Isaac Godfrey

Automation & Efficiency Specialist with 6+ years in financial services, including 4+ years at SEI Investments. Designs and delivers RPA and AI-driven automation solutions for operations teams across fund accounting, transfer agency, financial reporting, bank debt and payments. Personally responsible for 10 of the 15 FTE in firm-wide savings delivered within a single year, across a portfolio of 6–10 concurrent projects using Power Automate, Power Apps, AI Tools and Alteryx with embedded Python.

Automation & Efficiency Specialist - SEI Investments - Dublin, Ireland

(2024-11)

• Personally responsible for 10 of the 15 FTE in savings delivered by the function within a single year, across a portfolio of 6–10 concurrent projects spanning Power Automate, Power Apps, Copilot Studio, Alteryx Designer, and Python.
• Lead and manage the tactical business automation team across fund accounting, transfer agency, financial reporting, bank debt, reconciliation, and payments – reporting directly to senior management.
• Architect and deploy AI-powered agents using Copilot Studio to automate judgement-intensive workflows across fund accounting, investor services, and back-office processing, materially reducing turnaround times.
• Build automated data pipelines integrated with FIS Investran, DePool, and Atlassian JIRA – eliminating manual extraction, reconciliation, and reporting tasks across multiple operational teams.
• Act as the bridge between business stakeholders and technology – translating operational requirements into scalable, compliant solutions aligned with data governance and quality standards.
• Monitor and continuously optimise live automations – troubleshooting issues, adapting workflows to system changes, and iterating solutions to improve speed and reliability over time.
• Participate in client pitches and pre-sales engagements, demonstrating automation capability to prospective fund administration clients and contributing to new business won by the firm.
• Lead the function's project pipeline; triage and prioritise automation opportunities across capital events, NAV QC, payments, and financial reporting; maintain full documentation and audit trails in line with regulatory requirements.
• Deliver capability training and ongoing support to operational teams on deployed tools and workflows.

Senior Analyst & TA Automation Lead - SEI Investments - Dublin, Ireland

(2023-12 - 2024-11)

• Led automation delivery across Transfer Agency and broader fund operations – identifying manual processes and driving FTE savings through targeted solution design.
• Supervised automation workstreams end-to-end, coordinating requirements gathering, UAT, and deployment while maintaining detailed design documentation and stakeholder sign-off.
• Built and maintained automated workflows in Alteryx, Power Automate, and Power Apps integrated with FIS Investran and DePool, reducing manual processing across recurring operational tasks.
• Acted as technical authority on automation tooling for the operations function; advised management on solution design, tool selection, and delivery approach.
• Provided training and capability uplift to operational staff on newly deployed workflows, ensuring adoption and sustainable use.

Private Equity Investor Services Analyst - SEI Investments - Dublin, Ireland

(2021-09 - 2023-11)

• Processed capital calls, distributions, and investor reporting events for alternative fund clients across complex LP structures using FIS Investran and DePool, ensuring legal compliance and transaction accuracy.
• Managed daily investor and client queries across fund accounting and TA operations, building strong relationships with institutional investors and fund managers.
• Contributed to technology and process improvement initiatives within Investor Services, improving operational efficiency across the team.
• Delivered detailed project plans on time across multiple concurrent fund mandates in close collaboration with senior management.

Client Services Associate - Fidelity International - Dublin, Ireland

(2020-09 - 2021-09)

• Delivered client support across workplace pension and investment products, resolving complex queries and escalations for retail and institutional clients.
• Promoted digital adoption and captured client interaction data to support business intelligence and service improvement initiatives.

Customer Account Executive - KBC Bank Ireland - Dublin, Ireland

(2018-11 - 2020-09)

• Advised retail customers on mortgages, deposits, and current accounts, consistently exceeding monthly KPIs through compliant, process-driven service delivery.
• Escalated financial and regulatory risks appropriately; built strong client relationships in a fast-paced regulated banking environment.

Bachelor of Business - Accounting - Dublin Business School (2020)