Automation & Analytics Specialist

Compunnel, Inc.; Baltimore (MD); On-site; USD 80,000 - 100,000; Full time

Job summary

A leading analytics solutions provider is seeking a skilled Automation & Analytics Specialist in Baltimore, MD. This role involves designing and delivering automation and analytics solutions to enhance efficiency. Applicants should have at least a year of experience in finance, expertise in Alteryx, UiPath, and Power BI, and be capable of engaging with various stakeholders. An excellent opportunity to make an impact in financial operations awaits you.

Qualifications

• Minimum 1 year in finance industry, preferably in Wealth Management operations.
• Advanced proficiency with Alteryx Designer and Server.
• Strong hands-on experience with UiPath Studio and Orchestrator.
• Deep knowledge of Power BI data modeling and visualization.

Responsibilities

• Design and deliver automation solutions for DTC-related processes.
• Build Alteryx workflows to integrate multi-source data.
• Develop UiPath automations for data extraction and loading.
• Create Power BI dashboards for metrics and reporting.

Skills

Automation solution design

Data wrangling

Stakeholder management

Analytical problem solving

Education

Bachelor’s degree in Finance, Information Systems, Engineering, or related field

Tools

Alteryx

UiPath

Power BI

Job description

We are seeking a highly skilled Automation & Analytics Specialist to design, build, and maintain automation and analytics solutions that enhance efficiency and controls across DTC-related processes. The ideal candidate will have deep expertise in Alteryx, UiPath, and Power BI, applied within financial operations, along with working knowledge of DTC workflows and industry utilities. This role partners with operations subject‑matter experts to translate manual tasks into robust automations and decision‑ready dashboards.

KEY RESPONSIBILITIES

• Solution Design & Delivery
• Build Alteryx Designer workflows and schedule via Alteryx Server to integrate multi-source data, standardize outputs, and enable downstream analytics.
• Develop UiPath automations (Studio/Orchestrator) to extract, validate, and load data from internal systems and industry utilities (including DTC).
• Create Power BI data models, DAX measures, and dashboards that deliver consistent metrics/KRIs for line teams and senior management; publish and govern content through enterprise workspaces.

Operational Excellence & Controls

• Embed auditability, logging, and error‑handling across automations; ensure compliance with data‑handling standards (PII restrictions, role‑based access).
• Partner with process owners to document SOPs, SLAs, and fallback procedures; provide training and socialize changes with end‑users.

Stakeholder Engagement

• Conduct discovery with DTC/settlements teams to identify automation opportunities and quantify benefits (capacity creation, error reduction, reporting efficiency).
• Present prototypes and production updates; triage enhancement requests and maintain backlog.
• Contribute to Automation Hub use cases and WM Ops communities of practice.
• Share reusable patterns and best practices across Alteryx, UiPath, and Power BI.

REQUIRED QUALIFICATIONS

• Minimum 1 year in the finance industry, preferably within Wealth Management operations, securities processing, or broker‑dealer operations.
• Alteryx: Advanced proficiency with Designer (macros, batch/iterative), Server publishing/scheduling, data governance, performance tuning, and error‑handling.
• UiPath: Strong hands‑on experience with Studio/Orchestrator; selectors, queues, REFramework, credential vaults; resilient bot development for web/desktop/API interactions.
• Power BI: Deep knowledge of data modeling, Power Query (M), DAX, and visualization best practices; ability to design enterprise‑grade dashboards.
• Working knowledge of DTC / Settlement operations.
• Experience with requirements gathering, backlog management, SDLC documentation, and stakeholder communication.

PREFERRED QUALIFICATIONS

• Knowledge of KRI frameworks and operational risk/control reporting in Wealth Management Operations.

CORE COMPETENCIES

• Analytical problem solving and large‑scale data wrangling.
• Process redesign and automation mindset.
• Strong communication and stakeholder management across operations and technology.
• Documentation, testing, and change management discipline.

EDUCATION

Bachelor’s degree in Finance, Information Systems, Engineering, or related field (or equivalent experience).