Business Analyst/ Workforce Manager - Remote

Your Opportunity
The Operational Services organization at Schwab partners with teams across the firm to deliver on service promises to Schwab clients. We are responsible for protecting and safeguarding the assets of the firm and our clients while continuing to increase scalability and efficiency.

Within Operational Services, the Operations Transformation Organization (OTO) is a multi-functional group that is helping to drive transformation across Operational Services and the broader firm. We use a variety of methodologies, tools and capabilities to drive large-scale change.

This Business Analysis role specializes in capacity planning, making it central to the firm's scale and efficiency efforts. Capacity planning plays a critical role within Operations in identifying, prioritizing, and solving sophisticated problems while partnering with business, finance, and other collaborators to optimize our employee footprint now and in the future.

You will engage Directors and Managing Directors to develop short- and long-term forecasts from a blend of quantitative analysis and business judgement then translate them into strategic, practical staffing plans that meets client service commitments. Once in place, you will supervise volumes and service levels then facilitate regular meetings to review the tactical plan, provide analysis - highlighting areas of risk and opportunity, and recommended course(s) of action.

In addition to Schwab's internal data sources, this role extensively uses Enlighten Operational Excellence software to gather, analyze, and disseminate information upholding the lean and continuous improvement methodologies it is built around. Research and analysis generated within Excel, Tableau, and other available platforms will be used to interpret emerging trends that identify and drive tactical and strategic options supporting the needs of the Operations division. Applying these tools to perform various technical and analytic processes, the [Senior] Manager will chip in to forecasting and planning functions as they relate to capacity, client demand, and associate productivity across the 20 business lines in Operations.

Workplace Flexibility Program:We're proud to support our employees in a working approach that allows you to bring your best self to work - whether that's in the office or remote.

• Most Schwabbies have the opportunity to voluntarily work in the office or at home based on their preference*
• When the firm is ready to fully return to the office, employees will have the flexibility of a hybrid work environment, spending some time working remote and some time in the office.
• Employees and managers can discuss and decide what works best for them, with additional flexibility available based on their role, business needs, and individual circumstances.

*Subject to change as Schwab is continually evaluating the current environment in order to best care for the safety and well-being of our employees.

What you are good at

• Provide strategic insights into the relationship between Operations' outputs, performance metrics, and client outcomes (service levels, cycle times, accuracy, etc.)
• Provide impactful analysis and practical recommendations for business challenges to mid-level and senior leaders across Operations
• Leading challenging discussions with senior leaders that get results
• Seeing the big picture, identifying root causes/drivers, then creating comprehensive solutions that can be incrementally implemented into a dynamic environment
• Working with ambiguity to decide the best path forward given the data and information available at the time
• Providing accurate, detailed, and thorough work that can be used as inputs by other business partners for planning and budgeting
• Demonstrating a pragmatic approach to product design and delivery; a 'bias toward action' and a positive demeanor when approaching sophisticated situations
• Leading & advancing capacity planning model, tools, and appropriate documentation to continuously improving our analytic and forecasting abilities
• Facilitate the delivery and interpretation of key operational metric reporting including efficiency, utilization, and productivity
• Working cross-functionally with team members at various levels of management from across the organization to create robust solutions

What you have

This role requires a highly motivated, quantitative, organized, and experienced business-focused professional with a proven record of driving business value through analytics, forecasting, and scenario modeling.

• Excellent written and verbal communication skills
• Must be Business-Centric, Data-Oriented, Analytically Minded and Results Driven
• Strong interpersonal, analytical, problem-solving, influencing, prioritization, and decision-making skills
• Ability to identify appropriate datasets to support analytics
• Attention to detail and accuracy
• Solid critical thinking skills to scope and frame problems
• Displays appropriate judgment to understand and support business needs
• Must be able to effectively plan and handle responsibilities
• Strong skills in Excel and the rest of the Microsoft Office suite (Outlook, Teams, PowerPoint, OneNote, Word, and Visio)
• Intermediate Tableau and basic SQL skills preferred; statistical and modeling software experience a plus
• Bachelor's degree, preferably in technical field
• 3+ years of experience in finance or analytical role
• Experience with an asset or investment management firm with a focus on data-related functions; highly preferred

Colorado CompensationTarget Total Compensation [$87,600.00 / $157,600.00] Your actual pay will be based on your skills and experience -- talk with your recruiter to learn more