Quick Overview
Job Description
Automation Engineer
(Reporting & Presentation Automation)
Location : 700 Wellington St, Montreal, Quebec H3C 2N6, Canada (hybrid)
Visa: Open
1 Mid Level & 1 Senior level
Need Strong Financial Experience
About the Role
Organization is looking for a talented, enthusiastic intermediate-level Automation Engineer to design and develop solutions that automate the creation of PowerPoint presentations and management reporting for senior leadership.
The ideal candidate combines automation engineering, data integration, Python, and generative AI tooling and skills to transform manual reporting processes into reliable, repeatable solutions.
Key Responsibilities
- Design and develop automated solutions for recurring executive and management reporting.
- Automate the creation of PowerPoint presentations, including charts, tables, metrics, commentary, and standardized slide layouts.
- Use Microsoft Copilot and Copilot Studio to incorporate AI-assisted summarization, content generation, and workflow automation.
- Use Python and SQL to extract, transform, reconcile, and validate data from multiple sources.
- Integrate information from sources such as Excel, SharePoint, OneDrive, databases, APIs, JSON, CSV/Parquet files, and Microsoft 365.
- Develop automated data-quality, content, and presentation validation controls.
- Build reusable automation components with appropriate logging, exception handling, testing, and documentation.
- Partner with business and technology stakeholders to translate reporting requirements into scalable automation solutions.
- Ensure solutions appropriately address data security, access controls, auditability, and operational risk.
Required Skills
- Intermediate Python development skills, including data manipulation and automation.
- Working knowledge of Microsoft Copilot and Copilot Studio.
- Experience automating PowerPoint or management reporting processes.
- Experience with SQL, Excel, APIs, JSON, and data transformation.
- Understanding of prompt engineering and practical enterprise uses of generative AI.
- Strong problem-solving skills and ability to work with structured and unstructured data.
- Experience with software engineering practices such as Git, testing, code reviews, and documentation.
Preferred Experience
Experience with several of the following is beneficial:
- Power Automate
- Microsoft Graph
- SharePoint and OneDrive
- PowerBI
- Jira
- Jira Cloud API
- Enterprise reporting or management information systems
Qualifications
- Approximately 3–5 years of relevant experience in automation engineering, software development, data engineering, or analytics.
- Bachelor's degree in Computer Science, Engineering, Information Systems, Data Analytics, or a related discipline, or equivalent practical experience.
- Strong communication skills and the ability to work with both technical teams and business stakeholders.
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