Senior Business System Analyst- Finance ERP

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. 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? Schwab is seeking a Sr. 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.

Key Responsibilities

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; identify gaps, inefficiencies, and opportunities for improvement. 
• 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. 

What you have

• 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. 

• Strong problem-solving skills and ability to understand technical issues. 

• 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. 

• Excellent organizational skills. 

• Ability to communicate complex technical concepts to non-technical stakeholders. 

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

Desired Attributes

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

• Ability to inspire and motivate team members toward tactical and strategic delivery goals. 

• Comfortable balancing multiple, changing priorities. 

• Demonstrated leadership in change management and stakeholder engagement. 

• High level of initiative and adaptability in a fast-paced environment.