At a Glance
- Tasks: Lead strategic initiatives in client onboarding, data governance, and operational excellence.
- Company: Join one of the UK's fastest-growing accountancy firms with a rich history.
- Benefits: Enjoy private medical insurance, generous holidays, and professional development support.
- Other info: Diverse and inclusive workplace committed to employee growth and well-being.
- Why this job: Shape the future of client onboarding while driving innovation and transformation.
- Qualifications: Experience in MI, data analytics, and strong leadership skills required.
The predicted salary is between 60000 - 80000 £ per year.
- Office Location: Birmingham (103 Colmore Row)
- Company Description
At S&W, we help our clients thrive by simplifying the complex, illuminating new paths, and shaping solutions that make a difference.
As one of the UK’s top 10 fastest-growing accountancy firms, we have been a trusted partner since 1881—helping businesses and individuals meet challenges and seize opportunities across generations.
Built on expertise and driven by ambition, we provide a comprehensive range of services, including tax and accountancy, advisory and assurance, corporate finance, and restructuring.
We are defined by our purpose—to help navigate challenges, unlock potential, and achieve the extraordinary.
What will you be doing?
We are seeking a Senior Manager, MI & Transformation join our Client Onboarding team in Birmingham
This is a strategic leadership role responsible for shaping the future of the client onboarding through management information, operational insight, data governance and transformation.
Reporting into the Head of Client Onboarding - Operations and Strategy, the role is responsible for;
- Leading the firms MI capability while driving operational excellence, technology adoption and strategic change across end-to-end onboarding lifecycle.
- Delivering end-to-end ownership of management information, executive reporting, KPI and KRI frameworks, Power BI development, and data governance across the Client Onboarding function.
- Acting as the primary liaison with central Data and Technology teams to ensure data integrity, consistency, and scalability is applied across the Client onboarding and the KYC department.
- Being responsible for identifying, leading, and delivering transformation initiatives across the onboarding and KYC lifecycle, including process redesign, AI automation opportunities, operational efficiency programmes, and strategic change projects.
- Having line management responsibility for MI Analysts, Data Analysts, Project resources, or other support colleagues as the function evolves.
Job Description
What will you be doing?
We are seeking a Senior Manager, MI & Transformation join our Client Onboarding team in Birmingham
This is a strategic leadership role responsible for shaping the future of the client onboarding through management information, operational insight, data governance and transformation.
Reporting into the Head of Client Onboarding - Operations and Strategy, the role is responsible for;
- Leading the firms MI capability while driving operational excellence, technology adoption and strategic change across end-to-end onboarding lifecycle.
- Delivering end-to-end ownership of management information, executive reporting, KPI and KRI frameworks, Power BI development, and data governance across the Client Onboarding function.
- Acting as the primary liaison with central Data and Technology teams to ensure data integrity, consistency, and scalability is applied across the Client onboarding and the KYC department.
- Being responsible for identifying, leading, and delivering transformation initiatives across the onboarding and KYC lifecycle, including process redesign, AI automation opportunities, operational efficiency programmes, and strategic change projects.
- Having line management responsibility for MI Analysts, Data Analysts, Project resources, or other support colleagues as the function evolves.
Qualifications
- To be successful in this role, you should have
- Significant experience in operational MI, business intelligence, data analytics, or transformation roles.
- Advanced Power BI development and dashboard design experience, Advanced Excel and data visualisation skills.
- Strong understanding of KPI, KRI, SLA, and performance management frameworks.
- Experience establishing and managing data governance and data quality controls.
- Proven ability to interpret complex datasets and translate findings into actionable business insight.
- Experience leading business transformation and operational improvement programmes.
- Strong project and change management skills.
- Strong knowledge of Client Onboarding, KYC, CDD, AML, or operational risk processes preferred.
- Experience working with Power Platform
- Experience managing teams and developing colleagues
- Additional Information
- As a colleague here at S&W you will have access to benefits that include
- Private medical insurance
- Life assurance
- Pension contribution
- Generous holiday package
- Option to purchase additional holiday
- Shared parental leave
- Fully funded training towards professional qualifications
- Cycle to work scheme
- Season ticket loan
- Eye care support
We are proud to value the differences that a diverse workforce brings, representative of society and our clients.
At S&W we have a wide range of highly active employee resource groups and we’re delivering multiple diversity, equity and inclusion initiatives across the organisation.
It is our commitment to provide a workplace where all colleagues, regardless of identity, background, or circumstance, feel respected as individuals and feel that they can achieve their full potential and work in a safe, supportive, and inclusive environment.
We are happy to make any reasonable adjustments to accommodate for your needs throughout the application process. Please let your Recruiter know.
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Senior Manager, MI & Transformation in Birmingham employer: SW Group
At S&W, we pride ourselves on being one of the UK’s top 10 fastest-growing accountancy firms, offering a dynamic work culture that fosters professional growth and collaboration. Our London office provides a supportive environment where employees are encouraged to develop their skills through comprehensive training and mentorship, while enjoying a competitive salary and generous benefits, including private medical insurance and a hybrid working model. Join us to be part of a diverse team dedicated to making a meaningful impact in the world of restructuring and recovery services.
StudySmarter Expert Advice🤫
We think this is how you could land Senior Manager, MI & Transformation in Birmingham
✨Tip Number 1: Get Involved in Consulting Case Competitions
Look for case competitions hosted by universities and consulting firms. They’re a fab way to showcase your problem-solving skills and meet industry players. Plus, winning one can seriously boost your CV, which we know is key when applying for roles like Senior Manager, MI & Transformation at SW Group!
✨Tip Number 2: Leverage Alumni Networks
Tap into your university’s alumni network; many consultants love to help out new talent. Reach out to alumni who are working in management consulting, they might have insider knowledge about openings at firms like SW Group or be willing to refer you for that Senior Manager, MI & Transformation position!
✨Tip Number 3: Attend Industry Events and Conferences
Keep an eye on management consulting events, workshops, or panels. These are prime opportunities to network with top professionals and get your name out there. You might even bump into someone from SW Group who’s on the lookout for their next Senior Manager, MI & Transformation star!
✨Tip Number 4: Polish Your Consulting Skills Online
Engage with online platforms that offer consulting simulations or courses. Prove your chops by completing relevant projects — this not only beefs up your experience but also gives you concrete examples to chat about during interviews for that full-time Senior Manager, MI & Transformation role at SW Group!
We think you need these skills to ace Senior Manager, MI & Transformation in Birmingham
Some tips for your application 🫡
Show Your Problem-Solving Skills:In management consulting, it's all about problem-solving—so make sure your CV highlights your analytical and critical thinking skills. Include examples from your studies or previous roles where you tackled complex issues or came up with innovative solutions. Quantify your achievements whenever possible to demonstrate your impact!
Tailor Your Cover Letter:Your cover letter is your chance to explain why you're a perfect fit for the consulting world. Focus on your motivation for joining the industry and how your skills align with the requirements of the role at SW Group. Remember to mention any relevant coursework or projects that showcase your understanding of strategic frameworks or business models!
Highlight Team Experience:Consultants often work in teams, so it's vital to showcase your collaborative skills. Include experiences where you've worked effectively with others, whether in academic group projects or internships. Discuss your role in the team and how you helped achieve common goals, demonstrating you can thrive in a consultancy environment.
Professionalise Your Online Presence:Make sure your LinkedIn and any other professional profiles are up to date, reflecting your career aspirations in management consulting. Connect with industry professionals and follow relevant groups—show you’re serious about entering this field. Applying through our website is a great way to get noticed, so showcase your personality and enthusiasm there!
How to prepare for a job interview at SW Group
✨Master the Case Study Game
In management consulting, case study interviews are all the rage. Make sure to practice structuring your thoughts and analysing data on the fly. Use resources like example case studies to get comfortable with frameworks and solutions. Remember, it’s not just about getting the right answer but showcasing your thought process, so talk us through your reasoning!
✨Know Your Numbers
Be prepared for some numerical and analytical questions. Brush up on your mental math and be ready to interpret data from charts or graphs. We might throw some business scenarios at you that require a quick turnaround on numerical analysis, so practice these skills to feel confident and swift!
✨Show Your Leadership Flair
As this is a full-time role, we want to see your potential as a seasoned consultant. Be ready to discuss experiences where you've led a project or a team. Think about times you've influenced decisions or navigated challenges—this is your chance to show how you can thrive in a fast-paced, collaborative environment.
✨Be a Cultural Fit
We’re not just looking for brains; we want to see if you vibe with our company culture at SW Group. Prepare to share how your values align with ours. Have a think about what makes a great team environment for you and how you can contribute to that. A good cultural fit goes a long way in management consulting!
