MI & Transformation Senior Manager - Client Onboarding

SW Group; Birmingham; On-site; GBP 90,000 - 130,000; Full time

Benefits offered by this job

Private medical insurance

Life assurance

Pension contribution

Generous holiday package

Option to purchase additional holiday

Shared parental leave

Fully funded training towards PROFESSI

Cycle to work scheme

Season ticket loan

Eye care support

Job summary

S and W, a leading Birmingham-based accounting and advisory firm, is seeking a Senior Manager for MI & Transformation in Client Onboarding. This senior role shapes the future of onboarding through data governance, strategic change, and advanced analytics across the end-to-end lifecycle.

You will lead MI capability, deliver KPI/KRI reporting, and collaborate with central Data/Tech teams, while driving efficiency and modernizing processes including AI opportunities.

Qualifications

• Significant experience in operational MI, business intelligence, data analytics, or transformation roles.
• Advanced Power BI development and dashboard design experience, Advanced Excel and data visualisation skills.
• Strong understanding of KPI, KRI, SLA, and performance management frameworks.
• Experience establishing and managing data governance and data quality controls.
• Proven ability to interpret complex datasets and translate findings into actionable business insight.
• Experience leading business transformation and operational improvement programmes.
• Strong project and change management skills.
• Strong knowledge of Client Onboarding, KYC, CDD, AML, or operational risk processes preferred.
• Experience working with Power Platform.
• Experience managing teams and developing colleagues.

Responsibilities

• Lead MI capability and drive operational excellence, tech adoption, and strategic change across onboarding lifecycle.
• Own management information, executive reporting, KPI/KRI frameworks, Power BI development, and data governance in Client Onboarding.
• Liaise with central Data and Technology teams to ensure data integrity across onboarding and KYC.
• Identify and deliver transformation initiatives across onboarding and KYC lifecycles, including AI automation.
• Manage MI Analysts, Data Analysts, and project resources as the function evolves.

Skills

Operational MI

Business Intelligence

Data Analytics

Transformation

Power BI

Excel

KPI/KRI

Data governance

Team leadership

Power Platform

Tools

Power BI

Power Platform

Job description

S and W, a leading Birmingham-based accounting and advisory firm, is seeking a Senior Manager for MI & Transformation in Client Onboarding. This senior role shapes the future of onboarding through data governance, strategic change, and advanced analytics across the end-to-end lifecycle.

You will lead MI capability, deliver KPI/KRI reporting, and collaborate with central Data/Tech teams, while driving efficiency and modernizing processes including AI opportunities.