Automation Specialist (03112026 - PTAS)

About the position

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