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 hav…
Skills: Power BI, Data Analytics, Management Information, Data Governance, Business Transformation
Working hours: 35 hours per week, Monday to Friday Duration: Permanent Location: Birmingham Job Ref: 204727 About the role Ecclesiastical Insurance, who are proudly part of Benefact Group are looking for three Senior Pro…
Senior Underwriter – Middle Market Technology Overview We are currently hiring for a Senior Underwriter in our Manchester or Birmingham office to drive profitable growth across our Middle Market Technology portfolio whil…
Overview & Responsibilities Are you looking for an entry-level position with a clear path to management? Do you want to be part of a growing financial services company that rewards performance and gives back to its commu…
Why join us? We are seeking an experienced Senior Associate to join our expanding Private Capital team. Our Private Client practice has established a strong reputation for delivering commercially focused, highly personal…
Company Description Work with Us. Change the World. At AECOM, we're delivering a better world. Whether improving your commute, keeping the lights on, providing access to clean water, or transforming skylines, our work he…
Skills: Project Planning, Cost Forecasting, Earned Value Management, MS Project, Primavera P6
Senior Manager - Global Mobility Tax - Manchester/Birmingham
Birmingham, England, United Kingdom · Hybrid
Senior+
At EY, you’ll have the chance to build a career as unique as you are, with the global scale, support, inclusive culture and technology to become the best version of you. And we’re counting on your unique voice and perspe…
Senior Manager - Global Mobility Tax - Manchester/Birmingham
Birmingham, England, United Kingdom · Hybrid
Senior
At EY, you’ll have the chance to build a career as unique as you are, with the global scale, support, inclusive culture and technology to become the best version of you. And we’re counting on your unique voice and perspe…
Corporate Tax Advisory and Compliance – Assistant Manager The Team: At KPMG, our values define who we are and the way we do business. As a leading professional services firm, we know that our strength and capability come…
Faculty Tutor Reference number: JR257221 Location: Birmingham Working pattern: Full Time, 37.5 hours per week Contract Type: Permanent Number of roles: 1 Grade: AAT, T1, T2, T3, CTA Salary: £49,736 - £51,625 per annum We…
Company:Mercer Description: We are seeking a talented Senior Health & Protection Consultant to join our Large Corporate Consulting Team at Mercer Marsh Benefits (MMB). This role will be based in our London, Chichester or…
Head of Cross-sell & Early Engagement, Unsecured Lending (Acquisition)
Birmingham, England, United Kingdom · On-site
Senior+$16B raised
If you’re looking for a career that will help you stand out, join HSBC, and fulfil your potential - whether you want a career that could take you to the top, or an exciting new direction, we offer opportunities, support …
Who are we? Howden is a global insurance group with employee ownership at its heart. Together, we have pushed the boundaries of insurance. We are united by a shared passion and no-limits mindset, and our strength lies in…
Skills: Requirements Engineering, Process Modelling, Data Analysis, Stakeholder Management, User Stories
Company Description Egis is a leading global architectural, consulting, construction, engineering, operations and mobility services firm. We create and operate intelligent infrastructure and buildings that both respond t…
OUR IMPACT The Corporate Planning & Management (CPM) division integrates financial planning, spend management, third-party risk management, product management and engineering teams to support strategic decisions across t…
Where You’ll Work Virginia Mason Franciscan Health has a rich history of providing exceptional healthcare, dating back to 1891. Building upon a legacy of compassionate care and innovation, our organization has evolved ov…
Who Are We? Taking care of our customers, our communities and each other. That’s the Travelers Promise. By honoring this commitment, we have maintained our reputation as one of the best property casualty insurers in the …
Who are we? Howden is a global insurance group with employee ownership at its heart. Together, we have pushed the boundaries of insurance. We are united by a shared passion and no-limits mindset, and our strength lies in…
Tax Manager - Global Mobility Services - Reading/ Bristol
Birmingham, England, United Kingdom · On-site
Senior
Tax Manager – Global Mobility Services Location: Reading or Bristol KPMG Overview Joining KPMG means joining a talented team of exceptional colleagues who bring innovative thoughts and a natural curiosity to the work the…
Skills: Global Mobility Services, International Tax, UK Expat Tax, Tax Briefings, Tax Returns
Sign up with Clera and we'll reach out the moment a role actually fits you — no more spraying applications into the void.
Full-time
Competitive Salary, Private Medical Insurance, Life Assurance, Pension Contribution, Hybrid Working Model, Generous Holiday Package
Posted 19d ago
~40 hrs/week
Responsibilities
Lead the firm's MI capability and drive operational excellence and strategic change across the end-to-end client onboarding lifecycle. Responsible for executive reporting, data governance, and delivering transformation initiatives including AI automation and process redesign.
Requirements
Requires significant experience in operational MI, business intelligence, and transformation roles with advanced Power BI and Excel skills. Knowledge of KYC, AML, and performance management frameworks is highly preferred.
Full job description
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.
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
Additional Information
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.
Meet the people behind your future.
As a UK leader in wealth management, our promise is simple: to provide the inspiration and expertise to help you embrace what's next.
It’s what drives everything we do and our people are central to how we deliver it. From our financial planners and investment managers to our wider team, we’re committed to understanding what matters most to you, and helping you move forward with purpose.
Offices: 45 Gresham Street, London, EC2V 7BG, GB · 7 Albyn Terrace, Aberdeen, Scotland AB10 1YP, GB · 103 Colmore Row, Birmingham, England B3 3AG, GB · 2 Poole Road, Second Floor, Midland House, Bournemouth, BH2 5QY, GB · Western Road, The Observatory, Bracknell, RG12 1RF, GB
How many Finance & Accounting jobs are open in Birmingham, United Kingdom right now?
There are currently 428 open finance & accounting positions in Birmingham, United Kingdom listed on Clera. New openings are added daily as companies post roles.
Which companies are hiring for Finance & Accounting roles in Birmingham, United Kingdom?
Companies currently hiring include PwC UK, HSBC, Goldman Sachs, Howden Ireland, Turner & Townsend, among others. Browse the listings above to see every active employer.
Are there remote or hybrid Finance & Accounting jobs in Birmingham, United Kingdom?
Yes — 271 of the 428 open finance & accounting positions offer remote or hybrid work (25 remote, 246 hybrid).
How do I apply for Finance & Accounting jobs in Birmingham, United Kingdom?
Each listing links directly to the employer's application page. Apply early — fresh listings get the most recruiter attention in the first two weeks.