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The business problem that Charles Schwab & Co., Inc. is looking to solve is to increase satisfaction for advisors, clients, and business partners by improving the efficiency of Schwab’s operational processes and platforms.

Requirements

• Experience with analytical and data visualization tools (SQL, Tableau, SAS)
• Strong knowledge of SQL with comfort interacting with various database types including Oracle, SQL Server, Google BigQuery, etc.
• Advanced proficiency in Excel, analysis, and visualization application (i.e. Tableau)
• Understanding of the digital and technology landscape, preferably within financial services
• Strong analytical skills; ability to perform complex analysis and/or data mining that results in accurate findings and actionable interpretations
• Ability to explain complex concepts to diverse audiences

Responsibilities

• Collaborate with business and technology groups across Schwab to design and implement solutions meeting project objectives
• Design, develop, and test solutions utilizing various reporting tools and database platforms
• Gather data and requirements to build or enhance processes and reporting systems
• Accurately document procedural changes and manage impacts related to change and implementation
• Develop, test, optimize, and troubleshoot SQL queries and ETL (Extract, Transform, Load) processes
• Conduct comprehensive, fact-based end-to-end analysis to inform strategic business decisions and support enterprise direction

Other

• Ability to prioritize effectively, and manage competing demands to meet deadlines without compromising the team’s success
• Excellent communication, influencing and relationship building skills that allows your work product to tell a credible story that drives meaningful change for the business
• Strategic thinking and process orientation; experience developing a disciplined, and consistent approach to review analysis with business leaders to inform ongoing operational improvement and sound decision-making
• Self-starter that can thrive in a multifaceted, fast-paced environment with a positive attitude and strong work ethic
• Results and quality-oriented with the ability to effectively gather, interpret and evaluate information