Sr Analytics Consultant

Sr. Analytics Consultant (Individual Contributor)

At Schwab, you're empowered to make an impact on your career. Here, innovative thought meets creative problem solving, helping us "challenge the status quo" and transform the finance industry together.

We believe in the importance of in-office collaboration and fully intend for the selected candidate for this role to work on site in the specified location(s).

Applicants must be currently authorized to work in the United States on a full-time basis without employer sponsorship.

Within Corporate Analytics, the Sr. Analytics Consultant (individual contributor) directly supports the OneSchwab Performance Portal (OSPP), with a primary focus on Power BI development. The role is responsible for building, maintaining, and evolving enterprise-grade Power BI solutions that enable EC and Senior leadership to monitor performance, identify risks and opportunities, and make data-driven strategic decisions. This position emphasizes firmwide analytics, executive reporting, and standardized metrics rather than line-of-business or retail-only analytics.

Our mission is to help the firm compete on analytics by enabling consistent, high-quality measurement, clear storytelling, and scalable self-service capabilities that align leaders around a single version of the truth.

What You Are Good At

• Partnering with leaders across the firm and Corporate Analytics stakeholders to define business questions, success metrics, and reporting standards
• Leading efforts to provide firmwide performance visibility using modern, scalable business intelligence platforms, with Power BI as the primary tool
• Serving as a Power BI subject matter expert for OSPP analytics, owning end-to-end dashboard development from requirements through deployment and ongoing enhancement
• Managing the analytics delivery lifecycle, including requirements intake, data sourcing, modeling, visualization, validation, and sustainment
• Ensuring alignment to enterprise data standards, metric definitions, and governance practices
• Collaborating with data engineering, data governance, and analytics partners to ensure data quality, consistency, and scalability
• Developing strong domain expertise in OSPP priorities, enterprise performance metrics, and key firmwide initiatives
• Balancing strategic thinking with hands-on delivery to ensure analytics drive measurable business outcomes

What You Have

Required Qualifications:

• Excellent written and verbal communication skills, with experience presenting insights to senior and executive audiences
• Demonstrated ability to translate ambiguous business questions into clear analytical approaches and compelling visual stories
• 10+ years of experience in Business Intelligence and/or Data Analytics, with significant experience supporting executive or enterprise-level analytics
• Power BI skills, including:
• Enterprise dashboard design and UX best practices
• Power BI service deployment, security, and workspace management
• Row level security
• SQL expertise, including the ability to write complex queries from scratch and understand existing enterprise SQL code
• Strong collaboration and relationship-building skills in highly matrixed, cross-functional environments
• Comfort operating in a fast-paced, agile environment while supporting highly visible, high-impact initiatives
• Financial services or large enterprise experience

Preferred Qualifications:

• Bachelor's degree in Finance, Mathematics, Statistics, Information Systems, or a related field
• Managing work and project using JIRA and Confluence
• Experience working with multiple data sources and reconciling data across systems to create standardized, trusted metrics
• Visual Studio Code development leveraging the latest GPT and Claude models

In addition to the salary range, this role is also eligible for bonus or incentive opportunities.