Data & Analytics Strategy and Enablement Analyst

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.

We are seeking a Data & Analytics Strategy and Enablement Analyst to serve as the operational backbone of our team, bringing consistency, efficiency, and clarity to the way we work. This role focuses on documenting and standardizing processes, improving workflows, and supporting strategic initiatives across the Schwab Data organization.

Think: Let's define it, map it, clean it up, and make it stick.

Key Responsibilities:

• Ensure operational consistency and efficiency by documenting processes, creating standard operating procedures and maintaining templates, taxonomies, and process maps.
• Perform ad-hoc analysis for a variety of subject areas, including data and analytics processes and investment/portfolio management.
• Partner with Data & Analytics colleagues to create and/or refine content to aid in internal storytelling, process changes and/or communication of strategy.
• Support the implementation of new operating models/frameworks through structured documentation and user communication.
• Identify inefficiencies and coordinate workshops or feedback sessions to improve workflows.
• Track strategic initiatives with dashboards, reports, and status updates.
• Assist with planning, prep, and coordination for cross-functional meetings and programs.
• Manage internal platforms (e.g., SharePoint, Jira boards) and keep documentation organized and accessible.

What you have

The ideal candidate is detail-oriented, systems-minded, highly organized, and delivery-focused, ensuring successful, timely, and well-coordinated execution. You will have deep curiosity, problem solving skills, and an ability to take on a wide variety of ad-hoc requests.

The candidate will also have a talent for translating complex operations into clear documentation and repeatable processes. You are a part process optimizer, part systems coordinator (understanding how tools/platforms/processes fit together), and part technical writer, bringing both clarity and calm to fast-moving, cross-functional work.

Required Qualifications:

• 3-5 years of experience in strategy, process improvement, project coordination, financial analysis, risk analysis, or technical documentation
• High level of proficiency with tools such as SharePoint, Word, Excel, and PowerPoint.

Preferred Qualifications:

• Ability to translate complex or abstract processes into clear, accessible materials
• Excellent written and verbal communication skills.
• Comfortable working in fast-paced, evolving environments and with cross-functional stakeholders.
• Strong organizational and documentation skills, with attention to detail.
• Working knowledge of Finance calculations, process flow design, and process automation.
• Ability to learn new tools/software quickly or has experience with tools like Visio, Confluence, Tableau, or PowerBI.
• Strong project management discipline, including the ability to plan, prioritize, and execute tasks on time and with quality.
• Demonstrated ability to deliver timely and effective results.
• Experience creating standard operating procedures, process maps, and templates.
• Proven ability to coordinate across teams and manage multiple tasks or timelines.
• Experience with process improvement methodologies (e.g., Lean, Six Sigma, Agile).
• Hands-on experience with Jira (or similar project/task tracking tools) to manage workflows, track progress, and support transparency.
• Background in operations, project coordination, or technical writing beyond basic task execution.
• Experience supporting change management, internal communications, or organizational rollout efforts with cross-functional stakeholders.

In addition to the salary range, this role is also eligible for bonus or incentive opportunities