Business Systems 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. Schwab Technology Services enables the future of how clients manage their money by providing innovative and reliable technology products and services as part of our ongoing commitment to democratize access to investing and financial planning.
The Business Reporting and Insights team (BRIT) within infrastructure and operations helps to support our leadership in making data driven decisions. This role will partner closely with the various technology owners within Infrastructure, and other parts of Schwab technology services to provide actionable insights around how we're managing and supporting systems within or technology environment. This individual will work closely with leadership within Infrastructure to track, document, and trend key metrics on infrastructure progress to rationalize our data center footprint and help to make trade off decisions. Additionally, individuals will partner with other teams in Infrastructure to understand their key team priorities, create action-oriented visualizations, and identify opportunities for improvements to how we deliver across Infra Operations.
What you have
Required Qualifications:
• BA/BS degree or equivalent experience
• 3-5 years related experience, preferably in financial services and/or technology space.
• Outstanding communication skills
• Analytical skills that you employ to take initiative in solving problems creatively
• Ability to work independently, prioritize tasks and handle multiple projects simultaneously
• Ability to coordinate a variety of data sources, and to discuss design and results with non-technical colleagues
• Experience developing, automating, and maintaining reports, dashboards, and/or self-service tools
• Hands-on experience developing, maintaining, and enhancing dashboards (PowerBI, Tableau, Altyrex, or other similar tools).
Preferred Qualifications:
▪ Synthesizes complex data, manages resources, and develops strategic insights
▪ Establishes communication processes for smooth information flow with others involved in a project or effort
▪ Collaborates across teams, facilitates partnerships, and supports cooperative efforts
▪ Provides thought leadership in the business area and independently drives strategic initiatives
▪ Provides customer insights that drive strategic decisions and cross-functional initiatives
▪ Supports peers in technical areas to refine their knowledge, skills, and abilities
▪ Uses advanced techniques to analyze complex problems and data sources
▪ Enables stakeholders to align decisions with business goals
▪ Influences best practices to plan to prepare for opportunities or challenges
▪ Champions innovative solutions to improve efficiency
▪ Influences decisions that drive functional success and operational improvements
▪ Verbally articulates ideas impactfully, fostering open dialogue
▪ Inspires confidence with proven expertise, integrity, and accurate communication
▪ Presents compelling arguments to inspire action
▪ Sets performance-driven goals across groups and drives continuous improvement
▪ Leverages diverse expertise to develop strategies in cross-functional projects or programs
▪ Creates clear, persuasive, and professional written documents that meet business standards
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
What you are good at
What you have
Required Qualifications:
• BA/BS degree or equivalent experience
• 3-5 years related experience, preferably in financial services and/or technology space.
• Outstanding communication skills
• Analytical skills that you employ to take initiative in solving problems creatively
• Ability to work independently, prioritize tasks and handle multiple projects simultaneously
• Ability to coordinate a variety of data sources, and to discuss design and results with non-technical colleagues
• Experience developing, automating, and maintaining reports, dashboards, and/or self-service tools
• Hands-on experience developing, maintaining, and enhancing dashboards (PowerBI, Tableau, Altyrex, or other similar tools).
Preferred Qualifications:
▪ Synthesizes complex data, manages resources, and develops strategic insights
▪ Establishes communication processes for smooth information flow with others involved in a project or effort
▪ Collaborates across teams, facilitates partnerships, and supports cooperative efforts
▪ Provides thought leadership in the business area and independently drives strategic initiatives
▪ Provides customer insights that drive strategic decisions and cross-functional initiatives
▪ Supports peers in technical areas to refine their knowledge, skills, and abilities
▪ Uses advanced techniques to analyze complex problems and data sources
▪ Enables stakeholders to align decisions with business goals
▪ Influences best practices to plan to prepare for opportunities or challenges
▪ Champions innovative solutions to improve efficiency
▪ Influences decisions that drive functional success and operational improvements
▪ Verbally articulates ideas impactfully, fostering open dialogue
▪ Inspires confidence with proven expertise, integrity, and accurate communication
▪ Presents compelling arguments to inspire action
▪ Sets performance-driven goals across groups and drives continuous improvement
▪ Leverages diverse expertise to develop strategies in cross-functional projects or programs
▪ Creates clear, persuasive, and professional written documents that meet business standards
Why Schwab?
At Schwab, “Own Your Tomorrow” embodies everything we do! We are committed to helping our employees unleash their potential and achieve their dreams. Our employees get to play a central role in disrupting a multi-trillion-dollar industry, creating a better, more modern way to build and manage wealth. We’re a modern financial services firm that stands apart from the industry, where you can go as far as your ambition takes you.
Hear from employees: What’s it like to work at Schwab!
The benefits of working at Schwab : a package designed to empower your health, wealth, career and life. Schwab is committed to building a diverse and inclusive workplace where everyone feels valued.
As an equal employment opportunity employer, our policy is to provide equal employment opportunities to all employees and applicants without regard to any status that is protected by law. (Please click here to see policy.)
Schwab is also an affirmative action employer, focused on advancing women, minorities, veterans, and individuals with disabilities in the workplace. We believe diversity and inclusion are part of our success as a company and our purpose of serving every client with passion and integrity.