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Senior Financial Business Systems Analyst

Location Westlake, Texas, United States Requisition ID 2024-104280 Category Technology Position Type Regular
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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.

Stock Plan Services focuses on supporting equity compensation for our B2B clients. We have multiple applications that support this effort, and our mission is to launch a consolidated platform of microsites to combine these segregated applications into a holistic user experience. While executing this goal we strive to maintain excellent customer support and deliver on sustaining engineering objectives. We are fueled by a diverse team of talented team-members who continuously raise the bar on delivering best-in-class products and services to people all over the world.

As a Senior Financial Business Systems Analyst, you will play a pivotal role in driving the development and implementation of financial reporting software solutions. You will collaborate closely with developers to ensure a deep understanding of requirements, track progress, and conduct rigorous testing. Your expertise in financial reporting, data analysis, and project management will be instrumental in delivering high-quality solutions that meet business objectives.

What you have


Required Qualifications

  • 10+ years of work experience with a bachelor’s degree or an Advanced Degree (e.g. Masters, MBA, JD, MD, or PhD) in the Accounting Finance or Computer Science field
  • 7+ years experience with financial reporting and analysis
  • 5+ years experience with BPM Modeling Tools
  • 3+ years of experience in Scrum, Agile, or SAFe framework methodologies
  • 2+ years experience with Atlassian tool suites BitBucket, Bamboo, JIRA, Confluence
  • 3+ years of experience of data analysis utilizing Azure or Excel-like tools
  • Proficiency in stakeholder analysis and requirement’s engineering
  • Experience in cost-benefit analysis

Preferred Qualifications

  • Experience analyzing technically complex, cross-organizational, global, or multi-stakeholder projects
  • Understanding of networks and databases
  • Experience with Data Financial Forecasting (e.g. Expense and Disclosure)
  • Knowledge of ESPP Financial Reporting, Deferred Tax Asset Reporting, IFRS Disclosure, and Combination/Purchase Accounting

What’s in it for you

At Schwab, we’re committed to empowering our employees’ personal and professional success. Our purpose-driven, supportive culture, and focus on your development means you’ll get the tools you need to make a positive difference in the finance industry. 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

  • 10+ years of work experience with a bachelor’s degree or an Advanced Degree (e.g. Masters, MBA, JD, MD, or PhD) in the Accounting Finance or Computer Science field
  • 7+ years experience with financial reporting and analysis
  • 5+ years experience with BPM Modeling Tools
  • 3+ years of experience in Scrum, Agile, or SAFe framework methodologies
  • 2+ years experience with Atlassian tool suites BitBucket, Bamboo, JIRA, Confluence
  • 3+ years of experience of data analysis utilizing Azure or Excel-like tools
  • Proficiency in stakeholder analysis and requirement’s engineering
  • Experience in cost-benefit analysis

Preferred Qualifications

  • Experience analyzing technically complex, cross-organizational, global, or multi-stakeholder projects
  • Understanding of networks and databases
  • Experience with Data Financial Forecasting (e.g. Expense and Disclosure)
  • Knowledge of ESPP Financial Reporting, Deferred Tax Asset Reporting, IFRS Disclosure, and Combination/Purchase Accounting

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.

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