MI/Workflow Officer
Core
Producing accurate, timely management information and operational reporting for Client Onboarding and KYC departments, while managing workflow tools and supporting transformation initiatives.
Role type
Senior Management Information (MI) & Workflow Officer
Builds
Operational dashboards, recurring reports, workflow trackers, and data controls for onboarding and KYC teams.
Domain
Financial Services / Client Onboarding / KYC
Deliverable
dashboards & analysis
Required skills
Excel (advanced), data analysis, workflow management, stakeholder communication, process improvement, data quality governance, reporting logic documentation, system testing, requirements gathering.
Preferred skills
Power BI, Power Query, SharePoint, Microsoft Lists, business analysis, project delivery.
Technologies
Excel, Power BI, Power Query, SharePoint, Microsoft Lists
Responsibilities
Design and maintain management information and operational reporting; analyze operational data to identify trends and risks; maintain workflow tools and operational trackers; support transformation initiatives and technology-led improvements; document reporting logic and data definitions; escalate emerging risks and control gaps.
Seniority
Senior, hands-on IC
