Data Automation Analyst – AI & Process Improvement

Capital Management Services • Buffalo, NY

8d • Onsite

About The Position

Capital Management Services is seeking a Data Automation Analyst to apply analytical skills, practical AI experience, and automation tools to improve business processes. The role supports audit, correspondence, and IT control functions by developing solutions that reduce repetitive work, improve accuracy, and strengthen audit readiness. The analyst collaborates with the Programming team, Correspondence team, and IT leadership to take process improvements from idea through implementation.

The position combines workflow automation and data analysis with daily operational support. The analyst will begin with correspondence review, critical-status tracking, and audit data gathering, then expand improvements across departments. The position is full-time, salaried, and exempt, and is performed in an office environment with extended computer use.

Requirements

• A bachelor's degree in Information Technology, Data Analytics, Computer Science, or a related field, or equivalent experience.
• At least two years of hands-on experience automating business processes using Power Automate, UiPath, Python, or similar tools.
• Practical experience using AI tools such as Microsoft Copilot, ChatGPT, or other generative AI platforms, including writing prompts and validating results.
• Strong Excel skills, including formulas, pivot tables, and Power Query.
• Working knowledge of SQL and Microsoft Access, plus proficiency with Word and Outlook.
• Strong problem-solving, organization, and communication skills.
• Ability to manage projects day to day and explain technical changes clearly to nontechnical employees.
• Sound judgment when handling confidential information.
• Typing ability of at least 55 words per minute with 80% accuracy.

Nice To Haves

• AS400/IBM i experience; training is available.
• Experience with Power BI and Python.
• A background in collections, financial services, or another regulated industry.

Responsibilities

• Review existing processes, identify automation opportunities, and measure potential time savings and error reduction.
• Design, test, implement, and maintain automations using tools such as Microsoft Power Automate, Copilot, Python, SQL, Excel/Power Query, and robotic process automation platforms.
• Develop improvements for correspondence review, critical-status tracking, audit data gathering, and processes across other departments.
• Extract, transform, and validate data from AS400/IBM i and other business systems.
• Create reports and dashboards to track audit activity and automation results.
• Document workflows, write standard operating procedures, and train employees on new processes.
• Follow CMS security, compliance, and approved AI-use requirements, including controls, audit trails, and human review of AI output.
• Gather data and documentation for customer and client audits.
• Review IT controls and communication issues and assist with daily departmental audits.
• Review and catalog incoming correspondence and agent critical statuses.
• Complete daily client maintenance in AS400 related to audit requirements.
• Protect the confidentiality of consumer and client information.

Benefits

• Consistent weekday schedule.
• Opportunity to apply AI and automation to real business challenges.
• Direct collaboration with IT leadership and operational teams.
• Work with measurable results, including less manual effort, greater accuracy, and more efficient processes.

What This Job Offers

• Job Type: Full-time
• Career Level: Mid Level