Automation Specialist (03112026 - PTAS)

Position: Automation Specialist

Number of hours: TBD

Schedule: UK Timezone

Key Responsibilities

• Review existing form-to-spreadsheet workflows and analyze current data processing methods

• Reverse engineer spreadsheet calculations to understand how metrics and reports are generated

• Identify required metrics, data points, visualizations, and report outputs for the new dashboard

• Configure Power BI to connect with Microsoft Forms or other data collection systems

• Clean, transform, and structure collected data to support accurate reporting

• Build reusable data models and automated processes for ongoing data imports

• Design and develop interactive dashboards with filters, charts, graphs, and visualizations

• Replicate and improve existing reporting processes through structured dashboard design

• Enable automated export of reports in PDF or PowerPoint format for internal and client use

• Test dashboards using live data to ensure accuracy and system connectivity

• Provide documentation of the automation workflow and dashboard setup

• Conduct walkthroughs, demos, and training sessions for internal teams
  
  

Qualifications

• Proven experience in automation, data workflows, or dashboard development

• Strong experience with Power BI, data modeling, and data visualization

• Experience integrating data from Microsoft Forms, spreadsheets, or similar platforms

• Strong data cleaning, transformation, and reporting skills

• Ability to analyze complex spreadsheets and reverse engineer formulas or metrics

• Knowledge of automation processes and data pipeline creation

• Strong analytical, problem-solving, and documentation skills

• Excellent communication skills with the ability to explain technical processes to non-technical users