Business Analyst (SQL)

About the role

You’ll serve as a primary data and analytics liaison to Retail Sales and Risk Management business partners—building strong relationships, understanding business priorities, and shaping analytics solutions that drive action.

Responsibilities

• Partner with stakeholders to clarify requirements, define success metrics, and scope reporting and analytics solutions, balancing business impact, feasibility, and delivery timelines.
• Design, build, and maintain business intelligence dashboards and reporting that provide clear visibility into performance, trends, and opportunities using modern BI tools (e.g., Tableau, Power BI).
• Translate analytical findings into clear, compelling narratives tailored to leaders and cross-functional partners, enabling confident, data-driven decisions.
• Develop and maintain SQL-based data queries and data sets, ensuring accuracy, consistency, and alignment with enterprise data standards.
• Collaborate with data engineering, governance, and analytics peers to deliver scalable, well-governed solutions that integrate across teams and systems.
• Proactively identify trends, risks, and opportunities, bringing insights forward—often before they’re requested—to support strategic and operational decision-making.

Requirements

• Bachelor’s degree in a quantitative or business-related field (or equivalent practical experience).
• 3+ years of professional experience in business intelligence, analytics, or data analysis, with demonstrated success supporting business partners in a consultative or liaison capacity.
• Strong relationship-building and communication skills, with the ability to listen, influence, and adapt messaging to different audiences.
• Proficiency in scripting languages, such as SQL, Python, etc., and experience translating business questions into structured data queries and analyses.
• Experience developing and maintaining dashboards and reports using business intelligence tools (e.g., Tableau, Power BI).
• Strong analytical and problem-solving skills, with attention to detail and a focus on delivering actionable outcomes.
• Able to manage multiple priorities in a dynamic, cross-functional environment while maintaining strong partner trust.

Qualifications

• Required Qualifications:
• Bachelor’s degree in a quantitative or business-related field (or equivalent practical experience).
• 3+ years of professional experience in business intelligence, analytics, or data analysis, with demonstrated success supporting business partners in a consultative or liaison capacity.
• Strong relationship-building and communication skills, with the ability to listen, influence, and adapt messaging to different audiences.
• Proficiency in scripting languages, such as SQL, Python, etc., and experience translating business questions into structured data queries and analyses.
• Experience developing and maintaining dashboards and reports using business intelligence tools (e.g., Tableau, Power BI).
• Strong analytical and problem-solving skills, with attention to detail and a focus on delivering actionable outcomes.
• Able to manage multiple priorities in a dynamic, cross-functional environment while maintaining strong partner trust.

Preferred Qualifications

• Experience supporting Retail, Sales, or Client Service organizations within financial services.
• Familiarity with cloud data platforms or enterprise data environments (e.g., BigQuery, Oracle).
• Experience partnering with product, technology, or data engineering teams in a matrixed organization.

Benefits

At 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. We offer a competitive benefits package that takes care of the whole you – both today and in the future: 401(k) with company match and Employee stock purchase plan, Paid time for vacation, volunteering, and 28-day sabbatical after every 5 years of service for eligible positions, Paid parental leave and family building benefits, Tuition reimbursement, Health, dental, and vision insurance.