automation / analytics specialist.

Join our team in the heart of Harbor Point. This role offers the opportunity to design, build, and maintain automation and analytics solutions that improve efficiency and controls across DTC-related processes.

The ideal candidate brings in-depth expertise in Alteryx, UiPath, and Power BI, applied within financial operations, plus working knowledge of DTC workflows and industry utilities. You will partner with operations subject-matter experts to translate manual tasks into robust, governed automations and decision-ready dashboards. Qualifications

Required

• Experience: 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, and performance tuning.
  
  
• UiPath: hands-on experience with Studio/Orchestrator, selectors, queues, REFramework, and credential vaults.
  
  
• Power BI: Deep knowledge of data modeling, Power Query (M), DAX, and visualization best practices.
  
  
• Domain: Working knowledge of DTC / Settlement operations.
  
  
• Soft Skills: Experience in requirements gathering, backlog management, and stakeholder communication.
  
  

Preferred

• Prior experience automating settlement-adjacent use cases.
  
  
• Knowledge of KRI frameworks and operational risk/control reporting in WM Ops.
  
  

Core Competencies

• Analytical problem solving and data wrangling at scale.
  
  
• Process redesign and an "automation-first" mindset.
  
  
• Ability to manage change and documentation discipline (testing, SDLC).
  
  
• communication skills to bridge the gap between operations and technology.
  
  

Education

• Bachelor’s degree in Finance, Information Systems, Engineering, or a related field (or equivalent professional experience).
  
  

salary: $29 - $30 per hour
shift: First
work hours: 9 AM - 5 PM
education: High School

Responsibilities

Key Responsibilities

Solution Design & Delivery

• 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.
  
  

Operational Excellence & Controls

• 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.
  
  

Stakeholder Engagement

• 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.
  
  

Continuous Improvement

• Contribute to Automation Hub use cases and WM Ops communities of practice; share patterns for reusable components across Alteryx/UiPath/Power BI.
  
  

Skills

Power BI (1 year of experience is required)

Analytical Thinking (1 year of experience is required)

Problem Solving (1 year of experience is required)

Finance (1 year of experience is required)

Settlement operations (1 year of experience is required)

Solution Design / Delivery (1 year of experience is required)

Business operations (1 year of experience is preferred)

Qualifications

Years of experience: 2 years

Experience level: Experienced

Randstad is a world leader in matching great people with great companies. Our experienced agents will listen carefully to your employment needs and then work diligently to match your skills and qualifications to the right job and company. Whether you're looking for temporary, temporary-to-permanent or permanent opportunities, no one works harder for you than Randstad.

Equal Opportunity Employer: Race, Color, Religion, Sex, Sexual Orientation, Gender Identity, National Origin, Age, Genetic Information, Disability, Protected Veteran Status, or any other legally protected group status.

At Randstad, we welcome people of all abilities and want to ensure that our hiring and interview process meets the needs of all applicants. If you require a reasonable accommodation to make your application or interview experience a great one, please contact HRsupport@randstadusa.com.

Pay offered to a successful candidate will be based on several factors including the candidate's education, work experience, work location, specific job duties, certifications, etc. In addition, Randstad offers a comprehensive benefits package, including: medical, prescription, dental, vision, AD&D, and life insurance offerings, short-term disability, and a 401K plan (all benefits are based on eligibility).

This posting is open for thirty (30) days.