Charles Schwab · 1 day ago
Senior Business System Analyst- Finance ERP
Lone Tree, CO
Full-time
Hybrid
Senior Level
5+ years expCharles Schwab is a growth-oriented company focused on transforming the finance industry through innovative solutions. They are seeking a Senior Business System Analyst to lead an ERP Finance transformation project, collaborating with Finance and IT to enhance financial operations and implement high-impact solutions.
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
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
Advanced proficiency in data analysis and visualization tools (Power BI, Python, R) is a plus
Experience with other ERP systems (Oracle Cloud or Workday) is a strong plus
Benefits
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
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
guarantee sponsorship for this specific role. Below presents additional info for your
reference. (Data Powered by US Department of Labor)
Distribution of Different Job Fields Receiving Sponsorship
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Trends of Total Sponsorships
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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