., Lean, Six Sigma, Agile).
• Hands-on experience with Jira (or similar project/task tracking tools) to manage workflows, track progress, and support transparency.
• Familiarity with tools like Visio or Confluence.
• Dashboarding skills with Tableau or PowerBI.
• Background in operations, project coordination, or technical writing beyond basic task execution.
• Experience supporting change management, internal communications, or organizational rollout efforts.
• Comfortable working in fast-paced, evolving environments and with cross-functional stakeholders.