Automation Analyst

Role Summary
The Automation Analyst supports and executes Abraham Advisors transformation projects by identifying inefficiencies, developing automations, and implementing scalable improvements. This role requires technical strength, analytical thinking, and the ability to deliver measurable results in efficiency and accuracy.

Core Responsibilities
- Analyze, design, and implement automation solutions in partnership with the Automation Project Manager. - Evaluate workflows, identify bottlenecks, and design improvements that eliminate 60–90% of manual tasks. - Develop, test, and implement automations using Excel VBA and RPA tools (Power Automate preferred). - Document each automation clearly with step-by-step detail and maintenance guidance. - Assist in building and refining Abraham Advisors’ internal operational processes. - Participate in daily stand-up meetings and provide status updates on deliverables. - Ensure all work adheres to the firm’s standard of “luxury-grade documentation with a focus on precision, clarity, and measurable improvement.”

Role & responsibilities

Preferred candidate profile