Assistant Vice President, Expense Management & Analysis (Business Intelligence)

Our Company
Oaktree is a leader among global investment managers specializing in alternative investments, with $189 billion in assets under management as of December 31, 2023. The firm emphasizes an opportunistic, value-oriented, and risk-controlled approach to investments in credit, private equity, real assets, and listed equities. The firm has over 1200 employees and offices in 22 cities worldwide.
We are committed to cultivating an environment that is collaborative, curious, inclusive and honors diversity of thought. Providing training and career development opportunities and emphasizing strong support for our local communities through philanthropic initiatives are essential to our culture.
For additional information please visit our website at www.oaktreecapital.com.
Responsibilities
The position of Assistant Vice President is within the Expense Management & Analysis (EM&A) sub-department of the Fund Accounting & Operations department.
This resource will be responsible for managing data retrieval and analysis for EM&A. This individual will organize data points, working closely with IT, platform specialists, and relevant departments to determine needs, build dynamic self-service data portals, and suggest business process improvements. The ideal candidate will have demonstrated success in a project management or data visualization role, with a focus on financial data. Candidate must be able to communicate effectively and concisely in a complex, fast paced environment translating technology and business requirements in a polished manner for regular presentations to senior leadership.
Typical responsibilities include:

• Serve as a representative of Accounts Payable, Accounts Receivable, and Expense Allocation Group
• Engage team to understand
  • workflows and business process
  • assigned tasks/deliverables
  • EM&A (Expense Management & Analysis) considerations
• Partner with IT and Finance Operations to influence business solutions, application, tool development, integration, prioritization, and support from an EM&A lens
• Partner with VPs and SVP to plan, manage, execute the various project workstreams
• Aid in pre-work necessary for implementation of Workday Financials and Planning, aiding in the documentation of processes, simplifying processes, completing reconciliations, establishing data quality controls, and increasing access to datasets.
• Implement Business Intelligence and analytics solutions
  • Contribute to projects that provide financial analysis to internal partners ensuring to synthesize complex information & datasets into clear takeaways and recommendations
  • Determine analytical needs of stakeholders and assess feasibility/usefulness/business value of data requests
  • Manage inbound data requests and convert them to clearly defined team projects with well-defined parameters and deliverables
  • Prioritize inbound requests to ensure focus is on value-added areas
  • Work with several large complex data sets and extract appropriate data into easy-to-understand presentations or dashboards which are easily repeatable and well documented for future use
  • Develop and execute a plan to prioritize self-service capabilities for teams including vendor metrics, spend trends, processing metrics, KPIs, and general access to large data sets

Qualifications

• Have knowledge of 3 or more of the following: Python, SQL, BI tools (such as Tableau), or R
• 9 years of management experience and bachelor's degree in a combination of the following:
  • Analytics, Business Intelligence, Data Science, Engineering, Statistics, or related field AND
  • Finance Services, Procurement, or Operational Accounting (including Accounts Payable, Accounts Receivable, and Fund Administration)
• Advanced Expertise in Microsoft Excel
• Ability to establish and communicate a vision, set goals, execute strategies, and track/measure results
• Strategic mindset with demonstrated experience in implementing data frameworks and driving continuous improvement
• Proven success in applying distribution analytics results to practical day-to-day business challenges
• Expert communication skills and ability to influence leadership
• Experience making sense of large volume of data
• Plus: experience with Workday/ERP implementation or Alteryx

Personal Attributes

• Relationship Building: works effectively with strong, diverse teams of people with multiple perspectives, talents, and backgrounds. He or she is known for doing what is best and is comfortable with consensus building (at multiple levels) and soliciting constructive feedback; ability to elicit cooperation from a wide variety of participants including upper management, clients, other departments, and 3rd party providers.
• Communication: strong interpersonal and verbal/written communication skills; ability to present complex material.
• Independence & Collaboration: experience at working both independently and in a team-oriented, collaborative environment; must be able to drive work effectively with limited supervision (at times) while representing department and executive management interests and concerns.
• Work Ethic: focus on continual development, performance, accountability, and self-motivation.
• Flexibility & Organization: adapt to shifting priorities, demands and timelines through analytical and problem-solving capabilities; proven ability to multi-task and efficiently manage time across competing activities/resources; able to effectively prioritize, execute tasks, and thrive in a high-pressure fast paced environment.
• Intellectual Curiosity: energized by learning new things and engaging across a wide range of issues; must have strong problem-solving skills; adept at conducting research into project-related issues and products; displays a technical aptitude that lends itself to learning and mastering new technologies.
• Driving Results: sets aggressive timelines and objectives to drive results, conveys a sense of urgency, and drives issues to closure; is a self-starter committed to achieving results and has a strong sense of ownership and follow- through.
• Judgment: makes recommendations and decisions that balance a variety of factors.

Education
Bachelor's degree required.
Base Salary Range
$120,000 - $150,000
In addition to a competitive base salary, you will be eligible to receive discretionary bonus incentives, a comprehensive benefits package and a flexible work arrangement. The base salary offered will be commensurate with experience and/or qualifications, industry knowledge and expertise, as well as prior training and education.
Equal Opportunity Employment Policy
Oaktree is committed to diversity and to equal opportunity employment. Oaktree does not make employment decisions on the basis of race, creed, color, ethnicity, national origin, citizenship, religion, sex, sexual orientation, gender identity, gender expression, age, past or present physical or mental disability, HIV status, medical condition as defined by state law (genetic characteristics or cancer), pregnancy, childbirth and related medical conditions, veteran status, military service, marital status, familial status, genetic information, domestic violence victim status or any other classification protected by applicable federal, state and local laws and ordinances. This policy applies to hiring, placement, internal promotions, training, opportunities for advancement, recruitment advertising, transfers, demotions, layoffs, terminations, recruitment advertising, rates of pay and other forms of compensation and all other terms, conditions and privileges of employment. This policy applies to all Oaktree applicants, employees, clients, and contractors. Staff members wishing to report violations or suspected violations of this policy should contact the head of their department or Human Resources.