Job Description

Your Opportunity
Schwab Charitable is an independent public charity created to increase charitable giving in the United States by offering the flexible giving solution of a donor-advised fund account. A donor-advised fund account is a simple, flexible, tax-smart investment account designed specifically for charitable purposes that offers clients and advisors a simple and streamlined way to give, invest and grant effectively. We are a leading national donor-advised fund providerhaving granted out to over 183,000 charities nationwide since inception on behalf of our donors.

At Schwab Charitable, we believe people have an inherent desire to give and that investing and giving when done together can empower us to make a real difference in the world. We make it easy to integrate charitable giving into clients financial planning and wealth management conversations. We believe that if our clients apply the same thoughtful strategy to their giving and philanthropy they apply to their finances and investments, they will be happier and more fulfilled donors. With our uniquely integrated approach, our simple and tax-smart giving solution, our access to online resources and the team of charitable specialists, we offer the tools, guidance and relationships to help donors give more to the charities that matter most to them.

Schwab Charitable was founded by Charles Schwab & Co. and while it operates as an independent charity, it is closely affiliated with and enjoys the support of Charles Schwab & Co, including contractual agreements to provide a variety of services. This position will be an employee of Charles Schwab & Co. and will be subject to its human resources and risk policies and procedures, but will report to and be accountable to Schwab Charitable for day-to-day activities.

Schwab Charitable Fund, an independent non-profit has approximately $22 Billion in assets under management (AUM) and is one of the nations largest national donor-advised funds. Under the direction of the Managing Director Finance, the Sr. Specialist Business Intelligence helps support the information delivery and analysis needs of the organization. We are seeking a highly motivated and proactive individual with strong business intelligence and data analysis skills and a natural inclination for attending to details. The Sr. Specialist Business Intelligence will create and analyze routine reports, respond to ad-hoc data requests, and work with the Finance and Business Intelligence team to shape the future of analysis at Schwab Charitable.

What you are good at

* Develop and deploy business intelligence solutions using tools such as Tableau, Microsoft Excel and Power BI, and Crystal Reports
* Create, schedule, and maintain a variety of reports using multiple different data sources such as Oracle databases, Teradata warehouses, and Hadoop clusters
* Respond to ad-hoc data requests with on the fly database queries using SQL
* Extract useful information and analytical insights from data and work with Charitables Finance and Business Intelligence team to provide recommendations to senior management
* Assist in moving our reporting platform forward from reactive data pulls and strictly structured reports to a flexible, proactive, self-service information delivery service
* Apply strong critical thinking, analytical skills, and attention to detail in solving problems
* Become a valued thought partner
* Work reciprocally and build strong relationships with business partners

What you have

* Strong analytical skills with a natural tendency to derive insights from data, sport issues with data, and the resourcefulness to find solutions and overcome barriers
* Ability to explain complicated information to both technical and non-technical partners
* A minimum of 3 or more years of related experience in business intelligence and the development of automated reports, dashboards, self-service tools, SQL, OLAP, etc.
* A solid understanding of relational databases and architecture
* Ability to form relationships with, and provide thought leadership with a wide range of business partners across business functions and levels including Senior Management
* Brokerage and/or financial services industry experience is a plus
* Bachelors degree in Information Systems, Finance or related field

Candidates who would be best suited for working at Schwab Charitable value the following:

* Being on the nexus of the financial services sector and non-profit sector.
* Positive societal impact as an element in their work environment.
* A smaller more interpersonal, but structured organization.
* A sense of humor in the work environment.
* A traditional office setting with access to and support of current technology.
* Integrity as a characteristic of colleagues and management.









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Schwab is committed to building a diverse and inclusive workplace where everyone feels valued.

The posted salary range describes the minimum to maximum range for this job description in the state of Colorado. The salary range is posted in accordance with the Colorado Equal Pay for Equal Work Act. The salary range for this same position may be lower or higher in markets outside of Colorado.

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.

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