Charles Schwab Data Analyst in Richfield, Ohio

We believe that , when done right, investing liberates people to create their own destiny. We are driven by our purpose to champion every client’s goals with passion and integrity. We respect and appreciate the diversity of our employees, our clients, and the communities we serve. We challenge conventions strategically to create value for our clients, our firm and the world. We live and bring to life the concept of ‘own your tomorrow’ every day. We champion our employee strengths, guide their development, and invest in their long-term success. We hire optimistic, results-oriented, curious, innovative, and adaptable people with the desire to help our clients and one another succeed.

As a company, we were established by Chuck at over 40 years ago to champion Main Street over Wall Street, and to help Americans transform themselves from earners to owners. Through advocacy and innovation, we work to make investing more affordable, accessible and understandable for all. As we enter our fifth decade, we are looking for talented, innovative and driven people who believe they can help themselves, and our clients, create a better future.

Our Opportunity:

Centralized Data & Reporting (CDR) is a support group that provides reporting and analytical solutions to many Retirement Plan Services’ (RPS) departments. We partner closely with the business to understand their respective processes and data, and provide the best technical and analytical solutions possible.

What you’ll do:

The Senior Data Analyst will be a self-driven individual well versed in reporting, relational database, SQL, and data analysis skills. As a member of an organization with broad business impact, the data analyst will work directly with business partners and colleagues to develop and support management reporting for the RPS business, which will include a high degree of data visualization, and user-driven analysis capabilities, all geared toward driving action and business growth.

The primary responsibilities of the data analyst manager will include, but not be limited to:

  • Scope analytics work including determining analysis approach and conducting analysis

  • Work independently or collaboratively throughout the complete analytics project lifecycle including data extraction/preparation, analysis and delivery.

  • Proactively analyzes data to uncover insights that increase business value and impact.

  • Support Schwab business partners on a wide range of analytics projects from adhoc requests to large scale cross-functional engagements.

  • Support development of tools and infrastructure to scale operations, increase efficiencies, and improve quality of results

  • Partner with technical and non-technical resources across the business to lever their support and integrate our efforts.

What you have:

  • B.S degree in Mathematics, Computer Science, Economics, Operations Research, Engineering, or similar quantitative field.

  • 1-3 years’ experience in an analytical role

  • Understands and applies best practices related to reporting, dashboards, and data visualization; Salesforce integration a plus.

  • Experienced developing dashboards and design requirements based on discussion with an understanding of technical and visual design considerations.

  • Data Management and Architecture experience.

  • Understanding of the benefits of data warehousing, data architecture, data quality processes, fact and dimension tables, and data modeling.

  • Conceptual thinker, learner, and effective problem solver

  • Comfortable delivering complex solutions in tight timeframes

  • Must have excellent written and verbal communication skills, and be able to communicate effectively in business terms with business partners up to the VP level

  • Strong client focus/customer service skills

  • Must be able to work independently as well as in a team environment

  • Ability to consistently deliver solid, successful solutions with short development cycles that hit the mark on the initial delivery

  • Knowledge of brokerage business, financial services, and/or Schwab a plus

What you’ll get:

  • Everyday Wellness: Healthy Rewards, Onsite Fitness Classes, Healthy Choices, Wellness Champions

  • Financial Fitness: 401k Match, Employee Discounts, Personalized advice, Brokerage discounts

  • Work/Life Balance: Sabbatical, New Mothers returning to work Program, Tuition Reimbursement Programs, Time off to volunteer

  • Inclusion: Employee Resource Groups, Commitment to diversity, Strategic partnerships

  • Not just a job, but a career, with an opportunity to do the best work of your life

Learn more about Life@Schwab at" .

Charles Schwab & Co., Inc. is an equal opportunity and affirmative action employer committed to diversifying its workforce. It is Schwab's policy to provide equal employment opportunities to all employees and applicants without regard to race, color, religion, sex (including pregnancy, childbirth, breastfeeding, or related medical conditions), gender identity or expression, national origin, ancestry, age, disability, legally protected medical condition, genetic information, marital status, sexual orientation, protected veteran status, military status, citizenship status or any other status that is protected by law.

Position Located In: OH - Richfield