Senior Manager, MI & Transformation

SmartRecruiters, Inc.; Birmingham; Hybrid; GBP 85,000 - 110,000; Full time

Benefits offered by this job

Private medical insurance

Life assurance

Pension contribution

Generous holiday package

Cycle to work scheme

Season ticket loan

Eye care support

Job summary

S&W in Birmingham seeks a Senior Manager, MI & Transformation to lead the Client Onboarding MI capability, delivering insight and governance across the onboarding lifecycle. You will drive KPI/KRI reporting, data quality, and technology-enabled transformation while managing a growing team of MI Analysts and Data Analysts.

The role reports to the Head of Client Onboarding - Operations and Strategy and focuses on enabling scalable, data-driven decision making and efficient processes within KYC and

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 visualization skills.
• Strong KPI/KRI/SLA and performance management experience.
• Data governance and data quality controls knowledge.
• Ability to translate complex data into insights for business decisions.
• Experience leading transformation and operational improvement programmes.
• Strong project and change management skills.
• Knowledge of Client Onboarding, KYC, CDD, AML or related risk processes.
• Experience with Power Platform and team development.

Responsibilities

• Lead MI capability, driving operational excellence, technology adoption and strategic change across onboarding lifecycle.
• Own end-to-end management information, executive reporting, KPI/KRI frameworks, Power BI development, and data governance.
• Collaborate with central Data and Technology teams to ensure data integrity and scalability.
• Identify, lead and deliver transformation initiatives across onboarding and KYC lifecycle.

Skills

Operational MI

Power BI

Excel & Visualization

KPI/KRI/SLA

Data Governance

Data Analytics

Transformation Leadership

Change Management

Onboarding/KYC/AML

Power Platform

Team Leadership

Tools

Power Platform

Job description

• Office Location: Birmingham (103 Colmore Row)

Company Description

At S&W, we help our clients thrive by simplifying the complex, illuminating new paths, and shaping solutions that make a difference. As one of the UK’s top 10 fastest-growing accountancy firms, we have been a trusted partner since 1881—helping businesses and individuals meet challenges and seize opportunities across generations.

Built on expertise and driven by ambition, we provide a comprehensive range of services, including tax and accountancy, advisory and assurance, corporate finance, and restructuring. We are defined by our purpose—to help navigate challenges, unlock potential, and achieve the extraordinary.

What will you be doing?

We are seeking a Senior Manager, MI & Transformation join our Client Onboarding team in Birmingham

This is a strategic leadership role responsible for shaping the future of the client onboarding through management information, operational insight, data governance and transformation.

Reporting into the Head of Client Onboarding - Operations and Strategy, the role is responsible for;

• Leading the firms MI capability while driving operational excellence, technology adoption and strategic change across end-to-end onboarding lifecycle.
• Delivering end-to-end ownership of management information, executive reporting, KPI and KRI frameworks, Power BI development, and data governance across the Client Onboarding function.
• Acting as the primary liaison with central Data and Technology teams to ensure data integrity, consistency, and scalability is applied across the Client onboarding and the KYC department.
• Being responsible for identifying, leading, and delivering transformation initiatives across the onboarding and KYC lifecycle, including process redesign, AI automation opportunities, operational efficiency programmes, and strategic change projects.
• Having line management responsibility for MI Analysts, Data Analysts, Project resources, or other support colleagues as the function evolves.

Qualifications

To be successful in this role, you should have

• 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

Additional Information

As a colleague here at S&W you will have access to benefits that include

• Private medical insurance
• Life assurance
• Pension contribution
• Generous holiday package
• Option to purchase additional holiday
• Shared parental leave
• Fully funded training towards professional qualifications
• Cycle to work scheme
• Season ticket loan
• Eye care support

We are proud to value the differences that a diverse workforce brings, representative of society and our clients. At S&W we have a wide range of highly active employee resource groups and we’re delivering multiple diversity, equity and inclusion initiatives across the organisation. It is our commitment to provide a workplace where all colleagues, regardless of identity, background, or circumstance, feel respected as individuals and feel that they can achieve their full potential and work in a safe, supportive, and inclusive environment.