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Workforce Reporting Data Analyst

Your opportunityAt 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. Not only do we put our clients first, but we also extend this same approach to our employees! At Schwab, we respect and care for all, and you can go as far as your ambition takes you – we’re here to empower you to Own Your Tomorrow by providing development support to help you reach your potential and achieve your dreams. Firm growth means growth for you. You’ll engage in substantial and impactful work while developing your career and building trust and inspiring confidence through exceptional service, one connection at a time. The Workforce Intelligence Team is part of HR and provides workforce related reporting, analytics, and business insights to HR professionals and business leaders across Schwab. Our team is looking for a Workforce Reporting Data Analyst who is comfortable with navigating a variety of HR systems and tools, who has an eye for details, and who is passionate about turning data into actionable insights. In this team, members couple their analytical strength with functional expertise to bridge the gap between business problems and data driven solutions applying available workforce data.Responsibilities include:• Using HR systems and tools to develop and deliver ad hoc, recurring, and on-demand / self-service analysis and data solutions.• Working with various HR system tools to build and maintain self-service reports or dashboards.• Independently or with a team, exploring and inventing new ways to take on data or technical challenges.• Designing, estimating, and personally executing an analysis plan based on a high-level functional issue description or business question.• Describing your own analysis and the insights you draw from it to others in HR or the business.• Recommending business process or system improvements to reporting capabilities and influence system owners to incorporate changes.• Peer reviewing code and reporting and performing data validation as related to data acquisition for analytic purposes.• Ensuring products are delivered that are audience appropriate, adhering to HR standards for data sharing and meeting the client’s need accurately. • This is a hybrid position What you haveTo ensure that we have fulfilled our promise of 'challenging the status quo,' this role has specific qualifications that successful candidates should have. Required Qualifications:• A Bachelor’s in Business, HR, IT related degree or equivalent experience in a similar position.• 5 plus years proven experience in HRIS and/or Reporting roles with any or all of the following types of work: Report Development, Data Analytics.• Strong Excel experience, including reviewing and manipulating data.• Highly proficient in reporting, quality assessment, structuring, optimizing, analyzing and interpreting data.• High degree of attention to detail, strong organizational skills, quality focused with an appreciation for structure and standardsPreferred Qualifications:• Preference will be given to candidates that have experience building reports and/or analytics in HR systems, such as ServiceNow, Workday, iCIMS, SQL, SumTotal, Cornerstone, EdCast, Gloat, Beeline, MS Access, and/ or other reporting tools.• Prior experience in reports/dashboards/performance analytics development in ServiceNow CSM Platform is a plus.• An understanding of core Human Resources functions and typical workforce management processes and related data.• A passion for creating an exceptional user experience.• Demonstrable ability to interpret business processes and needs and translate them into streamlined reporting and dashboards.• Demonstrated dedication to building rapport with stakeholders and working with others in a team to accomplish a goal.• Critical thinking / problem resolution skills.• Proven success in managing multiple tasks at once.• Excellent oral and written communication skills.• Ability to maintain a high degree of confidentiality and integrity. In addition to the salary range, this role is also eligible for bonus or incentive opportunitiesWhat’s in it for youAt Schwab, we’re committed to empowering our employees’ personal and professional success. Our purpose-driven, supportive culture, and focus on your development means you’ll get the tools you need to make a positive difference in the finance industry. Our Hybrid Work and Flexibility approach balances our ongoing commitment to workplace flexibility, serving our clients, and our strong belief in the value of being together in person on a regular basis.We offer a competitive benefits package that takes care of the whole you – both today and in the future:• 401(k) with company match and Employee stock purchase plan• Paid time for vacation, volunteering, and 28-day sabbatical after every 5 years of service for eligible positions• Paid parental leave and family building benefits• Tuition reimbursement• Health, dental, and vision insurance
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What You Should Know About Workforce Reporting Data Analyst, Charles Schwab

Are you ready to take on an exciting role as a Workforce Reporting Data Analyst with Schwab in Westlake, TX? At Schwab, we believe that innovative thinking can transform the finance industry. We're dedicated to empowering our employees to reach their full potential and create impactful work. As part of the Workforce Intelligence Team, you'll play a vital role in shaping HR reporting and analytics, providing critical insights to help drive business decisions. Your expertise in HR systems and data analysis will enable you to develop self-service reports and dashboards, turning complex data into actionable insights. Whether you are independently solving technical challenges or collaborating with your team, your analytical skills and attention to detail will shine. You'll get to recommend process improvements that enhance our reporting capabilities and help meet the needs of our clients. Plus, the hybrid work model at Schwab ensures that you can maintain a work-life balance while enjoying the benefits of in-person collaboration. So, if you're passionate about data-driven solutions and want to make a difference, Schwab is the place for you. Join us and take the next step in your career where you can truly own your tomorrow!

Frequently Asked Questions (FAQs) for Workforce Reporting Data Analyst Role at Charles Schwab
What are the primary responsibilities of a Workforce Reporting Data Analyst at Schwab?

As a Workforce Reporting Data Analyst at Schwab, your primary responsibilities will include developing ad hoc and recurring reports using HR systems and tools, delivering data solutions tailored to various business needs, and collaborating on team projects to tackle data challenges. You’ll also be involved in designing analysis plans based on functional issues and recommending improvements to our reporting capabilities, thereby playing a crucial role in bridging business problems with data insights.

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What qualifications are necessary to become a Workforce Reporting Data Analyst at Schwab?

To qualify for the Workforce Reporting Data Analyst position at Schwab, candidates must possess a Bachelor’s degree in Business, HR, or IT, along with 5 or more years of experience in HRIS and reporting roles. Additional preferred qualifications include experience with HR systems such as ServiceNow and strong proficiency in Excel for data manipulation and analysis, ensuring you are well-equipped to handle complex data and deliver quality reports.

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What tools and systems will a Workforce Reporting Data Analyst use at Schwab?

A Workforce Reporting Data Analyst at Schwab will utilize various HR systems and reporting tools such as ServiceNow, Workday, SQL, and more. Proficiency in these platforms is essential for creating dashboards and managing data, allowing you to deliver insights that drive business decisions and enhance workforce management processes effectively.

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How does Schwab support professional development for a Workforce Reporting Data Analyst?

Schwab is committed to your professional growth, offering comprehensive development support for all employees, including the Workforce Reporting Data Analyst role. This includes opportunities for tuition reimbursement, mentorship programs, and a supportive culture focused on personal and career advancement. As you contribute to our mission, you’ll also be encouraged to pursue your career ambitions, ensuring you can achieve your professional goals.

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What is the work environment like for a Workforce Reporting Data Analyst at Schwab?

The work environment for a Workforce Reporting Data Analyst at Schwab is dynamic and flexible, with a hybrid model that balances in-office collaboration and remote work. This approach allows for a supportive and collegial atmosphere, fostering creativity and teamwork while respecting your work-life balance and individual needs.

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Common Interview Questions for Workforce Reporting Data Analyst
Can you describe your experience with HR reporting tools?

When preparing for this question, think of specific tools you've used, like ServiceNow or Workday. Share what reports you developed, how you navigated the system, and the insights that emerged from your reports. Highlight your problem-solving approach and any challenges you overcame in the process.

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How do you ensure the accuracy of your data analyses?

Demonstrate your attention to detail by explaining your process for validating data before analysis. Mention any approaches you use, such as peer review or utilizing quality assessment metrics, to ensure your findings are precise and reliable.

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What strategies do you use for transforming data into actionable insights?

Discuss specific methods you employ to interpret data, such as identifying trends or key performance indicators. Provide examples of how you communicated these insights to stakeholders and how they influenced business decisions, illustrating your impact.

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Can you give an example of how you've improved a reporting process in the past?

Share a specific instance where you identified inefficiencies in a reporting process. Describe the steps you took to redesign the process, engage with stakeholders, and elaborate on the positive outcomes resulting from your improvements.

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How do you prioritize multiple data requests from different stakeholders?

Explain your approach for prioritization, such as assessing urgency and strategic value. Emphasize your communication skills by discussing how you interact with stakeholders to set expectations while effectively managing their requests.

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What role does critical thinking play in your data analysis?

Illustrate your critical thinking skills by discussing how you approach problem-solving in data analysis. Describe scenarios where you had to think outside the box to generate insights or overcome data-related challenges.

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How do you keep up with industry trends in HR analytics?

Express your commitment to professional growth by mentioning resources you rely on, such as webinars, industry publications, or networking events. Share any specific insights you've gained and how you apply them to your work.

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Describe a time when you had to communicate complex data to a non-technical audience.

Prepare to share a specific example where you successfully conveyed complex information. Discuss the techniques you used to simplify your message, such as visual aids or analogies, and the positive feedback you received for your clarity.

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What is your experience with data privacy and confidentiality in this role?

Highlight your understanding of data privacy regulations and your commitment to maintaining confidentiality. Discuss specific processes you've implemented to secure sensitive information and ensure compliance in your analytical work.

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Why do you want to work as a Workforce Reporting Data Analyst at Schwab?

Convey your enthusiasm for the role by aligning Schwab’s values with your career goals. Discuss how the company's commitment to innovation and employee development resonates with you and your aspirations to make a meaningful impact in HR analytics.

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Full-time, hybrid
DATE POSTED
April 24, 2025

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