Business Automation Specialist

Role Purpose You will evaluate, optimise, and automate the systems and processes supporting the end-to-end job lifecycle  — from job initiation and cost capture to billing readiness and closure. This role focuses on system effectiveness, process design, and scalability , ensuring accurate job costing, strong data integrity, and seamless flow from operations to finance . Key Responsibilities System Evaluation & Job Lifecycle Mapping Evaluate current systems used for: Job creation and tracking, Job costing (labour, subcontractors, transport, materials) and Billing readiness and closure

Map the end-to-end job lifecycle :  Job setup → execution → cost capture → completion → billing trigger

Identify breakdowns such as:  Missing or incomplete cost data, Weak linkage between job completion and billing, Data inconsistencies across systems

Ensure full traceability from job → cost → revenue

Process Optimisation & Control Design Redesign workflows to improve workflows such as; Data completeness at source,

Timeliness of job closure and billing readiness, Accuracy of job costing

Customer onboarding, Customer Master Data

Define and implement process controls , including: Mandatory data fields

Standard job closure requirements

Clear billing readiness criteria

Eliminate fragmented tracking and manual workarounds

Identify gaps, duplication, and inefficiencies across systems

Drive standardisation of data structures and workflows  across operations and finance

Identify repeat issues and implement simple fixes (templates, data validations, standard work instructions).

Automation & Scalability (Core Focus)   Identify and implement automation opportunities across workflows. Example: Job-to-cost data capture, Completion triggers for billing readiness, Exception alerts (missing data, pricing gaps, incomplete jobs)

Build solutions using: Excel  (advanced formulas, dashboards, structured models)

Power Query  (data consolidation and transformation)

Power Automate/VBA  (workflow automation, approvals, alerts)

Other Automation Tools/Skillsets

Reduce: Manual data entry, Reliance on offline trackers. Cycle time across the job lifecycle

Work with system owners / vendors to improve integration and data flow

Reporting & Operational Visibility Develop dashboards and trackers for: Job status (open, in-progress, completed, billing-ready)

Job costing vs expected revenue

Cycle times across lifecycle stages

Exception tracking (missing data, delays, inconsistencies)

Customer Database

Move reporting from reactive to proactive issue identification

Stakeholder Management Work closely with:

Mobility Advisors, Billing and Operations teams  – job execution, cost capture discipline, billing discipline.

Finance (AR/GL)  – downstream billing and reconciliation alignment, month-end support where needed.

Drive accountability for data quality and process adherence  across teams

Requirements Qualifications & Experience Must Have: Diploma / Degree in Business, Operations, Accounting, Analytics or related

3–5+ years in: process improvement / system analyst roles/ project-based environments

Strong understanding of end-to-end operational workflows / willingness to learn.

Advanced Excel skills: Structured models, XLOOKUP, SUMIFS, pivot tables

Automation skills : Basic VBA/ Power Query/ Power Automate / equivalent skills

Strong analytical and process-mapping capability

Highly Desirable Experience with: Job costing / project-based systems (e.g., logistics, construction, services)

ERP / operations or billing systems

Experience in process reengineering or system implementation

Personal Attributes Systems thinker (understands end-to-end flows, not just tasks)

Proactive in identifying inefficiencies and closing gaps

Strong ownership and follow-through

Comfortable challenging existing processes