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.

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.

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.

Desirable Experience

• 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

As a colleague here at S&W you will have access to benefits that include

• Competitive salary
• Private medical insurance
• Life assurance
• Pension contribution
• Hybrid working model (role dependent)
• 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.