Senior Manager - Reporting, RCA & Operational Efficiency

Posted Yesterday
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Edinburgh, City of Edinburgh, Scotland, GBR
In-Office
78K-92K Annually
Senior level
Fintech • Software • Financial Services
The Role
Lead reporting, MI and root cause analysis for Workplace Resolution & Investigations. Own dashboards, reporting framework, RCA methodology, data quality and case management MI requirements. Translate insight into operational efficiency improvements, drive governance reporting, and manage a Reporting, MI & RCA team to deliver accurate, decision-useful outputs for senior stakeholders.
Summary Generated by Built In

End Date

Monday 20 July 2026

Salary Range

£78,098 - £91,880

We support flexible working – click here for more information on flexible working options

Flexible Working Options

Hybrid Working, Job Share

Job Description Summary

JOB TITLE: Senior Manager - Reporting RCA & Operational Efficiency
SALARY: £78,098 - £91,880
LOCATION: Edinburgh
HOURS: Full-time
WORKING PATTERN: Our work style is hybrid, which involves spending at least two days per week, or 40% of our time, at one of our office sites. Colleagues with disabilities can be supported with workplace adjustments including hybrid working expectations in line with our Flexibility Works policy.

Job Description

What you'll be doing

Are you motivated by the opportunity to shape how LBG creates fair, consistent and trusted outcomes when things go wrong with conduct at work? Do you want to be part of a team that is redefining how workplace resolution, investigations and misconduct are handled combining strong judgement and a focus on getting to the right outcome in the right way?

Workplace Resolution & Investigations (WRI) is a newly formed Centre of Excellence within People & Places, bringing together Lloyds Banking Group’s approach to supporting colleagues and managers with conduct matters—from the moment a concern is raised through to its resolution.

Our team ensures issues are addressed fairly and consistently, whether that means resolving concerns informally or guiding formal investigations when required. By learning from the cases we handle, we help the Group continuously improve how we work, creating a more positive experience for colleagues and maintaining high standards of conduct and integrity. We also play a vital role in ensuring senior managers understand and fulfil their additional responsibilities and accountabilities, operating in line with regulatory standards and expectations.

This is an exciting time to join WRI. We are transforming how conduct is managed, shifting towards earlier, more informal resolution where appropriate, strengthening governance and consistency, and building a more data-driven, insight-led function. With new frameworks, evolving standards and innovative tools, this is a unique opportunity to shape the future of workplace resolution and investigations and drive a fair, consistent culture across the organisation.

This new role has been created to lead WRI’s reporting, insight and root cause analysis agenda across the end-to-end conduct ecosystem, ensuring the function has a trusted, coherent and decision-useful view of volumes, themes, outcomes and emerging risks. The role owns the reporting framework, dashboard design, RCA methodology and reporting-related efficiency agenda, translating operational insight into targeted improvement priorities while defining the MI and data requirements needed for the case management system and future-state reporting model.

Key responsibilities

  • Own the WRI reporting framework, including core metrics, definitions, taxonomy, dashboard structure and reporting narrative, so governance outputs are coherent, comparable and decision-useful.

  • Own end-to-end delivery of the quarterly Conduct Report and other priority governance reporting, ensuring outputs are accurate, balanced and focused on the most material themes, risks and decisions required.

  • Lead the design and controlled evolution of the Conduct Dashboard and WRI Dashboard outputs, ensuring they provide an integrated view of operational performance, themes and emerging risks.

  • Define and govern WRI’s RCA methodology, scope, handoffs and action-tracking model, ensuring RCA remains clearly distinct from case handling, QA activity and first-line risk/control assurance.

  • Use reporting and RCA insight to identify operational efficiency priorities, remove duplication in reporting processes and recommend improvements to ways of working across the function.

  • Set the MI and reporting requirements for the case management system and future reporting model, partnering with platform and data teams to ensure the right fields, timestamps, categories and extracts are designed and maintained in the solution.

  • Oversee data quality, validation and reconciliation expectations for governance reporting, escalating material integrity risks and ensuring credible mitigation where manual workarounds remain.

  • Ensure reporting outputs land with clear narrative, actionable insight and appropriate challenge.

  • Lead and develop the Reporting, MI & RCA team, prioritising production, analysis and improvement activity to maintain service quality, resilience and pace.

Why join us?

We’re on an exciting journey to transform our Group and the way we’re shaping finance for good. We’re focusing on the future, investing in our technologies, workplaces, and colleagues to make our Group a great place for everyone.

What we’re looking for?

You won't just report on what has happened—you'll help us understand why it happened, what it tells us about our culture, and what we should do differently as a result.

  • A strategic and commercially minded leader who can turn complex data, themes and trends into clear, compelling insight that supports Executive and senior leadership decision-making.

  • Proven experience leading reporting, MI, analytics or governance functions in a complex, highly regulated environment, with the credibility to influence and challenge senior stakeholders where required.

  • Strong root cause analysis and problem-solving capability, with the ability to move beyond symptoms to identify systemic issues, cultural drivers and opportunities for preventative action.

  • Able to balance attention to detail with strategic thinking, ensuring reporting is technically robust whilst maintaining focus on the key messages, risks and actions that matter most.

  • Experience designing reporting frameworks, taxonomies, dashboards or data models that provide consistent, trusted and decision-useful management information.

  • Comfortable operating in an environment of significant change, helping shape new processes, systems and ways of working whilst bringing others with you.

  • Strong understanding of conduct, employee relations, governance, risk or regulatory environments, with an appreciation of the increasing focus on workplace conduct, fairness, transparency and organisational accountability.

  • Curious and forward-thinking, able to anticipate emerging risks and external developments—including changes in employment law, regulatory expectations and societal standards—and translate these into meaningful insight and action.

  • A collaborative leader who can build strong relationships across HR, Legal, Risk, Data and business teams to create a joined-up view of conduct themes and organisational effectiveness.

We know that great talent comes from many backgrounds. Whilst this job advert may reference specific years of experience, we recognise that skills are developed in many ways, so if you have relevant, transferable experience, we encourage you to apply.

This is a place for you

Our ambition is to be the leading UK business for diversity, equity and inclusion supporting our customers, colleagues and communities, and we’re committed to creating an environment in which everyone can thrive, learn and develop.

 We were one of the first major organisations to set goals on diversity in senior roles, create a menopause health package, and a dedicated Working with Cancer Initiative.

We offer reasonable workplace adjustments for colleagues with disabilities, including flexibility in office attendance, location and working patterns. And, as a Disability Confident Leader, we guarantee interviews for a fair and proportionate number of applicants who meet the minimum criteria for the role with a disability, long-term health or neurodivergent condition through the Disability Confident Scheme.

 We provide reasonable adjustments throughout the recruitment process to reduce or remove barriers. Just let us know what you need.

We also offer a wide-ranging benefits package, which includes:

  • A generous pension contribution of up to 15%

  • An annual performance-related bonus

  • Share schemes including free shares

  • Benefits you can adapt to your lifestyle, such as discounted shopping

  • 30 days’ holiday, with bank holidays on top

  • A range of wellbeing initiatives and generous parental leave policies

Ready to make an impact? Apply today.

At Lloyds Banking Group, we're driven by a clear purpose; to help Britain prosper. Across the Group, our colleagues are focused on making a difference to customers, businesses and communities. With us you'll have a key role to play in shaping the financial services of the future, whilst the scale and reach of our Group means you'll have many opportunities to learn, grow and develop.

We keep your data safe. So, we'll only ever ask you to provide confidential or sensitive information once you have formally been invited along to an interview or accepted a verbal offer to join us which is when we run our background checks.  We'll always explain what we need and why, with any request coming from a trusted Lloyds Banking Group person. 

We're focused on creating a values-led culture and are committed to building a workforce which reflects the diversity of the customers and communities we serve. Together we’re building a truly inclusive workplace where all of our colleagues have the opportunity to make a real difference.

Skills Required

  • Proven experience leading reporting, MI, analytics or governance functions in a complex, highly regulated environment
  • Strong root cause analysis and problem-solving capability to identify systemic issues and preventative actions
  • Experience designing reporting frameworks, taxonomies, dashboards or data models that deliver consistent, trusted management information
  • Ability to translate complex data and trends into clear, actionable insight for executive and senior leadership decision-making
  • Experience setting MI and reporting requirements for case management systems and partnering with platform/data teams
  • Experience overseeing data quality, validation and reconciliation for governance reporting
  • Proven leadership capability to lead, develop and prioritise a Reporting, MI & RCA team
  • Strong understanding of conduct, employee relations, governance, risk or regulatory environments
  • Ability to influence and build relationships across HR, Legal, Risk, Data and business teams
  • Comfortable operating in significant change and designing improved ways of working
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The Company
HQ: London
60,287 Employees

What We Do

Our purpose is Helping Britain Prosper. We do this by creating a more sustainable and inclusive future for people and businesses, shaping finance as a force for good. We're part of an ever-changing industry and are currently on a journey to shape the financial services of the future, whilst supporting our customers’ changing needs. The scale and reach of our Group means we can offer a broad range of opportunities to learn, grow and develop. Our values-led culture and approach to inclusion and diversity means we can all make a real difference together.

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