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.

The Treasury Analytics & Reporting team is a specialized team within our Corporate Treasury department. We are responsible for balance sheet data science, treasury process and platform automation, business intelligence, and providing analytical insights and reports to support treasury operations and decision-making. The team focuses on transforming manual processes into automated, robust solutions while delivering comprehensive reporting and analysis.

We are looking for a Sr Specialist with strong analytical and technical skills who will be responsible for supporting the design, development, and delivery of treasury analytics, data science and automation solutions. One of the key initial responsibilities would be to support the development of robust and automated data infrastructure along with process optimization projects. In addition, the individual would be:

What you have

Required Skills:

Bachelor's degree in Finance, Economics, Computer Science, Engineering, or related field2+ years of professional experience in financial analysis, treasury operations, or data analytics 1+ years of hands-on experience in Python programming and data analysis Strong understanding of financial concepts, balance sheet components, and treasury operationsExperience with data visualization tools, Web App and Tableau experience is a plus Strong analytical and problem-solving skills with ability to interpret financial data and metricsExperience with process automation and workflow optimization Proficiency in data extraction, transformation, and analysis techniquesFamiliarity with agile development and project management methodologiesCritical-thinking skills with ability to identify process improvement opportunities\

Preferred Skills:

Experience in Treasury, Corporate Finance, or Financial Services industry is a plusKnowledge of SQL, database concepts, and ETL processesFamiliarity with version control systems (GitHub) and development best practicesExperience with cloud technologies and data platformsAbility to interpret key financial trends and metrics and leverage them for actionable insights Strong oral, written, and interpersonal skills for interacting throughout all levels of the organizationExperience with regulatory reporting or compliance processes

What you'll do:

Working closely with treasury stakeholders and team members to understand business needs and requirements for reporting and automation solutions. Performing data extraction, transformation, and analysis using Python and other analytical tools like Big Query, Power BI, etc. Creating interactive dashboards and visualizations to support treasury reporting needs. Supporting data modeling, process optimization, and ensuring deliverables meet both functional and operational requirements. Assisting in planning, scheduling, and coordination of technical activities related to treasury automation projects. Ensuring solutions align with best practices and following established development methodologies. Collaborating with technology teams and other departments to ensure timely delivery of high-quality analytical solutions. Contributing to process improvement initiatives and identifying opportunities for automation.Supporting the identification of opportunities for system reuse and process simplification.

In addition to the salary range, this position is also eligible for bonus or incentive opportunities

What’s in it for you

At Schwab, we’re committed to empowering our employees’ personal and professional success. Our purpose-driven, supportive culture, and focus on your development means you’ll get the tools you need to make a positive difference in the finance industry. Our Hybrid Work and Flexibility approach balances our ongoing commitment to workplace flexibility, serving our clients, and our strong belief in the value of being together in person on a regular basis.

We offer a competitive benefits package that takes care of the whole you – both today and in the future:

401(k) with company match and Employee stock purchase planPaid time for vacation, volunteering, and 28-day sabbatical after every 5 years of service for eligible positionsPaid parental leave and family building benefitsTuition reimbursementHealth, dental, and vision insurance Apply Save job