Data Analyst, Reporting & Automation

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

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