Own the end‑to‑end design, implementation, and ongoing maintenance of client reporting and automation solutions
Act as solution designer and technical authority for macro‑based, low‑code/no‑code, and reporting platforms
Translate business requirements into scalable, secure, and well‑controlled solutions
Deliver hands‑on solutions using Excel/VBA, Power Platform (Power BI, Power Apps, Power Automate), and other automation/analytics tools
Oversee and coordinate testing, deployment, and post‑implementation support
Ensure solutions meet performance, resilience, and control expectations
Embed risk, control, and audit considerations into solution design
Partner with Risk, Compliance, and Technology teams to ensure adherence to internal standards
Proactively identify and remediate control gaps in existing reporting and automation tools
Engage with global business stakeholders to prioritize demand and manage delivery expectations
Provide technical guidance and informal mentoring to junior developers or analysts

Bachelor's degree or higher (Technology, Engineering, Finance, or related field preferred)
10 plus years of proven experience in financial services operations
Strong hands‑on experience with: Excel & VBA (Macros)
Low‑Code / No‑Code platforms (Microsoft Power Platform preferred)
SQL / Oracle or equivalent databases
Experience in data analytics and reporting tools (e.g., Power BI, Alteryx, Microsoft Fabric)
Exposure to automation and reconciliation tools (e.g., Xceptor, DUCO, Qlik) is a strong plus
Experience with RPA or scripting platforms (UiPath, Blue Prism, Automation Anywhere, Python) is beneficial
Strong written and spoken English communication skills.

Client Reporting Automation Configurator, Assistant Vice President

Key skills