Manager, Process Improvement and End User Automation

Prudential’s purpose is to be partners for every life and protectors for every future. Our purpose encourages everything we do by creating a culture in which diversity is celebrated and inclusion assured, for our people, customers, and partners. We provide a platform for our people to do their best work and make an impact to the business, and we support our people’s career ambitions. We pledge to make Prudential a place where you can Connect, Grow, and Succeed.

The Process Improvement and End User Automation Manager is responsible for driving business productivity, operational efficiency, and data-driven decision-making through automation, analytics, and process optimization. The role leads the design, development, and deployment of end-user automation solutions using tools such as Alteryx, Microsoft Power Platform (Power Automate, Power BI, Power Apps), Agentic AI technologies, and other low-code/no-code platforms.

The incumbent will partner with business stakeholders to identify improvement opportunities, streamline processes using Lean Six Sigma methodologies, automate manual activities, improve reporting capabilities, and establish scalable digital solutions that reduce operational risk while enhancing user experience.

Key Roles & Responsibilities:

1. Data Analytics & Business Intelligence

- Develop data analytics solutions that provide actionable insights for business and operational decision-making.

- Design and implement automated data preparation, cleansing, transformation, and validation workflows using Alteryx and other analytics tools.

- Develop dashboards, scorecards, and management reporting using Power BI and other visualization tools.

- Comply to data quality controls and governance standards to improve reporting accuracy and reliability.

- Work closely with business teams to translate analytical requirements into scalable solutions.

2. Process Automation & Digital Transformation

- Design and implement automation solutions that eliminate manual effort and improve process efficiency.

- Develop and maintain workflows using Power Automate, Power Apps, Alteryx, and other automation technologies.

- Identify automation opportunities across finance, operations, HR, customer service, and corporate functions.

- Evaluate existing processes and redesign them to maximize automation potential.

- Develop reusable automation frameworks, templates, and standards.

- Monitor automation performance and continuously optimize deployed solutions.

3. Process Excellence & Continuous Improvement

- Lead business process improvement initiatives using Lean, Six Sigma, Kaizen, and continuous improvement methodologies.

- Facilitate process mapping workshops to identify bottlenecks, failure points, and inefficiencies.

- Conduct root cause analysis and recommend sustainable solutions.

- Establish process performance metrics, KPIs, and benefits tracking mechanisms.

- Drive simplification, standardization, and harmonization of business processes.

- Support operational excellence initiatives across functions.

- Embed a culture of continuous improvement and innovation.

4. Agentic AI & Intelligent Automation

- Evaluate, pilot, and deploy Agentic AI solutions to enhance finance operations and decision-making.

- Identify suitable use cases within the Finance VSS functions that the team is supporting.

- Comply to governance, controls, security, and ethical use guidelines for AI solutions.

- Comply to responsible AI adoption aligned with enterprise standards.

- Partner with business and technology stakeholders to develop AI solutions that can be scaled when required.

5. Stakeholders Management and Business Partnership

- Engage business stakeholders to understand challenges and identify opportunities for automation and analytics.

- Manage demand intake, prioritisation, and delivery pipelines.

- Present recommendations, progress updates, and value realisation outcomes to management.

- Facilitate alignment between business, technology, risk, and governance teams.

6. Governance, Risk & Controls

- Comply to governance standards for end-user-developed solutions.

- Comply to organizational policies, security standards, and regulatory requirements.

- Implement appropriate controls for automation workflows and reporting solutions.

- Maintain documentation, audit trails, and operational support procedures.

- Conduct solution health checks and periodic reviews to ensure sustainability.

7. Capability Development

- Lead and guide a team of automation developers, analysts, and citizen developers.

- Follow development standards, quality assurance practices, and delivery methodologies.

- Drive capability building across the Finance function through training and coaching.

- Support culture of innovation, collaboration, and continuous learning.

- Support communities of practice for Power Platform, Alteryx, and AI solutions .

Minimum Job Requirement

Qualification:

- Bachelor's Degree or in Information Systems, Computer Science, Data Analytics, Engineering, Finance, Business or related discipline, or ACCA equivalent.

- Master's Degree is an advantage.

- Other Preferred Qualifications:
- Lean Six Sigma Green Belt or Black Belt.

- Microsoft Certified: Power Platform Functional Consultant.

- Microsoft Certified: Power BI Data Analyst Associate.

- Alteryx Designer Core Certification.

- Project Management certification (PMP, PRINCE2, Agile) is advantageous.

- AI-related certifications are desirable.

Key Skills & Experience:

- 5+ years of experience in analytics, automation, process improvement, or digital transformation.

- Proven experience delivering automation solutions using Power Platform, Alteryx, or similar technologies.

- Experience implementing process improvement initiatives with measurable business outcomes.

- Experience working with business stakeholders across multiple functions.

- Experience in finance transformation, shared services, insurance, banking, healthcare, or large enterprise environments is preferred.

- Demonstrated experience in successful delivering of AI-enabled or intelligent automation solutions is advantageous.

- Technical Expertise in:
- Analytics & Reporting
- Alteryx Designer

- SQL

- Data Modeling

- Power BI

- Tableau (desirable)

- Advanced Excel

- Automation
- Microsoft Power Automate

- Power Apps

- Power Platform

- VBA (desirable)

- RPA platforms (UiPath, Automation Anywhere, Blue Prism)

- AI & Emerging Technologies
- Microsoft Copilot

- Azure AI Services

- Agentic AI Platforms

- Large Language Models (LLMs)

- AI Workflow Orchestration

- Process Excellence
- Lean Six Sigma

- Value Stream Mapping

- Root Cause Analysis

- Process Mining

- Business Process Management

Other Requirements:

- Key Competencies
- Leadership
- Strategic Thinking

- Change Leadership

- Innovation Mindset

- Results Orientation

- Business
- Business Process Optimization

- Stakeholder Management

- Benefits Realization

- Data-Driven Decision Making

- Technical
- Analytical Thinking

- Solution Design

- Automation Architecture

- AI Adoption & Governance

- Interpersonal
- Communication & Influencing

- Facilitation Skills

- Collaboration

- Problem Solving

Prudential is an equal opportunity employer. We provide equality of opportunity of benefits for all who apply and who perform work for our organisation irrespective of sex, race, age, ethnic origin, educational, social and cultural background, marital status, pregnancy and maternity, religion or belief, disability or part-time / fixed-term work, or any other status protected by applicable law. We encourage the same standards from our recruitment and third-party suppliers taking into account the context of grade, job and location. We also allow for reasonable adjustments to support people with individual physical or mental health requirements.