MI & Workflow Specialist - Onboarding & KYC

S&W

Birmingham

On-site

GBP 40,000 - 60,000

Full time

3 days ago

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Job summary

S&W, based in Birmingham, invites an experienced MI & Workflow Senior Officer to join our Client Onboarding and KYC team. You will develop, produce and continuously improve management information, focusing on onboarding volumes, workflow performance and operational risks.

Working with onboarding analysts and stakeholders, you will implement robust reporting, enhance data quality, and support transformation initiatives that simplify and automate processes while maintaining clear audit trails and

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.

Responsibilities

Provide design, development, production and maintenance of management information and operational reporting.
Produce accurate daily, weekly, monthly and ad hoc BAU reports with defined controls and deadlines.
Analyse data to identify trends, backlogs, capacity pressures and service-level risks.
Maintain MI for Client Onboarding and KYC, including volumes, ageing and turnaround times.
Govern workflow tools and trackers to ensure clear ownership, status and actions.
Monitor data quality, identify gaps and improve compliance with processes.
Support consistent use of Client Onboarding and KYC workflows and trackers.
Document reporting logic, data definitions and controls for audit trails.