Sr. Specialist - AI & Data Engineer

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).

The Treasury Analytics & Reporting team plays a critical role in advancing how Corporate Treasury operates—delivering scalable analytics, modern reporting, and automation that drives better decision-making across the balance sheet. As a Senior Specialist, you will act as a builder and problem-solver, translating complex business needs into practical, high-impact solutions. You’ll partner closely with Treasury stakeholders to understand challenges, shape ideas into tangible products, and bring them into production—enabling faster insights, greater efficiency, and improved operational performance.

In this role, you will design and develop data-driven applications and reporting solutions that replace manual processes with automated, scalable capabilities. Leveraging Python, modern BI tools, and emerging AI capabilities, you will create intuitive dashboards, interactive tools, and advanced analytics that empower leaders with clearer, more actionable insights. You will integrate data across systems, apply strong data modeling practices, and ensure solutions are reliable, performant, and adaptable over time.

Success in this role requires curiosity, ownership, and comfort operating in ambiguity—taking broad, undefined problems and structuring them into clear, executable solutions. You’ll present your work to senior leadership, articulate trade-offs, and influence decisions through evidence-backed insights. This is an opportunity to shape how innovation, automation, and AI enhance Treasury operations while continuously identifying new areas to drive impact.

• Bachelor’s degree in Computer Science, Engineering, Data Science, Finance, Economics, or related field
• 2+ years of experience building data, analytics, or software solutions in a business environment
• Advanced proficiency in Python for data analysis and application development
• Hands-on experience building and deploying applications using Streamlit or a comparable framework
• Experience applying AI/ML techniques, including large language models (LLMs), prompt design, or retrieval-based solutions
• Strong SQL skills and foundational expertise in data modeling
• Experience developing dashboards and reporting using modern BI tools (e.g., Power BI, Tableau, Looker)
• Experience integrating systems through APIs
• Demonstrated success partnering with business stakeholders to deliver actionable solutions
• Strong communication skills with the ability to present insights and recommendations to senior leaders
• Proven ability to drive outcomes independently in ambiguous environments

• 3+ years of experience building scalable analytics or software solutions
• Experience with cloud platforms such as AWS, Azure, or GCP
• Familiarity with version control, testing, and CI/CD practices
• Experience deploying machine learning or AI solutions into production environments
• Background in financial services, corporate finance, or treasury functions
• Demonstrated contributions to open-source projects or a technical portfolio
• Strong written documentation skills to enable scalability and knowledge sharing

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