Impress employers and recruiters.
Choose from hundreds of resume examples.
Impress employers and recruiters.
Choose from hundreds of resume examples.
Tailor your resume to this Data & Analytics Analyst role.
Rezi rewrites your resume against Charles Schwab Inc.'s job description. Free.
Tailor your resume to this Data & Analytics Analyst role.
Rezi rewrites your resume against Charles Schwab Inc.'s job description. Free.
Don't guess if your resume is good enough.
See how it scores against the Data & Analytics Analyst posting at Charles Schwab Inc. — free, in seconds.
Don't guess if your resume is good enough.
See how it scores against the Data & Analytics Analyst posting at Charles Schwab Inc. — free, in seconds.
About the Role
As a Data & Analytics Analyst within the Bank Data & Analytics division, you will advance Bank & Trust Services and the analytical infrastructure supporting Deposit Products, Cash Products, the Cash Platform, and Move Money experiences. You will collaborate with stakeholders to convert business inquiries into dependable reporting and analytical frameworks that enhance transparency, reinforce decision-making, and achieve business objectives. This role values curiosity, adaptability, ownership, and continuous improvement.
Responsibilities
- Partner with Bank & Trust Services leaders and cross-functional stakeholders to understand business needs, define analytical requirements, and deliver insights that support Deposit products, Cash Features, and Move Money capabilities.
- Develop, maintain, and enhance dashboards, reports, and analytical assets that provide visibility into client behavior, product performance, operational trends, risk indicators, and service outcomes.
- Use SQL and analytical tools to extract, transform, validate, and analyze data from complex financial services datasets, ensuring accuracy, consistency, and business relevance.
- Identify trends, gaps, anomalies, and opportunities within deposit, cash, and money movement data to inform decision-making, prioritization, and continuous improvement efforts.
- Translate complex data findings into clear, concise summaries and recommendations for both technical and non-technical audiences.
- Support data quality, governance, and control activities by documenting logic, validating outputs, and collaborating with technology and data teams to resolve data-related issues.
- Help advance modern analytics practices by improving self-service reporting, documenting trusted metrics and data lineage, exploring automation opportunities, and translating insights into clear business recommendations.
Requirements
- 3+ years of experience in data analytics, business intelligence, reporting, or a related analytical role.
- 3+ years of experience using SQL to perform structured programming, ad hoc querying, data validation, and analysis across relational databases or cloud-based data platforms.
- Experience developing dashboards, reports, and data visualizations using Tableau, Power BI, or similar business intelligence tools.
- Strong analytical and problem-solving skills, with the ability to interpret complex data, assess data quality, and connect findings to business outcomes.
- Ability to work directly with business partners to clarify objectives, document requirements, and deliver practical data solutions that meet business needs.
- Comfort operating in a fast-paced environment with changing priorities, multiple concurrent efforts, and tight timelines.
- Strong communication skills, including the ability to explain analytical findings, data limitations, and business implications to stakeholders at varying levels of technical depth.
- Detail-oriented mindset with a focus on accuracy, documentation, repeatability, and trusted reporting practices.
- Experience working with financial services, banking, deposit, cash management, payments, or money movement data is a plus.
- Experience with cloud data platforms and modern analytics tools, including Google Cloud, BigQuery, Python, R, or similar technologies.
- Knowledge of Bank & Trust Services, deposit products, cash features, ACH, wires, checks, payments, transfers, or broader Move Money capabilities.
- Experience supporting product, operations, risk, control, or client experience analytics within a regulated financial services environment.
- Experience with modern analytics practices, including data storytelling, self-service reporting, data governance, automation or AI-enabled analysis, and delivering dashboards, datasets, or reporting assets as scalable data products.
Skills
- SQL
- Tableau
- Power BI
- Data Analytics
- Business Intelligence
- Reporting
- Data Visualization
- Problem-Solving
- Communication
- Google Cloud
- BigQuery
- Python
- R
Location
- On-site
Work Type
- On-site
- Full-time
Experience Level
- 3+ years
About the Company
- At Schwab, you’re empowered to make an impact on your career. Innovative thought meets creative problem solving, helping to 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.
- Bank Data & Analytics is focused on leveraging data to drive better business decisions and better outcomes. We are a trusted thought-partner who provides actionable insights in a consistent and timely manner. We leverage close, collaborative working relationships with business partners to apply technology solutions to a wide array of business problems and Business Intelligence needs.