Senior Manager, Financial Reporting & Data Analysis

About the Role :

We are seeking an experienced and driven individual to join the Fund Operations team as a Senior Manager in a data-focused, cross-functional capacity. This role is ideal for someone with a strong understanding of finance—particularly within asset management—and proven experience leading data and reporting initiatives that intersect with fund accounting. The ideal candidate will be ready to independently lead projects, speak directly with stakeholders, document business requirements, and mentor junior team members.

The Senior Manager will report to the Vice President of Fund Operations, based in Oaktree's Los Angeles, U.S. office. As such, the role requires consistent collaboration across time zones, clear communication, and a proactive leadership style. In addition to taking ownership of major initiatives, the Senior Manager will oversee and support analysts on the team, ensuring alignment and excellence in deliverables.

Key Responsibilities :

• Report Automation and Analytics Leadership
• Lead the design and delivery of automated reports and dashboards using SQL and Power BI (Desktop and Report Builder).
• Translate complex business requirements into scalable automation and reporting solutions using tools such as VBA, Office Script, Python, and DAX / Power Query.
• Serve as a subject matter expert for data flows across fund accounting systems such as Geneva, Salesforce, and Oaktree's SQL data warehouse.
• Oversee the maintenance and enhancement of existing automation tools; ensure data integrity and issue resolution.
• Mentor and guide analysts working on automation and analytics efforts.
• Project Ownership and Stakeholder Engagement
• Independently lead projects from inception to execution, including stakeholder communication, requirement gathering, documentation, and delivery.
• Represent Fund Accounting & Operations in cross-functional projects involving Data Solutions, IT, and other business units.
• Ensure timely updates and deliverables are communicated to global stakeholders and leadership.
• Process Improvement and Team Oversight
• Proactively identify and lead opportunities for process automation or reengineering within Fund Accounting & Operations.
• Coordinate with Data Solutions and IT teams to expand access to key datasets and infrastructure needed for reporting and automation initiatives.
• Promote a culture of innovation, data literacy, and process improvement within the Hyderabad team and broader Fund Accounting organization.
• Directly oversee, support, and review the work of team analysts; ensure alignment with project and business goals.

Qualifications : Required :

Preferred :

Success in this Role Looks Like :

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.

For positions based in Los Angeles

For those applying for a position in the city of Los Angeles, the firm will consider for employment qualified applicants with a criminal history in a manner consistent with applicable federal, state and local law.

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Skills Required

Power Bi, Vba, Powershell, Power Query, Dax, Sql, Python