Charles Schwab Business Intelligence and Data Risk Management Reporting Analyst in Westlake, Texas


Westlake - TX, TX2050R, 2050 Roanoke Road, 76262-9616

Pamela Ferrell


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:

In Corporate Operational Risk, our purpose is to govern, oversee, and continually improve the operational risk program through supporting and challenging business partners and raising risk awareness and understanding to improve risk based decision making. We look to minimize operational risk impacts across all of the firm and its subsidiaries and affiliates. We do this through fostering a risk culture consistent with the core values of the firm of loyalty, One Schwab, operating discipline and innovation.

This opportunity will work with the Data Risk Management (DRM) program as it seeks to lead operational risk management efforts, in collaboration with the first-line Global Data organization, by providing a holistic view of data governance risk and maturity of the firm relating to how the firm handles one of our most important assets, our data.

What you’ll do:

Reporting to the Team Manager of Data, Infrastructure and Reporting within the Operational Risk Management department of Charles Schwab, this role will provide in depth reporting expertise across multiple disciplines and functions, including Data Risk Management. This person will work closely with Data Risk Management Leadership to define and develop appropriate reporting on organizational measures including Key Performance and Risk Indicators using tools such as Tableau. The successful candidate will have demonstrated data analysis skills, and an advanced level skillset in data visualization. The role must be able to communicate effectively with the DRM and ORM Leadership team and will engage with the team regularly to deliver management reporting and process improvement projects. This is a technical reporting and analytics role that requires excellent teamwork, communication, and leadership skills to be successful.

Activities will include:

  • Design and execute processes for the collection of data including but not limited to: reviewing existing processes and data availability, and building extracts;

  • Design, develop and fine tune published dashboards and reporting that is readily available to team members and DRM leadership

  • Effectively manage data analysis and reporting projects, as assigned, by leadership

  • Identify opportunities to use data to drive enhanced business decision making and promote a data-driven culture

  • Ensure data quality and consistency for all developed dashboards and reporting.

  • Partner with colleagues and subject matter experts to maintain and update an expansive set of reports, dashboards, and data sets/processes.

  • Provide first-level support, troubleshooting production issues and bugs.

  • Partner closely with support teams on the scheduling, automation, monitoring, and triage of various reporting applications and technology solutions.

  • Monitor upstream dependencies—data and/or system—to anticipate changes to downstream reporting applications.

  • Collaborate with technology partners to develop tools and processes to monitor the complete inventory and health of our various systems, reports, and dashboards.

  • Leverage knowledge of reporting landscape to raise opportunities to gain efficiencies through the consolidation and/or elimination of redundant data, objects, and/or reports that only serve to increase technical debt.

  • Continuous process improvement.

What you have:

  • Bachelor’s degree in Engineering, Business Analytics, Finance, Mathematics, Statistics or related fields

  • 3+ years of experience, knowledge of Tableau products (Tableau desktop, Tableau server, Visualization) with development and implementation experience

  • 2+ years of experience using complex SQL through Teradata, Oracle, or other databases in a large-scale data warehouse environment.

  • Must have a thorough understanding of relational databases and architecture

  • Knowledge of application, data and infrastructure architecture disciplines desired

  • Exceptional reporting skills to access combine and analyze multiple data sources (strong comfort level with advanced formatting, formulas, graphs, pivot tables, etc.)

  • Provide appropriate training, mentoring and support for Tableau and other BI tools to other analysts and business users. Facilitate communication upward and across project teams

  • Extremely strong problem-solving skills

  • Strong written, verbal communication and interpersonal skills with proven ability in communicating with different business partners;

  • Strong mathematical, analytical, and organization skills

  • Experience in an environment where demands and methods are constantly changing;

  • Self-motivated and able to bring projects to conclusion;

  • Ability to manage and execute against multiple initiatives;

  • Risk Management experience is desirable;

  • Business Continuity experience is desirable

  • Moderate Excel skills including Visual Basic

What you’ll get:

  • Comprehensive Compensation and Benefits package

  • Financial Health: 401k Match, Employee Stock Purchase Plan, Employee Discounts, Personalized advice, Brokerage discounts

  • Work/Life Balance: Sabbatical, Paid Parental Leave, New Mothers returning to work Program, Tuition Reimbursement Programs, Time off to volunteer, Employee Matching Gifts Program

  • Everyday Wellness: Health and Lifestyle Wellness Rewards, Onsite Fitness Classes, Healthy Food Choices, Wellness Champions

  • 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. Schwab also does not discriminate against applicants or employees because they have inquired about, discussed, or disclosed their own pay or the pay of another employee or applicant. At Schwab, we believe that every employee, through their diverse abilities and experiences, can contribute to our growth, innovation and client loyalty. We embrace diversity and are committed to providing equal opportunity to all employees and applicants. If you have a disability, and require reasonable accommodations in the application process, call Human Resources at 800-725-3535. We will be happy to assist you. Schwab will only share your accommodation request with those individuals who have a specific need to know. The request for an accommodation will not affect Schwab's hiring decisions. All other submissions should be performed online.

Job Specifications

Relocation Offered?: No

Work Schedule: Days

Languages: English - spoken

Current Licenses / Certifications: None

Relevant Work Experience: Analyst/Strategy-2-5 yrs, Risk Analysis

Position Located In: TX - Westlake

Education: BA/BS

Job Type: Full Time

Category:Risk Management

Activation Date: Thursday, May 3, 2018

Expiration Date: Sunday, July 1, 2018

Apply Here