Data Automation Analyst – AI & Process Improvement

Capital Management Services, LP; Buffalo (NY); On-site; USD 63,000 - 72,000; Full time

Job summary

Capital Management Services, LP is seeking a Data Automation Analyst in Buffalo, NY to design and implement automated workflows that reduce manual effort and improve accuracy. You will collaborate with IT and operations to take ideas from concept to implementation, focusing on audit readiness and process efficiency.

You will build automations using Power Automate, UiPath, Python, and SQL, incorporate AI tools like Copilot and ChatGPT, and develop reports and dashboards to monitor outcomes.

Qualifications

• Bachelor’s degree in IT, Data Analytics, CS or related field.
• At least 2 years automating business processes using Power Automate, UiPath, Python, or similar tools.
• Practical experience with AI tools such as Copilot, ChatGPT or similar, incl. prompting.
• Strong Excel skills with formulas, pivot tables and Power Query.
• Working knowledge of SQL and MS Access; proficient with Word/Outlook.
• Strong problem-solving, organization and communication; able to explain tech changes.
• Typing 55+ WPM with 80% accuracy.

Responsibilities

• Build and improve automated workflows across departments.
• Review processes, identify automation opportunities, quantify time savings and error reductions.
• Design, test, implement and maintain automations using Power Automate, UiPath, Python, SQL, Excel/Power Query.
• Extract, transform, and validate data from various systems; create reports and dashboards.
• Document workflows, write SOPs and train staff on new processes.
• Ensure security/compliance and human review of AI outputs.

Skills

Data automation

Power Automate

UiPath

Python

SQL

Excel/Power Query

AI tools

Education

Bachelor’s degree in IT/Data Analytics/CS

Tools

Power Automate

UiPath

Microsoft Copilot

ChatGPT

Power BI

Python

SQL Server

Job description

Buffalo, NY | Full-Time | On-Site

Salary: $62,500-72,000 annually, based on experience

Location: 698½ South Ogden Street, Buffalo, NY 14206
Turn Manual Processes Into Smarter Workflows

Capital Management Services, LP

Buffalo, NY | Full-Time | On-Site

Salary: $62,500-72,000 annually, based on experience

Schedule: Monday-Friday, 7:00 AM-4:00 PM

Location: 698½ South Ogden Street, Buffalo, NY 14206
Turn Manual Processes Into Smarter Workflows

Do you enjoy finding a better way to get work done? Capital Management Services is seeking a Data Automation Analyst who can combine analytical skills, practical AI experience, and automation tools to improve everyday business processes.

In this role, you'll support essential audit, correspondence, and IT control functions while building solutions that reduce repetitive work, improve accuracy, and strengthen audit readiness. You'll collaborate with our Programming team, Correspondence team, and IT leadership to take improvements from idea through implementation.

What You'll Do

Build and improve automated workflows

• Review existing processes, identify automation opportunities, and measure potential time savings and error reduction.
• Design, test, implement, and maintain automations using tools such as Microsoft Power Automate, Copilot, Python, SQL, Excel/Power Query, and robotic process automation platforms.
• Start with correspondence review, critical-status tracking, and audit data gathering, then expand improvements across other departments.
• Extract, transform, and validate data from AS400/IBM i and other business systems.
• Create reports and dashboards to track audit activity and automation results.
• Document workflows, write standard operating procedures, and train employees on new processes.
• Follow CMS security, compliance, and approved AI-use requirements, including appropriate controls, audit trails, and human review of AI output.

Support daily business operations

• Gather data and documentation for customer and client audits.
• Review IT controls and communication issues and assist with daily departmental audits.
• Review and catalog incoming correspondence and agent critical statuses.
• Complete daily client maintenance in AS400 related to audit requirements.
• Protect the confidentiality of consumer and client information.

What You'll Bring

• A bachelor's degree in Information Technology, Data Analytics, Computer Science, or a related field-or equivalent experience.
• At least two years of hands-on experience automating business processes using Power Automate, UiPath, Python, or similar tools.
• Practical experience using AI tools such as Microsoft Copilot, ChatGPT, or other generative AI platforms, including writing prompts and validating results.
• Strong Excel skills, including formulas, pivot tables, and Power Query.
• Working knowledge of SQL and Microsoft Access, plus proficiency with Word and Outlook.
• Strong problem-solving, organization, and communication skills.
• The ability to manage projects day to day and explain technical changes clearly to nontechnical employees.
• Sound judgment when handling confidential information.
• Typing ability of at least 55 words per minute with 80% accuracy.

Experience That Stands Out

• AS400/IBM i experience; training is available.
• Experience with Power BI and Python.
• A background in collections, financial services, or another regulated industry.

Why Join CMS?

• $62,500-72,000 annual salary, based on experience.
• Consistent weekday schedule.
• The opportunity to apply AI and automation to real business challenges.
• Direct collaboration with IT leadership and operational teams.
• Work with measurable results: less manual effort, greater accuracy, and more efficient processes.

This is a full-time, salaried, exempt position in an office environment, requiring extended computer use.

Capital Management Services, LP is an Equal Opportunity Employer.