Intelligence Workflow Engineer

This is a fully remote position, open to applicants in Alabama, +6 more states.

📋 Description

• Document existing workflows, identify pain points, establish controls, and design target-state processes alongside Bank Operations teams.

• Translate operational requirements into low-code automation and reporting strategies.

• Set acceptance criteria, define success metrics, and outline target outcomes.

• Develop and manage Power Automate workflows, SharePoint frameworks, and Power BI reports.

• Implement approved embedded AI functionalities within operational workflows and reporting processes.

• Configure and enhance data preparation using Power Query.

• Implement operational solutions by following documented change and control protocols.

• Conduct testing for automations and reports, including facilitating user acceptance testing.

• Monitor the health of automations, troubleshoot issues, and restore services as needed.

• Ensure data accuracy and quality of outputs.

• Document root causes, corrective actions, and preventive measures.

• Assist in ensuring data availability and prompt retrieval during audits and compliance checks.

• Facilitate onboarding, training, and change management initiatives.

• Create user manuals and support documentation.

• Track implementation results and suggest iterative improvements.

• Coach and mentor citizen developers and lead intelligent workflow projects.

• Transition completed builds to citizen developers for ongoing support.

• Cultivate a community of practice and advocate for reusable patterns and standards.

• Maintain comprehensive project documentation and operational runbooks.

• Develop, refine, and prioritize backlog items.

• Monitor progress and provide updates on status, risks, issues, and dependencies.

• Engage in team meetings and collaborative sessions.

• Establish standards for the Power Platform and collaborate with IT on access and permission management.

⛳️ Requirements

• Minimum of 2 years of experience in banking or financial services operations.

• Over 3 years of practical experience in operational automation, reporting, and process enhancement; or 5+ years of equivalent operations and automated workflow experience.

• A Bachelor's degree in Business, Analytics, Information Systems, or a related field is preferred.

• Microsoft Power Platform Fundamentals or a related certification is preferred.

• Experience in building and supporting Power Automate workflows within a business operations context.

• Proficient understanding of SharePoint lists/libraries, permissions, and operational process support.

• Experience in creating operational reports and dashboards in Power BI, including foundational data modeling skills.

• Strong skills in Power Query for data cleansing, shaping, and transformation.

• Familiarity with Microsoft embedded AI functionalities and their responsible operational use.

• Sound understanding of deployment processes and pipelines.

• Excellent analytical and problem-solving abilities with a keen eye for detail.

• Capability to gather and convert business requirements into actionable technical tasks.

• Strong communication skills and the ability to partner effectively with stakeholders.

• Capacity to manage multiple projects and priorities in a fast-paced, deadline-oriented environment.

• A process improvement mindset focused on reliability, control, and measurable results.

• Ability to communicate effectively in person, over the phone, and through electronic means.

• Proficiency in frequent computer use, including typing and sustained attention to monitor displays.

• Capability to sit, walk, and/or stand for extended durations; ability to bend and reach.

• For remote positions, a secure, distraction-free environment and a reliable internet connection are essential; mobile hotspots are not acceptable.

🏝️ Benefits

• Flexible remote work arrangement.

• Requirement for a reliable internet connection, with cable or fiber preferred.

• Opportunities for professional growth through coaching, mentoring, and skills enhancement.

• Support for user onboarding, training, and change management initiatives.

• Reasonable accommodations available for individuals with disabilities.