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Sr. Staff Business Systems Analyst

Charles Schwab – Westlake, TX


Westlake - TX, TX2050R, 2050 Roanoke Road, 76262-9616
Angelica Cordova Rivas

We believe that, when done right, investing liberates people to create their own destiny. We are driven by our purpose to champion every clients 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 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:

Our Project Services organization supports Schwab business goals through the delivery of projects spanning technology, operations, business continuity, and offshore management. Our team collaborates across a matrixed organization to deliver business value through efficient, disciplined and predictable project execution of effective solutions to business problems and opportunities.

What youll do:

Business Analysts are responsible for understanding and translating the needs of the business with the use of technology. They ensure their deliverables are aligned with business need and requirements, provide advice, and work cross-functionally with the project team. Experience leading different project roles is beneficial for success in this role.

Expectations of the Business Analyst:


  • Business problems, goals and workflows
  • Organizational structure and constraints
  • Solutions to business problems from a cross-enterprise perspective
  • Detailed requirements for both business and technology across various platforms/domains
  • Agile project delivery frameworks including Scrum and Kanban
  • Use of SharePoint, JIRA, and Confluence
  • Distinction between Product Owners (PO for a Platform/Domain versus Product Management PO)


  • Analysis of business processes
  • Current state, target state, gap analysis and process models
  • Project/Product Vision
  • Use cases/user stories including cross-domain dependencies
  • Agile epics and stories (capabilities and features)
  • Software requirements specifications
  • QA and/or UAT test cases
  • Standards, guidelines, and training materials


  • Process adoption and change management
  • Scope and requirements management
  • Testing and validation processes
  • Business rollout, training, and adoption

Key Tasks:

  • Identify Use Cases/User Stories
  • Run Use Case discovery workshops
  • Document requirements
  • Analyze requirements and change impacts

What you have:

  • 8+ years of experience as a Business Process Analyst, Systems Analyst, and/or Business Analyst
  • Understand business processes, roles, steps and goals
  • Can identify opportunities for process improvement
  • Understand organizational culture, structure, and constraints
  • Ability to identify and analyze business and technology requirements
  • Manage project requirements across functional groups including traceability and changes
  • Communicates with stakeholders and can identify their needs
  • Coordinates User Acceptance Testing
  • Understand what the business does (i.e. products, goals, services and competitors)
  • Experience in the financial industry is a plus
  • Experience with Agile methodology
  • Knowledge of JIRA or Confluence
  • BA/BS degree

What youll 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 [email protected]
Schwab is committed to building a diverse and inclusive workplace where everyone feels valued. As an equal employment opportunity employer, our policy is to provide equal employment opportunities to all employees and applicants without regard to any status that is protected by law. (Please click here to see policy.) Schwab is also an affirmative action employer, focused on advancing women, minorities, veterans, and individuals with disabilities in the workplace. We believe diversity and inclusion are part of our success as a company and our purpose of serving every client with passion and integrity.
If you need an accommodation in the application process, please email [email protected] or call HR Direct at 800-725-3535.

Job Specifications Relocation Offered?: No
Work Schedule: Days
Languages: English - spoken
Current Licenses / Certifications: None
Relevant Work Experience: Analyst/Strategy-6+ yrs
Position Located In: TX - Dallas, TX - Ft Worth
Education: BA/BS
Job Type: Full Time
Category:Project/Program Management
Activation Date: Tuesday, May 14, 2019
Expiration Date: Saturday, August 31, 2019
Apply Here

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