Data & Analytics Analyst

Charles Schwab is hiring a Data & Analytics Analyst for Bank & Trust Services. The role develops trusted reporting and analytical solutions for deposit products, cash features, and money movement, translating business questions and data findings into insights that support decisions, controls, and business growth.

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

Preferred

• 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
• Financial Services Data
• Banking Data
• Deposit Data
• Cash Management Data
• Payments Data
• Money Movement Data
• Google Cloud
• BigQuery
• Python
• R
• Trust Services
• Deposit Products
• Cash Features
• ACH
• Wire Payments
• Check Payments
• Payment Transfers
• Move Money Capabilities
• Product Analytics
• Operations Analytics
• Risk Analytics
• Control Analytics
• Client Experience Analytics
• Regulated Financial Services
• Modern Analytics Practices
• Data Storytelling
• Self-Service Reporting
• Data Governance
• AI-Enabled Analysis
• Dataset Development
• Reporting Assets
• Scalable Data Products

Company

• Investment brokerage and retirement services with online trading
• Westlake Village, California, USA
• https://www.schwab.com/
• Founded in 1973
• 10001+ employees

Qualifications

• 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
• 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.

Required skills

• SQL, Data Analytics, Business Intelligence, Tableau, Power BI, Google Cloud, BigQuery, Python, R, Financial Services Data, Payments and Money Movement

Preferred skills

• Glassdoor, 3.7, We have plans for every turn you take., Westlake Village, California, USA, https://www.schwab.com/, H1B Sponsorship, Data Powered by, Distribution of Different Job Fields Receiving Sponsorship, 91, Represents job field similar to this job, Engineering and Development, Management and Executive, Accounting and Finance, Product Management, Customer Service and Support, Creatives and Design, Marketing, Trends of Total Sponsorships, *2026, (349), 2025, (579), 2024, (468), 2023, (455), 2022, (705), 2021, (483)

Experience

• 3+ years