About the position
Position overview
The Workflow Analyst Engineer is responsible for analysing, designing, developing, optimising, and maintaining the Sonata RDA business workflows. This role acts as the bridge between business operations and technical implementation, ensuring workflows are efficient, scalable, and aligned to business goals. The ideal candidate has strong analytical skills, experience with workflow or process automation platforms, and a passion for continuous improvement. This role requires working with the proposition, operations, change and development teams to deliver superior customer experiences, low ‘cost to serve’ operation, and ensure enhancements drive operational efficiency and are well controlled and managed.
Key responsibilities
Workflow Analysis Design:
- Analyse new and existing business process requirements to identify bottlenecks, inefficiencies, and improvement opportunities.
- Map current and future-state workflows using BPMN [Sonata RDA BMPN tool].
- Translate detailed requirements from business stakeholders into functional workflow designs.
- Ensure workflows align with company policies, compliance requirements, and operational standards.
Workflow Engineering Automation:
- Build, configure, and maintain automated workflows in Sonata RDA.
- Design workflow logic, triggers, conditions, transitions, correspondence, validations and integrations.
- Implement automation scripts or rules to streamline repetitive manual user tasks and sub-processes.
System Integration Data Flow:
- Integrate workflows with internal and third-party systems (e.g., FICO, MuleSoft [BV, SMS], SSIS, SBS) using available connectors or APIs.
- Ensure data accuracy and consistency across connected systems.
- Manage workflow-related permissions, access, and security controls.
- Manage worksheet-related permissions, access, and security controls.
Operations Support:
- Troubleshoot workflow defects, investigate failures, and resolve logic/configuration problems.
- Provide consulting and support to business stakeholders and end-users on workflow-related questions and improvements.
- Provide support with production incidents and migration-related tasks and issues when required.
- Maintain documentation for all workflows, logic decisions, and change history (Version control).
Reporting Insights:
- Build and maintain dashboards, operational reports, and performance metrics related to workflow efficiency.
- Monitor workflow performance and recommend iterative improvements based on data-driven insights.
- Maintain workflow governance, continuous improvement and best-practice methodologies.
- Ensure workflow standards, naming conventions, and configuration guidelines are adhered to.
- Participate in process and requirements forums, CABs, operational meetings, and Agile ceremonies.
- Promote best practices for workflow design, automation, and lifecycle management.
Required Skills
- Strong understanding of business process analysis and workflow design.
- Experience with workflow or automation tools.
- Knowledge of BPMN, process mapping, or continuous improvement methodologies.
- Analytical mindset with strong problem-solving skills.
- Ability to communicate clearly with both business and technical audiences.
- Confidence working with cross-functional teams and presenting to senior stakeholders.
- Experience working within structured governance frameworks (e.g. COBIT, SAFe).
- A deep understanding of the following:
- Investment and life products (to subject matter expert level).
- Financial services regulation as it relates to investment platform providers.
- How a financial adviser’s business works.
- Change management processes.
Preferred/ Nice-to-Have Skills
- Basic scripting knowledge (e.g., XML, XPath, CSS, SQL, JAVA, HTML, JavaScript (JSON), C, C++, XPDL, XSL).
- Understanding of SOAP and REST APIs, data integration principles, and WSDL.
- Experience with Agile and ITSM practices.
- Exposure to SQL or data querying tools.
- Certification in process improvement (Lean, Six Sigma) or workflow platforms.
Education and Experience
- Diploma or degree in Information Systems, Business Analysis, Engineering, Computer Science, Finance, Investment Management or related field.
- 5–8 years of experience in business process analysis, systems support, workflow automation, or similar role (8-10 years would be advantageous).
- Experience in the following:
- Working in a fast paced, proactive and delivery focused environment.
- Delivering exceptional customer service.
- Solving complex problems for customers (internal or external).
- Building successful relationships and working collaboratively across departmental teams.
- Communicating with Impact: Communicates effectively in both the written and verbal format delivering clear, succinct messages.
- Customer Service: Commits to achieving high quality results and provides a prompt, suitable and personalised service to customer’s that meets their needs. Take personal accountability for delivery.
- Driving for Excellence: Approaches work in an orderly and systematic manner to ensure the achievement of high-quality customer service.
- Analytical Thinking: Understands a situation or problem by breaking it into smaller pieces and tracing the implications of a situation in a step-by-step way.
- Entrepreneurial and Commercial Thinking: Understands the economic environment and able to make well informed business decisions.
- People Skills: The ability to influence a wide range of diverse individuals and groups positively.
- Resilience: Responds to stressful situations in a calm and proactive manner and keeps self and team focused on balancing personal energy with business result.
- Teamwork and Cooperation: Cooperates with others to accomplish common goals.
- Persuading and Influencing: The capacity to persuade, convince and influence others for the purpose of achieving desired results.
- Leading Change: Continually seeks and encourages others to see opportunities for new and innovative approaches to solving organisational problems.
- Trust and Integrity: Shows sincerity, honesty and consistency in words and actions.
Desired Skills:
- Systems Analysis
- Complex Problem Solving
- Programming/configuration
- Critical Thinking
- Time Management
