Charles Schwab

HR Data Reporting & Analytics Manager?

Charles Schwab$95K — $115K *
Business Services
Less than 5 years of experience
Job Overview by Ladders

Qualifications

  • 3-5 years of experience in Workday Reporting and Analytics.
  • Proficiency with Workday Report Writer and its various report types.
  • Familiarity with Agile work environments.
  • Strong understanding of Workday's System, Business Processes, and Security.
  • Expertise in Report Performance Tuning and Testing.
  • Advanced skills in Microsoft Excel for complex data analysis.

Responsibilities

  • Design and deliver dynamic reporting solutions across multiple Workday modules.
  • Partner with teams to create innovative Workday reporting solutions.
  • Ensure data integrity through testing and process improvement.
  • Troubleshoot reporting challenges and enhance data accessibility.
  • Maintain comprehensive documentation for transparency.
  • Optimize report performance for efficiency and reliability.
  • Lead Workday release readiness to ensure smooth transitions.

Benefits

  • In-office role with flexibility for remote work one day a week.
  • Opportunity to work with advanced HR reporting tools and systems.
  • Collaborative environment with cross-functional partnerships.
  • Focus on continuous improvement in data reporting processes.
  • Engagement with strategic decision-making across the organization.
Full Job Description

The Workforce Intelligence Team sits within our HR Enterprise and provides workforce related reporting, analytics, and business insights to HR professionals and business leaders across Schwab.

 

As a Manager, HR Data Reporting & Analytics, you will design and deliver advanced HR reporting solutions that transform data into actionable insights for HR, Finance, and operations. Leveraging Workday Report Writer, Calculated Fields, Dashboards, and other reporting systems, you’ll create accurate, optimized reports that support strategic decision-making. This role requires deep expertise in Workday Reporting and Analytics, strong analytical thinking and data analysis skills, and the ability to collaborate effectively with stakeholders. Knowledge of Workday data architecture, business processes, and security frameworks is essential.

 

What you’ll do:

 

  • Design and deliver dynamic reporting solutions using Advanced, Matrix, Composite, and Trending reports across multiple Workday modules (HCM, Compensation, Talent, Skills, Learning, Payroll, Finance) to drive data-informed decisions.
  • Partner with cross-functional teams to gather requirements and create scalable, innovative Workday reporting solutions that align with organizational goals and compliance standards.
  • Manage data accuracy and integrity through thorough testing, validation, and continuous improvement of HR reporting processes.
  • Troubleshoot and resolve reporting challenges—including performance issues, data discrepancies, and access concerns—while proactively identifying opportunities to enhance self-service reporting and data accessibility.
  • Maintain clear and comprehensive documentation, including data dictionaries and metadata, to promote transparency and reusability across the organization.
  • Monitor and optimize report performance to ensure efficiency and reliability.
  • Support audits and dashboard development, and deliver enhancements to custom reports that meet evolving business needs.
  • Lead Workday release readiness, assessing new features, validating system impacts, and creating mitigation plans to ensure smooth transitions.

 

Please Note:  This is an in-office role requiring on-site presence in one of the locations where the role is posted a minimum of 4 days per week with the flexibility of working remotely one day a week.

What you have

To ensure that we have fulfilled our promise of "challenging the status quo," this role has specific qualifications that successful candidates should have.

 

Required Qualifications:

 

  • 3-5 years of experience in Workday Reporting and Analytics.
    • Workday Report Writer (Advanced, Composite, Matrix, Trending, Transposed Reports).
    • Workday Report Administrator.
    • Calculated Fields Design & Optimization.
  • Experience working in Agile and fast-paced environments.
  • Deep understanding of Workday System, Business Process, and Security Configuration.
  • Experience in Report Performance Tuning and Testing.
  • Advanced proficiency in Microsoft Excel with demonstrated ability to analyze complex data, solve challenging business problems, and develop scalable solutions.

 

Preferred Qualifications:

 

  • An understanding of core Human Resources functions and typical workforce management processes and related data.
  • Excellent communication and stakeholder management skills.
  • A high degree of attention to detail, strong organizational skills, with an appreciation for structure and standards.
  • Proven success applying analytical thinking to interpret business needs and translate them into data elements, values, and actionable reporting insights.
  • Successful history building rapport with stakeholders and working with others in a team to accomplish a goal.
  • Experience managing multiple tasks at once.
  • Workday Reporting Pro certification is a plus.

About Charles Schwab

Charles Schwab is a financial services company that provides a full range of securities, brokerage, banking, money management, financial advisory, investor, and retirement plan services. It operates in four main divisions; investing, wealth management, banking, and trading. Charles Schwab provides a full-service brokerage platform that serves individual investors who invest on their own or through a workplace-sponsored retirement or equity plan, as well as banking through Schwab Bank. The firm was founded in 1973 and is headquartered in San Francisco, California.

Charles Schwab Careers

Join the vibrant team at Charles Schwab, a leader in global finance, where your career is propelled by innovation, leadership, and a commitment to diversity and professional growth. At Charles Schwab, we offer more than just job opportunities; we provide a platform for you to make a significant impact on the industry and our clients' lives.

Work You’ll Do

At Charles Schwab, we are dedicated to helping our clients manage their financial futures. Being part of our team means you'll work alongside some of the most skilled professionals in the financial services industry. Our culture thrives on teamwork, integrity, and relentless dedication to our clients. Whether you're looking for a position in financial consulting, technology, or administrative support, Charles Schwab offers a dynamic work environment where your skills will be honed and your achievements recognized.

Innovate and Lead

Embrace the opportunity to lead through innovation. Charles Schwab’s commitment to technology and innovation is fundamental to our service delivery. By joining our team, you will be at the forefront of developing new solutions that redefine the future of finance. Your leadership can guide significant projects that impact our company and the industry.

Grow Your Career

Charles Schwab believes in fostering the growth of its employees. Whether through professional development programs, diversity training, or leadership workshops, we ensure that our team members receive the support and training they need to advance their careers. With a variety of career paths available, your job at Schwab can evolve with your interests and expertise.

Internship and Employment Opportunities

Start your professional journey with Charles Schwab through our internship programs or full-time employment opportunities. We seek individuals who are passionate, curious, and ready to drive change. A career at Schwab is not just about having a job; it's about building a lasting relationship with a company that values your potential.

Benefits and Culture

Charles Schwab is renowned for its employee-friendly culture. We offer a comprehensive benefits package that supports the health, financial stability, and work-life balance of our team members. From competitive salaries and bonuses to health insurance and retirement plans, Schwab ensures that your career is as rewarding as it is enriching.

Networking and Professional Development

Expand your professional network and enhance your skills through our various networking events, mentorship programs, and training sessions. At Charles Schwab, we believe in leveraging collective expertise to foster learning and innovation. Engage with leaders, gain insights from experienced professionals, and build relationships that will aid your career trajectory.

Join Our Team

Explore the numerous career paths available at Charles Schwab and discover how your talents can be utilized to their fullest potential. Search open positions that match your skills and interests. We are continuously hiring across various disciplines and look forward to adding innovative, driven individuals to our team.

Stay Connected

Keep up to date with the latest from Charles Schwab Careers by subscribing to our job alert emails. Tailor your subscription to receive updates that align with your career preferences and be the first to know about new openings, company news, and professional tips.

Explore Charles Schwab Jobs

Ready to take the next step in your career? Visit our careers page to review current job openings, submit your resume, and prepare for your interview. At Charles Schwab, your future is waiting. [SEARCH CHARLES SCHWAB JOBS] Join Charles Schwab today and be part of a team that values diversity, innovation, and leadership—where your career can thrive in the exciting world of finance.
Learn more about Charles Schwab
Size
34,200 employees
Market Cap
$151.6 billion
Industry
Net Income
$3.2 billion
Founded
1973
5 Year Trend
+20%
Revenue
$12.1 billion
NASDAQ

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