Position Summary

The US Payment Operations team is responsible for processing the accounts payable and cash management transactions for the Americas region. This position supervises the team responsible for processing the day-to-day firm and fund invoice payments and employee reimbursements. This position is responsible for ensuring invoices submitted for processing are properly and timely assigned to team members, and move through the workflow expeditiously; proactively identifying and resolving issues in workflow. This position also leads the periodic regulatory reporting requirements. The ideal candidate has a strong operations background, proven track record for issue resolution and training junior team members. This candidate would also have a solid understanding of accounting and payment processes, is detail-oriented with excellent organizational, communication, analytical and critical thinking skills. The candidate must be able to thrive in a fast paced, deadline driven and high volume environment and easily prioritize competing tasks for their work, and their direct/indirect reports while consistently producing quality results.Daily Responsibilities (70%)

In-Office Requirement: 4 days per week

Responsibilities

Daily Responsibilities (70%)

Request Management

• Oversee end-to-end request management across ServiceNow (SNOW) and GPM platforms, ensuring operational efficiency and adherence to established SLAs.
• Monitor team performance metrics, proactively identifying issues and implementing corrective actions as needed.
• Liaise with regional Payment Operations teams to ensure requests are properly handled as appropriate.
• Lead and manage third-party offshore resources, ensuring productivity, quality control, and adherence to deadlines.
• Lead, train, and assist with the Sales and Use process along with staff ensuring all reporting states are submitted for payment monthly/Quarterly.

Payments

• Approve invoices in the Payment Operations Manager and Exception workflow steps.
• Assist with troubleshooting payment issues and collaborate with Banking Operations and GTS/EPOST as needed.
• Cancel and re-issue payments that failed and/or returned.
• Assist with approval reminders and escalations as needed.

Other responsibilities (30%)

• Complete the OneStream Reconciliations related to Sales and Use and AP reconciliation accounts.
• * Assist with the monthly outstanding check liability review to determine if payments need to be voided and reissued or escheated to the respective state.
• Develop, train and coach staff and contractor resources to ensure optimal performance and success across the team.
• Continuous review of the processes and tools; recommend and implement changes to keep up with business and stakeholder needs.
• Serve as point of escalation as needed.
• Provide real-time feedback to staff to ensure optimal performance and success across the team
• Assist with 1099 reviews and process.
• Special projects as needed.

Education & Certificates

• Bachelor's degree preferred, or equivalent years of relevant experience required.

Professional Experience

• Minimum 4 years of experience in an Accounting environment, with some supervisory experience a plus

Competencies & Attributes

• Ability to supervise a team in a fast paced, competing priority, high volume and deadline driven environment
• Excellent communication, organization, time management skills, with a demonstrated track record in process improvement (idea generation and implementation)
• Strong attention to detail
• Proactive and able to independently anticipate issues and solve problems
• Exceptional customer service, ability to provide accurate and timely support for internal and external stakeholders
• Strong working knowledge of PeopleSoft, Service Now, Appian, and Microsoft Suite, preferred
• Previous experience with 1099, 1042, FATCA and Sales & Use tax reporting, a plus

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 $90,000 to $100,000.

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.