Manager, Business System Analysis

Your Opportunity

Schwab remains committed to providing increased visibility to career growth opportunities and job requirements. This posting announcement is part of increased transparency and while all qualified applicants will be reviewed and considered, this organization has a preferred candidate identified for this role.

Our Opportunity:

The Corporate System (cSyS) team within Charles Schwab’s Corporate Technology Solutions (CTS) organization is looking for a motivated, inquisitive, and experienced (at least 5 years) Business Systems Analyst (BSA) for our Treasury Capital Markets Technology Team. Working closely with our agile technical delivery team, various business partners, and application vendor team members, this BSA will take on a key role supporting critical projects including application configuration, business as usual training and support, and necessary initiatives to allow for changing portfolio instruments. This is a critical role that drives our technical delivery forward and creates solutions that meet business needs.

Treasury Technology is responsible for a complex portfolio of 30 applications—both in‑house developed and vendor‑provided—that enable critical capabilities across all Treasury business areas. Within this landscape, Treasury Capital Markets (TCM) represents one of the firm’s most significant value drivers, managing hundreds of billions of dollars in on‑balance‑sheet assets and generating more than half of Schwab’s revenue.

In this highly material domain, the employee serves as the Subject Matter Expert (SME) Business Systems Analyst for the Treasury Capital Markets Operational Data Store, ETL, and Reporting platforms. Together, these systems form the authoritative source of trade and accounting data for all Treasury Capital Markets reporting. The applications also provide mission‑critical data feeds to key downstream partners, including Liquidity Management, Regulatory Reporting, PeopleSoft General Ledger (Accounting), Second Line Market Risk, and Credit Risk.

This role demands a rare and highly specialized skill set: deep functional expertise in Treasury Capital Markets fixed income, derivatives, and hedge accounting products, combined with the technical ability to define, translate, and drive requirements across multiple application teams. The employee consistently demonstrates this combination of advanced domain knowledge and technical leadership, enabling accurate data flows, regulatory compliance, and reliable financial reporting in an exceptionally complex environment.

As a result, the employee is not only a delivery leader but also a critical risk mitigator for the organization. Their knowledge and leadership are essential to maintaining the integrity of regulatory reporting, liquidity forecasting, and hedge accounting processes. Loss of this expertise would introduce significant delivery and operational risk across multiple Treasury functions, underscoring the strategic importance of this role to both current operations and future Treasury Capital Markets initiatives.

What you’ll do:

• Investigate, define, and prioritize business requirements and ensure those requirements are clearly translated into technical specifications for developers, other BSAs to move Treasury Capital Market, Liquidity, Regulatory initiatives forward.
• Directly engage with business and technical teams, product owners, stakeholders and various levels leadership throughout the company
• Become a Subject Matter Expert (SME) on the underlying systems, processes, and data structures that support Treasury functions
• Build and maintain strong relationships and partnerships with team members and stakeholders
• Work closely with the agile scrum teams and product owners to prioritize workflow
• See the big picture but also navigate the details
• Solve problems and provide support, taking responsibility to make decisions when appropriate
• Provide crisp and well-understood directives and communications
• Communicate on both technical and non-technical levels to all levels of staff and management
• Track and manage dependencies across lines of business and platforms
• Understand applications from a technical and business perspective
• Convey potential risks to deadlines, data, security, and project delivery
• Thrive in a fast-paced and dynamic work environment and lead by example 

What you have

• Strong interpersonal, analytical, problem-solving, prioritization, organization, and influencing skills
• Experience working with leadership, business stakeholders, and development teams
• Excellent verbal and written communications skills
• Accomplished relationship management and mediation skills, with a knack for weighing multiple stakeholder perspectives and driving timely and effective decision-making
• High capacity for problem solving, technical knowledge, and advanced learning techniques
• Must be comfortable with ambiguity while seeking clarity
• Experience creating processes documentation and diagrams
• Familiarity with the financial services domain or a strong desire to learn about the industry
• Experience in an agile development environment desired
• Team player with strong collaborative qualities and a positive demeanor
• Experience with SaaS trade-capture application configuration highly desired. Our application is Calypso
• Understanding of accounting processes highly desired
• Working knowledge of SQL and data structures highly desired
• Familiarity and commitment to testing methodologies and test automation
• Ability to listen and encourage thoughts, opinion, and discussions where needed