• Location: Miami FL
• Type: Contract
• Job #27050

Company Overview:
A leading global private equity investment firm with $49 billion of equity capital under management is seeking a Data Analyst to join its newly established Reporting & Automation function. This role will focus on improving financial reporting consistency and transparency across approximately 180 portfolio companies.

Job Responsibilities:

• Support the monthly collection, validation, standardization, and reporting of financial and operational data from portfolio companies.
• Analyze data across multiple entities and source systems, identify trends or inconsistencies, and help reconcile discrepancies with deal teams and other stakeholders.
• Build and maintain reporting workbooks, dashboards, data views, and supporting documentation that clearly show how results were derived.
• Help define and apply data governance practices, including data definitions, ownership, quality checks, lineage, controls, and repeatable documentation.
• Map data from source systems into standardized reporting structures and support integrations with downstream platforms such as Dynamo and other reporting tools.
• Identify manual, repetitive, or error-prone processes and help automate them through workflow improvements, scripting, APIs, or other appropriate tools.
• Explore practical applications of AI in reporting, data-quality review, workflow orchestration, and portfolio monitoring.
• Evaluate, configure, and test MCP connectors or similar tool integrations that allow approved AI workflows to interact with data sources and business applications in a controlled, auditable way.
• Partner with stakeholders to translate business requirements into clear reporting logic, integration requirements, quality controls, and operating procedures.
• Perform quality-control reviews and help establish scalable standards as the function matures.

Qualifications:

• Approximately 3–6+ years of experience in data analysis, reporting, data governance, financial reporting, portfolio operations, business intelligence, or a related discipline.
• Strong understanding of financial statements, including the P&L, balance sheet, cash flow, EBITDA, and gross profit.
• Experience working with data quality, data definitions, reconciliation, standardization, controls, or governance processes.
• Advanced Excel skills and the ability to organize complex information into clear, repeatable reporting outputs.
• Ability to investigate data issues, understand root causes, and communicate findings clearly to both technical and non-technical stakeholders.
• Interest in automation, AI-enabled workflows, APIs, integrations, and emerging standards such as the Model Context Protocol (MCP).
• Experience using SQL, Python, Power BI, Tableau, workflow automation tools, APIs, or similar technologies.
• Experience in private equity, asset management, fund administration, financial services, valuations, or due diligence.

Compensation:
Pay Rate: $55 – $68/hr