Operational Reporting and Insights Officer

We’re looking for an Operational Reporting and Insights Officer to join our Customer Due Diligence team. This role is responsible for producing high‑quality reporting packs, slide decks, and communication materials that support effective decision‑making across CDD operations, governance forums, and change initiatives.

Location: London, Birmingham or Gateshead (office locations); hybrid working option available, 3 days per week office‑based.

Reporting Governance and Oversight

• Own the end‑to‑end reporting schedule, ensuring smooth and timely production cycles across all CDD forums.
• Develop, maintain, and continuously improve reporting templates, standards, and contributor guidance.
• Collaborate with CDD data owners and business leads to identify opportunities to simplify reporting processes and reduce manual effort.
• Maintain awareness of reporting requirements across CDD to ensure alignment and prevent duplication and support audit readiness.
• Support audit and compliance activities by ensuring documentation and reporting processes meet regulatory and internal requirements.

Content Gathering & Coordination

• Work closely with CDD leadership to understand audience needs, strategic priorities and key messages.
• Coordinate inputs across Compliance, Risk, Operations, Technology and other stakeholders, bringing together data, updates and insights.
• Manage reporting timelines and workflows, prompting contributors and ensuring deliverables remain on track to meet deadlines.

Communication and Key Messaging

• Craft clear, concise narrative summaries that highlight trends, risks, outcomes and recommended actions.
• Translate technical, operational or regulatory content into digestible content suitable for non‑technical or senior audiences.
• Build cohesive storylines that enable structured discussion and informed decision‑making.

Reporting Pack Production

• Lead the creation of clear, structured, insight‑driven reporting packs and slide decks for operational meetings, governance forums and senior leadership updates.
• Organise and refine content to ensure clarity, accuracy and ease of understanding for all stakeholders.
• Ensure reporting is accurate, aligned and delivered on time for recurring and ad‑hoc forums.
• Maintain consistent formatting, messaging and visual standards across all reporting materials.

Project & Change Communications

• Support the development of project update decks, milestone summaries and communication materials for ongoing CDD change and transformation activity.
• Partner with project leads to provide transparent updates on progress, risks, dependencies and upcoming timelines.
• Create clear, engaging materials that support change adoption and stakeholder understanding.
• Prepare briefing packs and talking points for senior leaders involved in change‑related discussions.

Stakeholder Engagement

• Build strong relationships across CDD and related functions to stay informed of key updates, challenges and initiatives.
• Provide leaders with well‑structured, high‑quality materials for steering groups, forums and cross‑functional meetings.
• Provide guidance on how to structure, refine and present content effectively.

Qualifications

• Experience producing high‑quality reporting packs, presentations or communication materials in a regulated, operational or change‑driven environment.
• Excellent PowerPoint skills, with strength in structure, storytelling and visual clarity.
• Strong written communication skills with the ability to simplify complexity and craft compelling narratives.
• Exceptional attention to detail and commitment to delivering polished outputs.
• Strong organisational skills with comfort managing multiple deadlines and coordinating across teams.
• Confidence working with senior stakeholders and understanding business priorities.
• Bonus: Experience supporting governance forums, project steering groups or change communications.
• Bonus: Familiarity with CDD/KYC, regulatory topics or financial services operations.
• Bonus: Experience developing templates, style guides or reporting standards.

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