Position Summary
The Senior Analyst sits within the Finance Process & Operations (FPO) team and serves as a hands-on techno-functional partner supporting the firm’s Payments, Treasury, Banking, Cash Management, Accounting, and related finance systems operations. The role blends day-to-day operational support with business analysis and process improvement, and is expected to weight increasingly toward the latter as the team's finance transformation agenda grows.
Initially, the analyst will build deep system and process knowledge through production support and request management — issue triage, user and access requests, testing, documentation, and operational follow-through across platforms such as PeopleSoft, Appian, and other ERP and workflow tools. This grounding becomes the foundation for broader work: business analysis, change management, reporting, process improvement, user adoption, and product-owner support. The analyst will partner closely with finance users across Treasury, Payments, Accounting, Global Technology Services (GTS), and other stakeholder groups to translate business needs and process pain points into clear requirements, validate system changes through testing and release support, and help improve the efficiency, control, and user experience of finance operations.
A key part of the role is developing practical technology fluency. The analyst will use Excel, reporting platforms, and, where applicable, SQL or other data-querying tools, while developing practical use of AI-enabled tools to investigate issues, accelerate documentation, improve support processes, identify recurring pain points, and support smarter workflows. Success requires strong organization, follow-through, analytical curiosity, sound judgment, clear communication, and a willingness to learn both the business processes and systems that support the firm’s finance operations.
In-Office Requirement: 4 days a week
Responsibilities
Data Analysis, Reporting & AI-Enabled Process Improvement (~35%)
Perform data analysis across finance systems to support troubleshooting, reporting, and process evaluation, documenting data flows where needed.
Use Excel, SQL or other data-querying tools, BI platforms, and AI-enabled tools to surface insights, improve documentation, identify automation opportunities, and support workflow, control, and user experience improvements.
Develop and maintain reports and dashboards that support day-to-day Payments, Treasury, Accounting, Cash Management, and related finance systems activities.
Requirements, Testing & Solution Delivery (~35%)
Serve as a business/technology liaison between Global Technology Services (GTS) and finance users, including Payments, Treasury, Accounting, and related operations teams, translating business needs into structured requirements and user stories with clear acceptance criteria.
Coordinate and perform business-side testing (UAT), reviewing test cases and scenarios and validating that delivered systems meet documented requirements.
Assist with backlog and agile delivery activities as needed by documenting production support issues, identifying recurring pain points, and helping translate support trends into potential enhancement requests or user stories.
Support change management for newly deployed solutions by developing training and documentation, monitoring adoption, gathering end-user feedback, and translating feedback into enhancement recommendations.
Production Support, Request Management & Operational Controls (~30%)
Provide Tier 2 production support across finance systems, including PeopleSoft, Appian applications, and other ERP or workflow tools supported by the team, triaging and resolving issues related to payments, treasury, accounting, user access, workflow approvals, interfaces, and finance system data.
Support request intake, prioritization, documentation, follow-up, and escalation across multiple concurrent support items.
Monitor system data, interfaces, and controls for accuracy, completeness, and integrity.
Maintain runbooks, SOPs, known-issue logs, and support documentation to improve consistency and reduce dependency on individual knowledge.
Assist with user access requests, access reviews, approvals, audit-sensitive processes, and related SOX/control documentation.
Identify recurring issues, process gaps, training needs, and automation opportunities, recommending solutions that weigh risk and business impact.
Education & Certificates
Bachelor’s degree required
Concentration in Finance, Accounting, Economics, Information Systems, or a related field preferred.
Technical Skills & Tools
Strong Excel skills required, including the ability to organize, analyze, reconcile, and summarize data.
SQL or other data-querying experience preferred.
Exposure to BI/reporting tools such as Power BI, Sigma Computing, Tableau, or similar platforms preferred.
Familiarity with Jira or similar agile/project tracking tools preferred.
Experience or strong interest in using AI-enabled tools, such as ChatGPT, Claude, Microsoft Copilot, or similar applications, to improve documentation, analysis, reporting, troubleshooting, and process efficiency.
Professional Experience
3+ years of overall relevant experience, required
Experience in finance operations, business systems support, ERP support, production support, process improvement, or a related techno-functional role, preferred
Experience supporting operational or system-related requests in a finance, accounting, treasury, payments, or business operations environment, including request intake, triage, prioritization, investigation, documentation, escalation, and status communication.
Exposure to financial systems, ERP platforms, workflow tools, or business process management tools preferred, such as PeopleSoft Financials, Appian, Investran, treasury management systems, Power Automate, or comparable platforms.
Experience assisting with user access requests, approvals, controls, audit-sensitive processes, or SOX-related documentation preferred.
Experience supporting requirements gathering, user stories, functional specifications, UAT, test documentation, or release validation preferred.
Background in private equity, alternative investments, treasury, payments, accounting operations, or financial services preferred.
Experience engaging stakeholders across departments on process improvement or technology initiatives.
Competencies & Attributes
Strong analytical and problem-solving skills, with the ability to investigate issues, identify root causes, and recommend practical next steps.
Highly organized and detail-oriented, with strong follow-through and the ability to manage multiple open requests independently.
Strong written and verbal communication skills, including the ability to clearly document issues, summarize findings, and tailor updates for finance users, technology partners, and leadership.
Ability to translate business needs and process pain points into clear requirements, test scenarios, documentation, or enhancement recommendations.
Comfortable operating in a hands-on production support environment while developing into broader finance transformation, change management, reporting, and product owner support responsibilities.
Curious, adaptable, and willing to learn the business processes, systems, controls, and technologies that support the firm’s finance operations.
Understanding of finance operations and financial reporting principles.
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 $110,000 to $120,000.
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.
About Us:
The Carlyle Group (NASDAQ: CG) is a global investment firm with $475 billion of assets under management, across 678 investment vehicles as of March 31, 2026. Founded in 1987 in Washington, DC, Carlyle has grown into one of the world's largest and most successful investment firms, with more than 2,500 professionals operating in 28 offices in North America, Europe, the Middle East, Asia and Australia.
Carlyle’s purpose is to connect people, ideas, and capital to fuel growth for companies and performance for investors, which range from public and private pension funds to wealthy individuals and families to sovereign wealth funds, unions and corporations. Carlyle invests across three segments – Global Private Equity, Global Credit and Carlyle AlpInvest – and has deep expertise across industries, markets, and geographies.
At Carlyle, we believe that a wide spectrum of experiences and viewpoints drives performance and success. Our CEO, Harvey Schwartz, has stated that, "To build better businesses and create value for all of our stakeholders, we are focused on assembling leadership teams with the strongest insights from a range of perspectives." Reflecting this view, emphasis is placed on development, retention and inclusion through our internal processes and seven Employee Resource Groups (ERGs). We cultivate a culture where ideas are openly shared and challenged, connecting diverse expertise and perspectives to drive enduring value.