Description

Essentials

• Design, develop, and maintain automation solutions using VBA, Power Apps, Power Automate, Power BI, SQL, SharePoint, Excel, and Microsoft 365 tools.

• Build Canvas Apps and Model-Driven Apps to digitize business processes, forms, validations, and operational workflows.

• Develop Power Automate cloud flows and, where required, desktop flows for approvals, alerts, notifications, data movement, and process orchestration.

• Integrate Power Apps and Power Automate with SharePoint, Outlook, Teams, Excel, Dataverse, SQL, and other enterprise applications/connectors.

• Develop automated reports, reconciliations, dashboards, data validations, and exception management solutions for insurance and finance operations.

• Analyze insurance business processes and identify opportunities for automation, optimization, standardization, and control improvement.

• Work with stakeholders to gather requirements and translate business needs into scalable low-code/no-code technical solutions.

• Perform unit testing, UAT support, deployment, troubleshooting, production monitoring, and post-implementation support.

• Create and maintain technical documentation, SOPs, user guides, solution design documents, and process control documents.

• Follow Power Platform governance, security, environment management, version control, and solution lifecycle best practices.

• Collaborate with business, operations, technology, and transformation teams to drive continuous improvement initiatives.

Responsibilities

Primary Internal Interactions

• Business teams, Finance & Accounting teams, operational leadership, transformation champions, and senior management.

• Technology, Infrastructure, Information Security, Data Governance,



Automation COE, Reporting, and Analytics teams.

• Developers, testing teams, SMEs, and process owners across insurance operations.

Qualifications

• Hands-on experience in Power Apps, Power Automate, VBA, Power BI, SQL, SharePoint, and Microsoft 365 technologies.

• Strong proficiency in Microsoft Excel, VBA Macros, Canvas Apps, Model-Driven Apps, cloud flows, and workflow automation.

• Experience with Dataverse, SharePoint Lists/Libraries, Outlook/Teams integration, connectors, APIs, and data source integration.

• Understanding of Power Platform security roles, environments, governance, ALM, solution packaging, and deployment practices.

• Strong analytical, problem-solving, debugging, and solution design skills.

• Know-how of Insurance and Finance processes, preferably Insurance.

• Experience in Finance & Accounting, reporting, operations, shared services, or business process automation.

• Ability to identify automation opportunities, document current-state processes, and propose future-state digital workflows.

• Delivery experience in a business-aligned IT or low-code transformation environment.

• Excellent presentation, verbal, and written communication skills.

• Solid stakeholder management, requirement-gathering, and consultative communication skills.

• Excellent analytical skills and aptitude for problem solving, including data analysis and validation.

• Able to work independently and as part of a cross-functional team.

• Good verbal and written communication skills with the ability to interact across all levels of the organization.

• Good listening, facilitation, and consultative skills.

• Good negotiation, influencing, persuasion, and interpersonal skills.

📌 Lead Assistant Manager (Noida)
🏢 EXL
📍 Noida