Onsite Client Reporting Automation Configurator, Assistant Vice President

Posted 1 hour ago

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About the role

  • Assistant Vice President designing and delivering automation solutions for client reporting in financial services. Collaborating across global teams and ensuring robust governance and compliance in implementation.

Responsibilities

  • 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
  • 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 from inception
  • 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 contributing to shared solutions
  • Drive continuous improvement and standardization across reporting and automation practices

Requirements

  • 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

Benefits

  • generous medical care
  • insurance and savings plans
  • flexible Work Programs
  • wealth of development programs
  • educational support

Job title

Client Reporting Automation Configurator, Assistant Vice President

Job type

Experience level

Lead

Salary

Not specified

Degree requirement

Bachelor's Degree

Location requirements

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