{"id":3787776,"url":"https://alion.io/job/charles-schwab-data-reporting-analyst-client-integration-2","title":"Data Reporting Analyst Client Integration","company":{"id":5314,"name":"Charles Schwab","domain":"schwab.com","url":"https://alion.io/company/charles-schwab-inc","size_band":"1001-5000","is_staffing_agency":false,"employer_type":"direct","is_intermediary":false,"listed_via":null,"ats_vendor":"Radancy","truth_index":{"grade":"A","score":91,"open_postings":94,"ghost_share":0.096,"stale_share":0.16,"repost_share":0.277,"time_to_fill_p50_days":11,"computed_at":"2026-11-05T05:54:30Z"}},"role":"Analytics","role_family":"Analytics","seniority":"middle","employment_type":"full_time","work_mode":"hybrid","remote_scope":null,"remote_scope_basis":null,"remote_working_hours":null,"hiring_geo_confidence":"explicit","locations":["Westlake, United States"],"countries":["US"],"hiring_countries":[],"hiring_countries_total":0,"salary":{"min":40,"max":49,"currency":"USD","period":"hour","gross":null,"usd_annual":98000},"salary_estimate":null,"experience_years_min":3,"visa_sponsorship":true,"relocation_package":false,"has_equity":true,"technologies":[{"name":"Agile","optional":false},{"name":"Power BI","optional":false},{"name":"SQL","optional":false},{"name":"Alteryx","optional":true},{"name":"Databricks","optional":true},{"name":"Python","optional":true},{"name":"Snowflake","optional":true},{"name":"Tableau","optional":true}],"status":"live","first_seen_at":"2026-11-05T04:25:01Z","employer_posted_date":"2026-11-05","last_verified_at":"2026-11-05T15:15:25Z","board_verified":true,"closed_at":null,"days_open":0,"trust":{"level":"ok","repost_count":null,"flags":[],"days_open":0},"description":"Your opportunity\nAt 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.\nApplicants must be authorized to work in the United States on a full-time basis without employer sponsorship, now or in the future.\nWe believe in the importance of in-office collaboration and fully intend for the selected candidate to work on site 4 days per week in one of the specified locations.\nPersonal Choice Investment Services (PCIS), within Workplace Services (WS), provides the industry-leading Personal Choice Retirement Account (PCRA) and Health Savings Brokerage Account (HSBA), and is growing rapidly by serving Schwab Retirement Plan Services and the broader retirement and health savings industries.\nPCIS aims to deliver competitive products and services to its intermediaries, which requires a strong understanding of the retirement market and our clients’ business needs. The Digital Product Management team onboards new PCRA and Health Savings Account (HSA) clients onto Schwab’s Brokerage platform and handles data analytics and production support.\nYou will be comfortable working across business and technology teams to facilitate discussions with internal and external clients, analyze data and trends, monitor file transmissions and interfaces, document requirements and processes, and support testing and production releases.\nBusiness Systems Analysis responsibilities\nServe in a client-facing capacity, partnering with clients, technology teams, vendors, and stakeholders.\nFacilitate meetings, requirements discussions, and presentations, communicating needs, risks, issues, status, and recommendations.\nCreate and maintain business and technical documentation, such as requirements, process flows, procedures, test artifacts, and production support materials.\nWork effectively within an Agile environment, supporting requirements, backlog refinement, sprints, testing, demos, and release readiness.\nMonitor file transmissions and system interfaces, investigate data or processing issues, and coordinate resolution across teams.\nSupport testing and production releases, including functional, integration, regression, and production validation, while managing multiple priorities and deadlines.\nData Analysis responsibilities\nExtract and consolidate data from multiple sources for analysis, reconciliation, investigation, and reporting.\nCompleted advanced SQL tasks, including complex queries, joins, CTEs, aggregations, validation, reconciliation, and large-dataset analysis\nTranslate business questions into data requirements, analytical approaches, metrics, and actionable insights.\nExplain complex data and findings to Product, Strategy, Operations, and senior business leaders.\nUse Excel, SQL, Power BI, or similar tools for analysis, reconciliation, and validation.\nWhat you have\nTo ensure that we fulfill our promise of 'challenging the status quo,' this role has specific qualifications that successful candidates should have.\nRequired Qualifications:\n3+ years of business analysis experience, including requirements gathering, process analysis, root-cause analysis, and translating business needs into user stories, acceptance criteria, process flows, and test scenarios.\n3+ years of experience monitoring file transmissions, interfaces, batch processes, or system-to-system data exchanges, including investigation and resolution of processing issues.\n2+ years in an Agile environment, familiar with ceremonies, JIRA/Rally project management tool experience, supporting testing, production releases, incident investigation, and release validation.\n3+ years of data analytics, business intelligence, or data management experience, including extracting, cleansing, validating, reconciling, and analyzing data to identify trends, anomalies, and actionable business insights.\nProven ability to learn complex systems, think logically, solve problems, and manage multiple competing priorities in a fast-paced environment.\nExcellent written, verbal, organizational, and cross-functional collaboration skills, with the ability to work effectively across business, technology, operations, and external partners.\nPreferred Qualifications:\n3+ years of broker-dealer trading systems experience, with knowledge of brokerage/trading processes, systems, workflows, and data\nAdvanced proficiency in SQL, Tableau, and relational databases, including complex analysis, data modeling, dashboards, KPI reporting, and visualization.\nMinimum 2 years with Python, R, Alteryx, Power BI, Snowflake, Databricks, or comparable analytics/data platforms.\nIn addition to the salary range, this role is also eligible for bonuses or incentive opportunities.\nWhat’s in it for you\nAt Schwab, you’re empowered to shape your future. We champion your growth through meaningful work, continuous learning, and a culture of trust and collaboration-so you can build the skills to make a lasting impact. 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.\nWe offer a competitive benefits package that takes care of the whole you - both today and in the future:\n401(k) with company match and Employee stock purchase plan\nPaid time for vacation, volunteering, and 28-day sabbatical after every 5 years of service for eligible positions\nPaid parental leave and family building benefits\nTuition reimbursement\nHealth, dental, and vision insurance","description_format":"text","description_chars":5602,"description_truncated":false,"requirements":{"experience_years_min":3,"management_years_min":null,"team_size_min":null,"manages_managers":false,"education":null,"security_clearance":false,"languages":[]},"benefits":["Continuous learning","Hybrid work","Parental leave","Retirement plans","Vision insurance"],"hiring_locations":[{"name":"United States","iso":"US","kind":"country"}],"hiring_excludes":[],"relocation_offered":false,"industries":["Financial Services","Commercial & Retail Banks","Cryptocurrencies","Asset Management & Funds"],"lifecycle":[{"event":"open","at":"2026-11-05T04:25:01Z"}],"visa":[],"liveness":{"score":90,"band":"hot","label":"Hiring now","p_open":1,"p_active":0.903,"p_room":1,"age_days":0,"expected_fill_days":11,"reasons":["conf:1","velocity","win:early","comp:brand"],"computed_at":"2026-11-05T05:54:30Z"},"pay":{"stated_usd_annual":98000,"is_top_pay":true},"html_url":"https://alion.io/job/charles-schwab-data-reporting-analyst-client-integration-2","json_url":"https://alion.io/job/charles-schwab-data-reporting-analyst-client-integration-2.json","meta":{"generated_at":"2026-11-05T16:45:23Z","cache_seconds":300,"methodology":"https://alion.io/methodology","terms":"https://alion.io/terms","contact":"https://alion.io/contact","api":"https://alion.io/developers","about":"Alion is a live layer of people, companies and AI agents: who they are, whether they are real and active right now, what they do and how to work with them, readable by people and by agents and paid per call.","catalog":"https://alion.io/catalog.json","usage":{"tier":"crawler_verified","counted_by":"address","units_charged":1,"used_today":22153,"day_limit":null,"remaining_today":null,"minute_limit":300,"resets_at":"2026-11-06T00:00:00Z"}},"offers":[{"id":"company.slices","title":"One company in depth, by slice","status":"live","price":{"credits":0.02,"usd":0.002,"plus_per_slice":{"credits":0.05,"usd":0.005}},"unit":"per company, plus each slice with data","note":"the employer in depth","call":{"mcp_tool":"get_company","arguments":{"id":5314},"rest":"https://alion.io/mcp/rest/get_company?id=5314"},"human":"https://alion.io/catalog?offer=company.slices&for=job%2Fcharles-schwab-data-reporting-analyst-client-integration-2"},{"id":"market.stats","title":"A market slice: pay, demand and time to fill","status":"live","price":{"credits":1,"usd":0.1},"unit":"per slice","note":"pay, demand and time to fill for this role and place","call":{"mcp_tool":"market_stats"},"human":"https://alion.io/catalog?offer=market.stats&for=job%2Fcharles-schwab-data-reporting-analyst-client-integration-2"},{"id":"job.search","title":"Open jobs by role, technology, place, pay and visa","status":"live","price":{"credits":0.02,"usd":0.002},"unit":"per posting in a list","note":"similar open postings","call":{"mcp_tool":"search_jobs"},"human":"https://alion.io/catalog?offer=job.search&for=job%2Fcharles-schwab-data-reporting-analyst-client-integration-2"},{"id":"company.verify","title":"Is this company real and active right now","status":"pilot","price":null,"unit":"per company","request":{"url":"https://alion.io/catalog/request","method":"POST","body":"{\"offer\": \"company.verify\", \"for\": \"job/charles-schwab-data-reporting-analyst-client-integration-2\", \"note\": \"what you need it for\"}"},"human":"https://alion.io/catalog?offer=company.verify&for=job%2Fcharles-schwab-data-reporting-analyst-client-integration-2"}],"agent":{"mcp":"https://alion.io/mcp/jobs","mcp_open":"https://alion.io/mcp/open","next":[{"tool":"get_job","arguments":{"id":3787776}},{"tool":"search_jobs","arguments":{"company":"schwab.com","detail":"compact"}},{"tool":"match_people","arguments":{"job_id":3787776},"note":"people open to offers who fit this vacancy"}],"note":"The same data through MCP tools: https://alion.io/mcp/open needs no sign-in (compact searches, postings, people); https://alion.io/mcp with an Alion account has everything. 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