Charles Schwab · 1 month ago
Senior Business System Analyst- Finance ERP
US-CO-Lone Tree
Full-time
Onsite
Senior Level
$140K/yr - $170K/yr
5+ years expCharles Schwab is a leading financial services company that empowers its employees to make a significant impact. They are seeking a Senior Business System Analyst to play a crucial role in an ERP Finance transformation project, focusing on optimizing financial systems and delivering high-impact solutions that bridge business and technical perspectives.
Financial Services
Responsibilities
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
Qualification
Required
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
Preferred
Experience with other ERP systems (Oracle Cloud or Workday) is a strong plus
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
Company
Charles Schwab
We have plans for every turn you take.
10001+ employees
H1B Sponsorship
Charles Schwab has a track record of offering H1B sponsorships. Please note that this does not
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2025 (579)
2024 (468)
2023 (455)
2022 (705)
2021 (483)
2020 (282)
Funding
Current Stage
Late StageLeadership Team
J
Jim McGreevy
Senior Project Manager
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