Charles Schwab Manager – Data Analytics and Reporting in Lone Tree, Colorado


Lone Tree - CO, DENR3, 9800 Schwab Way, 80124

Anthony Jason Pacheco


We believe that , when done right, investing liberates people to create their own destiny. We are driven by our purpose to champion every client’s goals with passion and integrity. We respect and appreciate the diversity of our employees, our clients, and the communities we serve. We challenge conventions strategically to create value for our clients, our firm and the world. We live and bring to life the concept of ‘own your tomorrow’ every day. We champion our employee strengths, guide their development, and invest in their long-term success. We hire optimistic, results-oriented, curious, innovative, and adaptable people with the desire to help our clients and one another succeed.

As a company, we were established by Chuck at over 40 years ago to champion Main Street over Wall Street, and to help Americans transform themselves from earners to owners. Through advocacy and innovation, we work to make investing more affordable, accessible and understandable for all. As we enter our fifth decade, we are looking for talented, innovative and driven people who believe they can help themselves, and our clients, create a better future.

Our Opportunity:

Corporate Vendor Management at Charles Schwab & Co. is responsible for implementing a firm-wide, end-to-end vendor relationship management process to maximize vendor performance and value. Corporate Vendor Management identifies, mitigates, monitors, and manages vendor risk; and assists Schwab in meeting regulatory and compliance requirements.

What you’ll do:

The Senior Specialist / Manager – Data Analytics and Reporting will be responsible for supporting all operational analytical needs of the Corporate Vendor Management program, including maximizing operational dashboard creation and maintenance.

Typical responsibilities will include:

  • Evaluate data integrity, providing insight and guidance into departmental data governance practices;

  • Creating and maintaining a reporting library in various data management tools employed by Corporate Vendor Management;

  • Develop robust analytics and reporting around third party risk, spend, and savings;

  • Conduct market research on third parties outsourcing trends;

  • Work with each functional area with Corporate Vendor Management to develop area specific operational templates in order to create process simplicity and consistency.

  • Ensure end results are of the highest caliber with a quantifiable business benefit;

  • Create dashboards to aid leadership decision making;

  • Leverage data to identify areas of opportunity, methods for reduction in cycle-time and elements of departmental processes that could be more efficient;

  • Support the Risk and Controls team with risk analytics, research and enrollment rules;

  • Develop structured measurement and tracking reports that are suitable for the intended audiences;

  • Understand the workflows and key redesign levers and provide analytical insights that ensure appropriate and consistent KPIs and SLAs are in place for each process;

  • Provide additional analytics support for business decision making and act as a consultant at the program level to provide recommendations to the CVM leadership team, based on data, analysis, and business implications; and

  • Support other ad-hoc requests, as needed

What you have:

  • Detail oriented with analytical proficiency; able to navigate ambiguous situations

  • Bachelor’s degree required

  • 2 – 3 years of work experience, preferably with a top-tier consulting firm, financial service firm, or strategy group at a large organization

  • Prior experience in financial services including experience with financial markets, products, technology and/or the fee-based investment advisory market preferred, but not required

  • Superior analytical skills, research capabilities and attention to detail

  • Experience with SQL, Tableau, Access, Ariba, Hiperos, and/or PeopleSoft preferred, but not required

  • Superior communication skills, both written and verbal, as well as the ability to develop concise and effective communications tailored to specific audiences

  • Ability to work across several projects concurrently

  • Strong and demonstrated teaming skills, especially in cross-functional teams

  • Comfort in a dynamic and fast-moving work environment

  • Strong sense of urgency and proactiveness

  • Advanced capabilities in MS Excel and PowerPoint

What you’ll get:

  • Comprehensive Compensation and Benefits package

  • Financial Health: 401k Match, Employee Stock Purchase Plan, Employee Discounts, Personalized advice, Brokerage discounts

  • Work/Life Balance: Sabbatical, Paid Parental Leave, New Mothers returning to work Program, Tuition Reimbursement Programs, Time off to volunteer, Employee Matching Gifts Program

  • Everyday Wellness: Health and Lifestyle Wellness Rewards, Onsite Fitness Classes, Healthy Food Choices, Wellness Champions

  • Inclusion: Employee Resource Groups, Commitment to diversity, Strategic partnerships

  • Not just a job, but a career, with an opportunity to do the best work of your life

Learn more about Life@Schwab at" .

Charles Schwab & Co., Inc. is an equal opportunity and affirmative action employer committed to diversifying its workforce. It is Schwab's policy to provide equal employment opportunities to all employees and applicants without regard to race, color, religion, sex (including pregnancy, childbirth, breastfeeding, or related medical conditions), gender identity or expression, national origin, ancestry, age, disability, legally protected medical condition, genetic information, marital status, sexual orientation, protected veteran status, military status, citizenship status or any other status that is protected by law. Schwab also does not discriminate against applicants or employees because they have inquired about, discussed, or disclosed their own pay or the pay of another employee or applicant. At Schwab, we believe that every employee, through their diverse abilities and experiences, can contribute to our growth, innovation and client loyalty. We embrace diversity and are committed to providing equal opportunity to all employees and applicants. If you have a disability, and require reasonable accommodations in the application process, call Human Resources at 800-725-3535. We will be happy to assist you. Schwab will only share your accommodation request with those individuals who have a specific need to know. The request for an accommodation will not affect Schwab's hiring decisions. All other submissions should be performed online.

Job Specifications

Relocation Offered?: No

Work Schedule: Days

Languages: English - spoken

Current Licenses / Certifications: None

Relevant Work Experience: Project Management-6+ yrs, Analyst/Strategy-2-5 yrs, Analyst/Strategy-less than 2 yrs, Project Management-2-5 yrs, Analyst/Strategy-6+ yrs, Banking-less than 2 yrs, Banking-6+ yrs, Banking-2-5 yrs, Financial Services-6+ yrs, Accounting and Finance-2-5 yrs, Internal Audit, Financial Services-less than 2 yrs, Accounting and Finance-6+ yrs, Financial Services-2-5 yrs, Regulatory, Project Management-less than 2 yrs, Risk Analysis, Compliance

Position Located In: CO - Lone Tree, TX - Westlake

Education: BA/BS

Job Type: Full Time


Activation Date: Tuesday, January 8, 2019

Expiration Date: Monday, April 1, 2019

Apply Here