Data Automation Analyst – AI & Process Improvement

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

Benefits offered by this job

Consistent weekday schedule

Opportunity to apply AI & automation

Direct collaboration with IT leaders

Measurable results: less manual effort

Job summary

Capital Management Services, LP in Buffalo, NY is seeking a Data Automation Analyst to turn manual tasks into smarter workflows using AI and automation tools. This role supports audit, correspondence, and IT control functions while building end-to-end solutions with Power Automate, Python, SQL, and BI dashboards.

You will collaborate with IT leadership and business teams to implement improvements, train staff, and ensure compliance with security and governance requirements.

Qualifications

• Bachelor's degree or equivalent in IT, data analytics, CS, or related field.
• At least two years hands-on experience automating business processes using Power Automate, UiPath, Python, or similar tools.
• Practical AI experience with tools like 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 Word and Outlook.
• Ability to manage projects day to day and explain technical changes to nontechnical staff.
• Typing ability of at least 55 words per minute with 80% accuracy.

Responsibilities

• Build and improve automated workflows.
• Design, test, implement, and maintain automations using Power Automate, UiPath, Python, SQL, Excel/Power Query, and RPA platforms.
• Start with correspondence review, critical-status tracking, and audit data gathering; expand improvements across departments.
• Extract, transform, and validate data from AS400/IBM i and other systems.
• Create reports and dashboards to track audit activity and automation results.
• Document workflows, write SOPs, and train employees on new processes.
• Follow CMS security, compliance, and AI-use requirements with proper controls and audit trails.

Skills

Problem-solving

Organization

Communication

Project management

Typing speed

Education

Bachelor's degree or equivalent in IT/Data Analytics/CS

Tools

Power Automate

UiPath

Python

SQL

Excel/Power Query

Power BI

AS400/IBM i

Copilot

Job description

Data Automation Analyst – AI & Process Improvement

Capital Management Services, LP (CMS)
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.