At Lendmark Financial Services, we believe the success of our company is specifically attributable to the quality of our employees and their commitment to our customers. We value each customer and understand that people want to do business with people who care. That’s one way we differ from our competitors. We are proud of what we as a team have accomplished. We will always strive for improvement, our motto since day one has been “Success is the only option.”

Lendmark Financial Services offers a comprehensive benefits package for employees and dependents that includes medical, dental, vision benefits, paid time off, paid holidays, 401(k), life insurance, long-term disability, tuition assistance and an employee assistance program. We also offer optional benefits such as critical care, auto, home and pet insurance as well as other ancillary insurance options.

Please note: This position is on-site, in either our Covington GA Operations Office or our Lawrenceville GA Corporate office.

SUMMARY

The Business Process Automation Analyst is responsible for identifying, developing, and supporting automation solutions that improve reporting efficiency, streamline business processes, and reduce manual work across the organization. This role works closely with business stakeholders to document requirements, evaluate automation opportunities, and implement practical solutions using reporting tools, workflows, and emerging AI technologies.

MAJOR DUTIES/RESPONSIBILITIES

• Reporting & Process Automation 30%

• Identify opportunities to automate recurring reports and manual business processes.

• Develop and maintain automated reports, dashboards, and data workflows.

• Create and support automated notifications, alerts, and scheduled reporting processes.

• Work with stakeholders to gather requirements and translate them into automation solutions.

• Troubleshoot and resolve issues related to automated processes and reporting.

• Process Improvement 25%

• Document current business processes and identify opportunities for efficiency improvements.

• Perform process mapping and workflow analysis.

• Support implementation of process improvements and automation initiatives.

• Monitor automation performance and recommend enhancements.

• AI & Emerging Technology Support 20%

• Evaluate and test AI-powered tools and automation technologies.

• Contribute to the design, development, and maintenance of AI agents and workflow automations.

• Support users in adopting AI-enabled solutions.

• Stay informed on emerging automation and AI capabilities.

• Data & Analytics Support 15%

• Develop reports and dashboards using Power BI, Excel, SQL, and related tools.

• Perform data validation and quality assurance testing.

• Support ad hoc reporting and analysis requests.

• Prepare summaries and documentation for business users and leadership.

• Collaboration & Communication 10%

• Partner with Operations, Analytics, IT, Risk, and other business teams.

• Provide updates on automation projects and enhancements.

• Educate users on new automation solutions and reporting tools.

• Maintain documentation and process guides.

BASIC REQUIREMENTS

• Bachelor's degree in Business, Information Systems, Analytics, Computer Science, or related field.

• 2–5 years of experience in analytics, reporting, business systems, automation, or process improvement.

• Experience using Excel and reporting tools.

• Strong problem-solving and analytical skills.

• Effective written and verbal communication skills.

• Ability to manage multiple assignments and priorities.

PREFERRED QUALIFICATIONS

• Experience with Power BI, Power Automate, Power Apps, or Microsoft Fabric.

• Basic SQL knowledge.

• Exposure to Python or scripting languages.

• Familiarity with AI tools such as Copilot, ChatGPT, or AI agents.

• Experience documenting business processes and requirements.

• Financial services experience preferred.

COMPENSATION

• The salary range for this position is competitive based on the job duties as well as the specific Knowledge, Skills, Abilities and Experience of the selected candidate.

• This position is eligible for Semi Annual Incentive compensation based on individual and company performance guidelines.

WORKING CONDITIONS

• Normal office environment

If you are interested in a fast paced, high growth, team oriented and great culture environment, you'll enjoy a career with us!