Sign upLog in

Automation & Analytics Engineer

Compunnel, Inc.

Baltimore, MD

Apply
JOB DETAILS
SALARY
$28–$28 Per Hour
JOB TYPE
Temporary, Full-time
SKILLS
Automation, Backlog Prioritization, Best Practices, Brokerage, Data Modeling, Data Quality, Documentation, Error Handling, Finance, Financial Operations, Metrics, Operational Control, Performance Tuning/Optimization, Power BI, Prototyping, Reporting Dashboards, Requirements Management, Risk Management, Securities, Service Level Agreement (SLA), Software Development Lifecycle (SDLC), Standard Operating Procedures (SOP), Training/Teaching, Use Cases, Wealth Management
LOCATION
Baltimore, MD
POSTED
26 days ago
JOB SUMMARY The Automation and Analytics Engineer will design, build, and maintain automation and analytics solutions that improve efficiency and controls across DTC-related processes. This role requires in-depth expertise in Alteryx, UiPath, and Power BI, applied within financial operations, plus working knowledge of DTC workflows and industry utilities. The individual will partner with operations subject-matter experts to translate manual tasks into robust, governed automations and decision-ready dashboards. This is a hybrid role requiring a minimum of 3 days per week in the office. Key Responsibilities * Build Alteryx Designer workflows and schedule via Alteryx Server to integrate multi-source data, standardize outputs, and enable downstream analytics. * Develop UiPath automations (Studio/Orchestrator) to extract, validate, and load data from internal systems and industry utilities (including DTC). * Create Power BI data models, DAX measures, and visuals that deliver consistent metrics/KRIs for line teams and senior management; publish and govern content through enterprise workspaces. * Embed auditability, logging, and error-handling across automations; ensure solutions meet data-handling standards (PII restrictions and role-based access). * Partner with process owners to document SOPs, SLAs, and fallback procedures; socialize changes and provide training for end-users. * Run discovery with DTC/settlements teams to identify automation candidates and quantify benefits (capacity creation, error reduction, reporting efficiency). * Present prototypes and production updates; triage enhancement requests and maintain backlog. * Contribute to Automation Hub use cases and WM Ops communities of practice; share patterns for reusable components across Alteryx/UiPath/Power BI. Required Qualifications * Minimum 1 year in the finance industry, preferably within Wealth Management operations, securities processing, or broker-dealer operations. * Alteryx: Advanced proficiency with Designer (macros, batch/iterative), Server publishing/scheduling, data governance; performance tuning and error-handling. * UiPath: Strong hands-on with Studio/Orchestrator; selectors, queues, REFramework, credential vaults; building resilient bots for web/desktop/API interactions. * Power BI: Deep knowledge of data modeling, Power Query (M), DAX, and visualization best practices; ability to design enterprise-grade dashboards. * Domain: Working knowledge of DTC / Settlement operations. * Ways of Working: Requirements gathering, backlog management, SDLC documentation, and stakeholder communication. Preferred Qualifications * Prior experience automating settlement-adjacent use cases * Knowledge of KRI frameworks and operational risk/control reporting in WM Ops. Education: Bachelors Degree

About the Company

C

Compunnel, Inc.