Senior Manager, Business Automation

Senior Manager, Business Automation

The Senior Manager is responsible for the administration of SharePoint, Power BI, and PBI Report Builder for projects in the Business Automation Group. The Senior Manager effectively partners w/ stakeholders and the Business Automation Group to provide the solution against project plans according to scope and schedule while executing the project deliverables.

Champions a customer focused culture to deepen client relationships and leverage broader Bank relationships, systems, and knowledge. Leads and drives a customer focused culture throughout their team to deepen client relationships and leverage broader Bank relationships, systems, and knowledge. Work with the Business Automation Group to identify solutions to complex problems presented by the business across Global Banking and Markets. Partner with technology and program managers to integrate timelines and deliverables into project plans, create business requirement documents, test scripts, user acceptance testing, project artifacts, identify risks / issues / dependencies, and obtain signoffs. Manage quality control / assurance testing process, issue reporting /resolution, and sign-off / approval of project milestones and deliverables. Build efficiency and productivity tools to help the business automate their processes via SharePoint, Power BI, Power Automate, and Paginated Reports. Establish clear and achievable objectives, balance competing demands for quality, scope, time, and cost, and adapt specifications, plans, and approaches to the different concerns and expectations of the various stakeholders. Maintain projects that support efficient and effective delivery while maintaining adherence to internal project management standards. Keep day-to-day activities in a manner consistent with the Bank's risk culture and the relevant risk appetite statement and limits. Communicates the Bank's risk culture and risk appetite statement throughout their teams. Builds a high-performance environment and implements a people strategy that attracts, retains, develops, and motivates their team by fostering an inclusive work environment, communicating vision/values/business strategy, and managing succession and development planning for the team.

Relevant experience in management consulting and/or financial services and/or internal consulting functions within a complex financial institution, with a demonstrated history of executing the role's key accountabilities and at least 2 years evidencing subject matter expertise in SharePoint and Power Platform at an Enterprise level. Minimum of a bachelor's degree in business, finance, technology, or related field. Must be a power user of Microsoft SharePoint and Power BI and PBI Report Builder (O365). Must work independently and be resourceful in finding solutions through various online resources without prior knowledge Gather requirements from business areas and create design documents. Understanding enterprise processes and transforming these into Business Process Flows (Cloud / Desktop). Design, build, and deliver Power BI solutions independently and in a team. Expertise on Power BI and Power BI Report Builder. Design databases for relevant applications in SharePoint, Microsoft Dataverse, and SQL Server. Design and create connectors (standard, premium, custom) in Power Apps. Implement Power Platform solutions that leverage various Office 365 services. Debug and resolve issues with existing cloud / desktop flows and suggest improvements / changes to existing processes. Assume additional responsibilities as assigned / required. Build strong customer focused relationships with the Business, IT teams, and third parties. Required Professional Qualifications: Expertise in Power BI (cloud and desktop dashboards). Power BI Report Builder ability to create paginated reports from Power BI Dashboards. SharePoint Development - design and implement new SharePoint sites, subsites, lists and document repositories. Expertise in designing, developing, and deploying Office 365 solutions including Power Automate (Flow),Power Apps and SharePoint Online. Expertise in creating Data Flows and integrating with other O365 services. Understanding of packaging Power Automate as solutions and deploying in different environments. Strong written and communication skills. Must be able to write operational manuals and provide demos to large audiences. Good understanding of Power Platform, including Power Virtual Agents and Power BI and SQL. Must be motivated, independent, and self-sufficient. Able to receive an assigned task and see it through to completion with minimal supervision. The candidate must be the quintessential team player and a highly skilled communicator. Ability to manage and mentor lower-level resources.

Location(s): United States : Texas : Dallas