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.
We are seeking a Business Automation Analyst to work independently in a team environment with business partners to assess project requirements to determine the most effective low-code or fully coded solutions. This role will design, implement, and maintain automated tools and data workflows that support financial and operational decision-making, using platforms such as Tableau, Alteryx, UiPath, and others. The ideal candidate will possess a balance of technical expertise, analytical thinking, and strong communication skills to effectively collaborate with both technical teams and business stakeholders.

PREFERRED EXPERIENCE

• Bachelor’s degree in finance or programming or 4 years of related experience
• Proficiency in UiPath or other RPA platforms
• Proficiency with SQL and experience with Microsoft SQL Server, Big Query
• Experience with Tableau Desktop and Tableau Server (Tableau API is a plus)
• Strong skills in Alteryx or similar data preparation tools
• Background in banking/liquidity analytics or financial services is highly desirable

BENEFICIAL EXPERIENCE

• Writing Python scripts for analytics, modeling, or automation
• Familiarity with C#/.NET for ETL or other fully coded development
• Experience with Farnam Suite tools (internal use) is a plus

• Partner with business teams to understand project needs, challenges, and goals, and recommend the best-fit low-code or coded automation solutions.
• Design, build, document, and maintain automated solutions and dashboards using Tableau, Alteryx, UiPath, and other tools as appropriate.
• Develop and support financial insights, engagement metrics, and decision-support tools related to liquidity management and business performance.
• Analyze data from various sources (e.g., databases, spreadsheets, CSV files) and make technical recommendations for automation and optimization.
• Maintain and enhance existing projects as vendor tools evolve or as new business requests emerge.
• Respond to user requests and production issues during business hours, ensuring timely and effective resolution.
• Attend meetings to stay informed on upcoming changes, ensure documentation is current, and plan for future maintenance.
• Ensure data accuracy and availability in reports and automations; align solutions with internal standards (e.g., Schwab BLD).
• Contribute to ad hoc analytical and reporting projects, particularly related to financial operations and liquidity.
• Continuously identify and implement improvements in processes and technologies.
• Help shape the future direction of the team’s automation and reporting platforms.
  In addition to the salary range, this position is also eligible for bonus or incentive opportunities