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Agent guide: [/agents.md](https://www.wearedevelopers.com/agents.md). --- # Analyst, Finance Systems - **Company:** The Carlyle Group - **Location:** Washington, DC, United States - **Experience:** Expert - **Salary:** $110,000.0 - $120,000.0 - **Contract:** Permanent contract - **Skills:** Microsoft Excel, Artificial Intelligence, Data Analysis, JIRA, Business Process Management, Business Systems, Software Documentation, Information Systems, PeopleSoft Financial Management, Power BI, SQL Databases, Data Streaming, Tableau (Software), Workflow Management Systems, Microsoft Power Automate, Appian, Treasury System, People Soft, Tools for Reporting, GPT - **Published:** June 23, 2026 - **Apply:** https://carlyle.avature.net/externalcareers/JobDetail/Senior-Analyst-Finance-Systems/5473 ## About the Role 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., * 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. ## Description 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, 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. ## Related Videos - [From Global Capability Centers to AI-Powered Command Centers](https://www.wearedevelopers.com/videos/100096-from-global-capability-centers-to-ai-powered-command-centers) - [Improving quality with Agentic AI with Rovo Dev and Xray](https://www.wearedevelopers.com/videos/2005-improving-quality-with-agentic-ai-with-rovo-dev-and-xray) - [ Evaluating AI models for code comprehension](https://www.wearedevelopers.com/videos/1462-evaluating-ai-models-for-code-comprehension) - [Tech as a Profit Center – Maximizing P&L Impact by Research Funding and Capitalization](https://www.wearedevelopers.com/videos/100125-tech-as-a-profit-center-maximizing-p-l-impact-by-research-funding-and-capitalization) - [Agentic employees in world's most downloaded FinTech app](https://www.wearedevelopers.com/videos/100123-agentic-employees-in-world-s-most-downloaded-fintech-app) - [Collaboration Quantified: Lessons from Open Source Developer Networks](https://www.wearedevelopers.com/videos/1422-collaboration-quantified-lessons-from-open-source-developer-networks) ## Related Articles - [Data Analyst Salary in the UK](https://www.wearedevelopers.com/magazine/278-data-analyst-salary-in-the-uk) - [Best Companies to work for in London: Top 25 Companies in 2023](https://www.wearedevelopers.com/magazine/187-best-companies-to-work-for-in-london-top-25-companies-in-2023) - [Highest Paying Tech Companies for Developers](https://www.wearedevelopers.com/magazine/220-highest-paying-tech-companies-for-developers) - [Data Analyst Salary in Switzerland](https://www.wearedevelopers.com/magazine/276-data-analyst-salary-in-switzerland) - [Best Paying Jobs in Technology](https://www.wearedevelopers.com/magazine/256-best-paying-jobs-in-technology) - [Highest Paying Tech Companies in Europe](https://www.wearedevelopers.com/magazine/162-highest-paying-tech-companies-in-europe)