Senior Analyst, Central Analytics & Reporting

Senior Analyst, Central Analytics & Reporting

Location: Washington, DC Line of Business: Finance

The Central Analytics & Reporting ("CA&R") team provides centralized support in the completion of existing reporting deliverables and requests, including providing data, managing data collection, reviewing reporting outputs for content, compliance, format, and promoting consistency and standardization. The team increasingly leverages automation tools to streamline data preparation, enhance quality checks, and accelerate reporting cycles. Additionally, CA&R is tasked to create new reporting dashboards and other automated outputs to create best-in-class reporting for our investors and to drive efficiencies in production and review processes. When providing data to stakeholders, CA&R must gather requested inputs and share data in a meaningful way, providing stakeholders access to relevant information for decision-making.

The Senior Analyst plays a significant role in the production of recurring reporting deliverables, including the Quarterly Update to Investors ("QUI") reports. The Senior Analyst will be responsible for reviewing content prepared by deal teams, drafting content leveraging current technology, coordinating data needed for reports from other departments, and assembling an accurate and complete draft. Additionally, the Senior Analyst will be responsible for preparing and responding to data requests, both internal and external, by leveraging existing reporting tools. The Senior Analyst must gain a solid understanding of the Carlyle data model to be successful. This position must be able to prioritize multiple tasks from multiple stakeholders in a deadline-oriented environment while maintaining strong attention to detail and communication skills. The Senior Analyst will be an active participant in technology projects, collaborating with CA&R colleagues, Fund Management, Product Managers, and Global Technology and Solutions ("GTS") to improve reporting technology, data collection and ultimately, to drive efficiencies and scale in the preparation and review of recurring reporting deliverables using tools such as Snowflake, Claude, and internal Carlyle tools. The Senior Analyst must gain an understanding of reporting needs, write requirements, and work with GTS to develop, test and implement new solutions.

Responsibilities

• Recurring Reporting Deliverables: Preparation of investor reporting deliverables including the QUI.
• Review of content drafted by deal teams and Fund Management, communication / follow-up when questions arise
• Coordination of data needed for reporting deliverable with other departments, clear communications of needs and timeline
• Compilation of final deliverables following review protocols established by the CA&R team
• Demonstrate strong ownership of the reporting process by resolving open items, following up on outstanding inputs, and driving deliverables through to completion on a timely basis.
• Data Requests: Coordinate and complete ad hoc and LP data requests.
• Create new reports or dashboards utilizing the technology tools available to the team
• Perform self-check of work to ensure data compiled is accurate and complete, meets the needs of the requestor, and is delivered on a timely basis
• Ensure stakeholders understand the underlying data, key assumptions, and relevant context so the information is used and interpreted appropriately
• Value Stream projects: Alongside CA&R leadership, participate in the prioritization and development of technology enhancements and process improvements that can increase automation and efficiency related to reporting. Actively share ideas and solicit others' input to influence the technology and operational strategy. Participate in requirements meetings, status updates and user testing, ensuring that the goal of the value stream is achieved through the work completed. Draft communications and trainings for Fund Management stakeholders.
• Data Collection & Validation: Support the collection of data used across Carlyle by managing inputs from internal and external and ensuring information is complete, properly structured, and aligned with reporting requirements. Validate data by reviewing for accuracy, consistency, and alignment with; identifying variances or data quality issues; and coordinating with team members to resolve discrepancies.

Qualifications

Education & Certifications

• Bachelors degree, required
• Concentration in Accounting, Finance or Economics, preferred

Professional Experience

• Minimum 2 years of relevant experience, required
• Demonstrated record of expertise in quantitative analysis and financial modeling

Competencies & Attributes

• Advanced Microsoft Office (including Excel, PowerPoint, and PowerBi) skills required
• Ability to integrate AI tools into workflows to improve reporting speed, clarity, and accuracy
• Operate in a demanding and fast paced environment and balance multiple tasks
• Strong, confident, and proactive communication skills required - frequent direct communication with Investment Professionals and Fund Management colleagues
• Self-starter: Creative thinker that can provide solutions to roadblocks encountered
• Strong interpersonal skills necessary; confidence to escalate existing or potential issues or delays and identify potential solutions
• Strong organizational skills: high-quality work product, attention to detail, and accuracy are required
• Demonstrated ability to work effectively as part of a team; seek and identify ways to make contributions that improve processes, mitigate risk, and increase the effectiveness of the team overall
• High integrity and must be able to maintain confidentiality of sensitive and proprietary matters

Benefits/Compensation

The compensation range for this role is specific to Washington, DC and takes into account a wide range of factors including but not limited to the skill sets required/preferred; prior experience and training; licenses and/or certifications. The anticipated base salary range for this role is $100,000 to $115,000. In addition to the base salary, the hired professional will enjoy a comprehensive benefits package spanning retirement benefits, health insurance, life insurance and disability, paid time off, paid holidays, family planning benefits and various wellness programs. Additionally, the hired professional may also be eligible to participate in an annual discretionary incentive program, the award of which will be dependent on various factors, including, without limitation, individual and organizational performance. Due to the high volume of candidates, please be advised that only candidates selected to interview will be contacted by Carlyle.