MI/Workflow Officer

S&W Group; Birmingham; Hybrid; GBP 42,000 - 65,000; Full time

Job summary

S&W Group located in Birmingham is seeking an MI & Workflow Senior Officer to enhance reporting for Client Onboarding and KYC. You will develop and maintain management information, monitor workflows and data quality, and support transformation initiatives to simplify and automate processes.

You will work with onboarding analysts, team leads and stakeholders to ensure timely, accurate reporting and effective risk management, while contributing to improvements in data controls and operational

Qualifications

• Experience producing and maintaining operational MI, dashboards, recurring reports and ad hoc analysis.
• Strong Excel skills including data cleansing, formulas, lookups, pivot tables and presenting clear information.
• Experience with Power BI, Power Query or similar tools desirable.
• Experience maintaining workflow systems, case-management data, SharePoint or Lists.

Responsibilities

• Support design, development, production and maintenance of management information and reporting.
• Produce daily, weekly, monthly and ad hoc BAU reports with defined controls.
• Analyse data to identify trends, backlogs, capacity pressures, service-level risks.
• Maintain MI for onboarding and KYC: volumes, ageing, turnaround times, SLAs and risk indicators.
• Govern workflows and trackers to ensure progress is clear and data quality is maintained.
• Document reporting logic, data definitions and controls for audit trail.
• Support testing and embedding of improvements from transformation initiatives.
• Collaborate with tech and operations to design and adopt system enhancements.

Skills

Operational MI

Excel

Power BI

Data analysis

Data quality checks

Stakeholder management

Process improvement

Adaptability

Education

Relevant experience in MI/operational reporting

Tools

Power BI

SharePoint

Microsoft Lists

Excel

Job description

• Office Location: Birmingham (103 Colmore Row)

Company Description

In a world that is constantly evolving we help our clients thrive by simplifying the complex, illuminating new paths, and shaping solutions that make a difference.At S&W our mission is to help navigate challenges, unlock potential, and achieve the extraordinary.As the UK’s top 10 fastest growing accountancy firm, we’ve been there, as a trusted partner, helping businesses and individuals meet challenges and seize opportunities across generations.

Since 1881, we’ve been a trusted partner, building a legacy on expertise, simplicity, and an unrelenting commitment to client success.Our specialists provide an extensive range ofservices from tax and accountancy, advisory and assurance, to corporate finance and restructuring, helping businesses and individuals both in the UK and internationally meet challenges and seize opportunities.

We are a brand built on expertise, driven by ambition, and defined by our purpose - to help our clients navigate complexity and create opportunity.

Job Description

Job Purpose

Reporting to the Senior MI & Transformation Manager, the MI & Workflow Senior Officer will support the development, production and continuous improvement of management information for the Client Onboarding and KYC department. The role will have a primary focus on accurate, timely and insightful reporting covering onboarding volumes, KYC activity, workflow performance, backlogs, service levels, capacity and operational risks. It will also support the effective management of workflows, operational trackers and data controls, while contributing to transformation initiatives and technology-led improvements that simplify, standardise and automate reporting and operational processes. This will include supporting requirements gathering, testing, implementation and adoption to ensure cases are recorded and progressed consistently and that management information is reliable.

The successful candidate will help deliver business-as-usual reporting, respond to emerging MI requirements and contribute to transformation initiatives across Client Onboarding and KYC. They will work closely with onboarding analysts, team leaders, managers and key stakeholders to improve reporting, workflow visibility, data quality and the use of MI in operational decision-making. The role will help provide assurance that onboarding and KYC work is visible, consistently tracked and supported by clear information, while escalating emerging risks, control gaps or delays to the Senior MI Manager.

Key Responsibilities

• Support the Senior MI Manager with the design, development, production and maintenance of management information and operational reporting.
• Produce accurate and timely daily, weekly, monthly and ad hoc BAU reports, ensuring agreed definitions, controls and reporting deadlines are consistently applied.
• Analyse operational data to identify trends, backlogs, capacity pressures, service-level risks, exceptions and opportunities for improvement.
• Produce and maintain MI for the Client Onboarding and KYC department, including case volumes, status and ageing, turnaround times, service-level performance, backlogs, quality outcomes, risk indicators and team capacity.
• Maintain, develop and govern workflow tools and operational trackers so that work is recorded consistently and progress, ownership, status and actions are clear.
• Monitor workflow data and tracker completion, challenge gaps or inconsistencies and work with teams to improve data quality and compliance with agreed processes.
• Support consistent use of Client Onboarding and KYC workflows and trackers, ensuring key stages, ownership, outstanding information, approvals, risk matters and completion outcomes are captured accurately.
• Document reporting logic, data definitions, controls and procedures to create a clear audit trail and support consistent, repeatable reporting.
• Support the testing, implementation and embedding of reporting, workflow and automation improvements delivered through transformation initiatives.
• Actively contribute to Client Onboarding and KYC transformation initiatives by helping to define requirements, assess current processes and identify opportunities to simplify, standardise and automate reporting and workflows.
• Work with technology teams, product owners and operational stakeholders to support the design, testing, implementation and adoption of system enhancements, digital tools and technology-led improvements, ensuring solutions deliver reliable data, effective controls and measurable operational benefits.
• Work with operational teams and stakeholders to gather requirements, translate them into practical MI or workflow solutions and communicate findings clearly.
• Provide cover and resilience for key reporting activities, manage competing priorities and escalation data, workflow or delivery risks promptly.

Qualifications

Skills, Experience & Qualifications

• Experience producing and maintaining operational MI, dashboards, recurring reports and ad hoc analysis in a business or operational environment.
• Strong Excel skills, including data cleansing, formulas, lookups, pivot tables and the presentation of clear, accurate information. Experience with Power BI, Power Query or similar reporting tools is desirable.
• Experience maintaining workflow systems, case-management data, SharePoint or Microsoft Lists, operational trackers or comparable tools.
• Ability to analyse data, identify trends and exceptions, investigate inconsistencies and explain the operational impact in clear language.
• Strong attention to detail and experience applying data-quality checks, reconciliations, version control and documented reporting definitions.
• Ability to manage recurring deadlines alongside ad hoc requests, prioritise effectively and provide dependable cover for critical reporting.
• Good stakeholder-management skills, with the confidence to gather requirements, challenge incomplete information and present findings appropriately.
• Experience supporting process improvement, system change, testing, automation or wider transformation activity is desirable.

Professional Qualifications and Education

• No specific degree classification is required. Relevant experience in management information, operational reporting, data analysis, workflow administration, process improvement or transformation will be considered.
• Relevant training or qualifications in data analysis, Excel, Power BI, business analysis, process improvement or project delivery would be advantageous but are not essential.
• MI production, analysis and reporting discipline
• Workflow management and tracker governance
• Data accuracy, controls and attention to detail
• Planning, prioritisation and delivery against deadlines
• Problem solving and continuous improvementStakeholder communication and constructive challenge
• Collaboration, adaptability and transformation mindset

Additional Information

• Enthusiasm and drive - to drive sales and business development process with colleagues
• Collegiate - A team player with the ability to work cooperatively with colleagues at all levels
• Communication - ability to clearly articulate internally and externally to achieve objectives
• Persuading and influencing - to gain approval and support of fee earning Partners and staff
• Excellent communication skills are essential - a demonstrably high level of written and spoken English
• Resilience and enthusiasm