Sr. Specialist - AI & Data Engineer

Charles Schwab Inc.•Lone Tree, CO

5d•$43 - $55•Onsite

About The Position

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.

Requirements

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

Nice To Haves

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

Responsibilities

Design and develop data-driven applications and reporting solutions that replace manual processes with automated, scalable capabilities.
Leverage Python, modern BI tools, and emerging AI capabilities to create intuitive dashboards, interactive tools, and advanced analytics.
Integrate data across systems.
Apply strong data modeling practices.
Ensure solutions are reliable, performant, and adaptable over time.
Present work to senior leadership, articulate trade-offs, and influence decisions through evidence-backed insights.
Shape how innovation, automation, and AI enhance Treasury operations.
Continuously identify new areas to drive impact.