About the role

Data Visualisation and Automation Manager leading insights creation and data reporting at RFI Global. Collaborating with financial services clients for accurate deliverables and continuous improvement.

Responsibilities

Lead reporting simplification projects and initiatives. Autonomously building repeatable reporting templates, streamlining processes and ensuring outputs include all calculations, crosstabs, visualisations and rules. Be an expert in data and client report generation
Accurate generation and detailed review of sensitive performance metrics used by our clients within core functions of their institutions, and for market updates
Focused on continuous improvement, leveraging curiosity to deep dive into data to determine the root cause and visualise outputs into a clear story
Creating client presentation decks utilising market leading tools and meeting the client brief
Monitoring market trends to stay up to date on financial services industry changes to maintain a strong understanding of client priorities and deliver relevant, insight driven outputs
Utilising programming to deliver variable creation, recodes, automation, and data wrangling
Deliverables including complex data transformation expertise and statistical analysis
Support strong QA by reconciling to source tables, validate weights, and document assumptions
Cross-functional collaboration with team members, including sales, client services, operations and research teams
Communication of ideas, thinking outside the box and challenging the status quo

Have a degree in any discipline
A passion for financial services and data
Expert user of Q for table building, filters, banners, weighting, ranking, significance, and table rules
Experience with DisplayR is advantageous, and familiarity with other business intelligence tools is highly valued. Proficiency in coding—whether in R, Python, JavaScript, or other programming languages—for tasks such as variable creation, data recoding, automation, and data wrangling is desirable.
Knowledge of applying programming logic for table generation and user interface enhancements in business intelligence platforms would be beneficial.
Demonstrated ability to work with data files (such as SPSS or similar formats), including setting metadata and values to produce clean, analysis-ready tables, is preferred.
Experience using Microsoft Office programs, particularly PowerPoint and Excel
Be a self-starter with a positive attitude
Thrive in a fast-paced environment and be comfortable with a steep learning curve
Be self-motivated and able to work both autonomously and in a team
Enjoy working in an open and collaborative environment
Be confident multi-tasking and managing multiple deadlines
Solid communication skills