Senior Business System Analyst- Finance ERP - Hybrid

Here, innovative thought meets creative problem solving, helping us “challenge the status quo” and transform the finance industry together. This is a growth-oriented position, offering consistent challenges and the support of passionate leaders who value your contributions and encourage your development.

Are you passionate about optimizing financial systems and driving creative solutions in the dynamic world of ERP? Manager, Business Systems Analyst, to be part of an ERP Finance transformation project. You’ll play a pivotal role in transforming our finance operations, partnering with both Finance and IT to deliver high-impact solutions that bridge business and technical perspectives.

Schwab is embarking on a multi-year transformation of our core financial applications. By moving to an enterprise Cloud solution, this project will position Schwab to capitalize on advancements in AI and blockchain technologies. This role is a hands-on leadership role, getting in on the ground floor of a transformative journey. You will have the opportunity to interact with all levels in the Finance organization in this foundational stage of the project with room for growth and expanding influence as the project gains momentum.

Assess the quality of existing data and lead efforts to clean, standardize, and prepare it for migration into the new ERP system.

Analyze and map current business processes; Collect and document business requirements for the ERP system through interviews, workshops, and stakeholder engagement.

Ensure compliance with regulatory requirements and internal controls throughout the ERP implementation.

Champion change management efforts, including communication plans and stakeholder engagement.

Work with agile product owners to automate processes, resolve critical issues, and deliver results that support high-impact financial operations.

Oversee user acceptance testing (UAT), including test planning, execution, and defect management.

Provide post-implementation support, including training, troubleshooting, and continuous improvement initiatives.

Evaluate and recommend new technologies or process enhancements to optimize financial operations.

Support existing financial systems (PeopleSoft Financials) during the transition period, ensuring continuity of operations and troubleshooting issues as needed.

Bachelor’s degree in finance, Accounting, Business, Information Systems, or related field.

~5+ years of experience in process automation or ERP implementations.

~2+ years as a Business Systems Analyst with software development teams.

~ Experience leading large-scale ERP implementations in a financial services environment.

~ Accounting knowledge and hands-on experience with tools such as SQL, Tableau, Alteryx; advanced proficiency in data analysis and visualization tools (Power BI, Python, R) is a plus.

~ Proven track record of driving process improvements and delivering measurable business value.

~ Experience with cloud-based financial systems and integrations.

~ Exceptional business judgment, communication, and relationship skills.

~ Experience with other ERP systems (Oracle Cloud or Workday) is a strong plus.

Collaborative mindset, thriving in product-driven or agile environments.

~ Demonstrated leadership in change management and stakeholder engagement.

~ 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.

401(k) with company match and Employee stock purchase plan

~ Paid parental leave and family building benefits

~ Tuition reimbursement

~ Health, dental, and vision insurance