Data & Automation Specialist MMH260915-3

Role Purpose

The Data & Automation Specialist supports the Finance Automation, Data and BI team by improving finance and operational processes through practical automation, data preparation, SQL-based solutions and controlled business tools. The role focuses on reducing manual effort, improving reliability, strengthening controls and supporting the data foundations needed for reporting and operational decision-making.

The specialist will work closely with stakeholders to identify automation opportunities, translate business requirements into technical solutions and provide ongoing support for automated processes, applications and business intelligence assets. This role supports the broader Business Intelligence function through the delivery of scalable automation and data solutions rather than traditional reporting and dashboard development

Requirements

• Grade 12 / Matric.
• BCom or BSc. degree or other relevant qualification in computer science, data science, Information Systems, Finance, or related field.

Advantageous

• Post graduate degree in relevant field would be beneficial.
• Microsoft BI stack exposure, including Power BI, SSIS, SSRS, SSAS tabular models or related reporting technologies.
• Python, VBA, Power Apps or other approved scripting and low-code tools.
• Data warehousing, dimensional modelling or modern data platforms such as Azure, AWS, Databricks, Snowflake or Microsoft Fabric.
• Exposure to finance, asset management, investment administration or stockbroking environments.
• Relevant Microsoft, automation, data, analytics or Agile certifications.
• Practical use of approved AI tools to improve productivity, analysis, documentation or solution delivery.

Duties and Responsibilities

Process Automation & Optimisation

• Identify, assess and document opportunities for automation and process improvement.
• Design, build and maintain practical automation solutions using approved tools such as UiPath, Power Automate or similar technologies.
• Analyse existing business processes and redesign them to improve efficiency, control and scalability.
• Develop automated solutions to reduce manual effort, improve turnaround times and lower operational risk.
• Monitor existing automations, investigate failures and perform root-cause analysis where issues occur.
• Recommend improvements to make automations more stable, supportable and less dependent on key individuals.

Data & SQL Development

• Develop and support SQL-based solutions used in finance, operational and reporting processes.
• Optimise SQL queries, stored procedures and data processing routines.
• Design and maintain data structures required for automation and reporting solutions.
• Build data validation, reconciliation and exception-reporting controls to improve data quality and confidence in outputs
• Support data integration across approved internal and external systems where required.

Business Requirements & Solution Design

• Engage with stakeholders to understand business requirements and operational challenges.
• Translate business requirements into clear solution designs, technical specifications and practical delivery plans.
• Challenge inefficient processes constructively and help stakeholders simplify before automating.
• Document process flows, logic, dependencies, test results, support procedures and handover notes.
• Conduct solution testing and support user acceptance testing before implementation.
• Work with relevant technology, data and business teams to ensure solutions are sustainable and aligned to approved standards.

Application Development & Support

• Develop and support practical business tools using approved low-code, automation and scripting technologies.
• Provide user support and troubleshooting for automation, data and business tools that fall within the team’s support scope.
• Maintain clear documentation, support procedures and knowledge-sharing material to reduce operational dependency.
• Ensure solutions include appropriate controls, error handling, access considerations and exception management.

Business Intelligence Support

• Support existing Power BI and reporting solutions where required, particularly where they depend on finance data, automation outputs or operational datasets.
• Assist with data modelling and preparation of datasets for reporting purposes.
• Contribute to improvements in the Finance BI environment by helping to make data sources more reliable, controlled and easier to support.

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