US Payment Operations Manager, Corporate Accounting
Carlyle Investment Management, LLC

Job Info

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Position Summary

Position Summary:
The US Payment Operations team is responsible for processing the accounts payable and cash management transactions for the Americas region. This position manages the teams responsible for the day-to-day supplier management (non-deal related), SAP Ariba Network (AN), and firm and fund invoice activities. This position is responsible for ensuring invoices submitted for processing are properly and timely assigned to team members - proactively identifying and resolving issues in workflow. This position also manages the periodic regulatory reporting requirements. The ideal candidate has a strong operations background, proven track record for process improvement and has successfully led and developed 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.

Key Duties/Responsibilities

Primary Responsibilities:
Daily Responsibilities

• Request Management
  • Maintain internal trackers for supplier, employee, Service Now and AN requests and monitor status to ensure requests are moving through the processes timely.
  • Manage the process for assigning inbound requests to team members based on the nature of the request; assist with escalation procedures and provide tactical guidance to team.
  • Liaise with AlpInvest, Aviation, and regional Payment Operations teams to ensure requests are properly transferred as appropriate.
  • Facilitate Service Now status meetings with team members.
  • Provide weekly reports and metrics to AVP and Principal.
• Supplier Management
  • Review and approve Staff's work for supplier (non-deal related) and employee setup / modifications to verify completeness and accuracy of supporting documentation, tax forms, wiring instructions, contact details and callback summary.
  • Provide guidance to Staff when information is unclear; assisting with communication sent to suppliers or internal stakeholders to request additional documentation or support.
• Firm & Fund Payments
  • Manage the process for assigning invoices submitted across all methods (inbox, AN) to team members or regional teams based on the supplier and/or payment category.
  • Approve invoices in the Payment Operations Manager and Exception workflow steps.
  • Assist with troubleshooting payment issues and partner with Banking Operations, GTS/EPOST or banking partners as needed.

Other responsibilities

• Manage the monthly supplier review processes (active status and spend classification); coordinate with regional Payment Operations teams and GTS/EPOST.
• Manage the monthly 1099 transaction reviews and correction process, including coordination with Tax, HR/Equity, Fund Management, and GTS/EPOST; maintain annual calendar and ensure milestones are met.
• Manage the monthly outstanding check liability review to determine if payments need to be voided and reissued, or escheated to the respective state.
• Review monthly Sales & Use Tax and FATCA analysis; assist with 1042 withholding and reporting (when applicable).
• Serve as point of contact on audits and coordinate requests for information; maintain SOX documentation for all Payment Operations processes;
• Develop, train and coach staff 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;
• Special projects as needed.

Qualifications

Requirements:
Education & Certificates:

• Bachelor's degree in Accounting or Finance field, required

Professional Experience:

• Minimum 5 years of experience in an Accounting environment, with some supervisory experience, required

Competencies & Attributes:

• Ability to manage 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, SAP Ariba, Concur Expense, and Microsoft Suite, preferred
• Previous experience with 1099, 1042, FATCA and Sales & Use tax reporting, a plus

Company Information

Company Profile:
The Carlyle Group (NASDAQ: CG) is a global investment firm with $276 billion of assets under management and more than half of the AUM managed by women, across 415 investment vehicles as of June 30, 2021. Founded in 1987 in Washington, DC, Carlyle has grown into one of the world's largest and most successful investment firms, with more than 1,800 professionals operating in 27 offices in North America, South America, Europe, the Middle East, Asia and Australia. Carlyle places an emphasis on development, retention and inclusion as supported by our internal processes and seven Employee Resource Groups (ERGs). Carlyle's purpose is to invest wisely and create value on behalf of its investors, which range from public and private pension funds to wealthy individuals and families to sovereign wealth funds, unions and corporations. Carlyle invests across three segments - Global Private Equity, Global Credit and Investment Solutions - and has expertise in various industries, including: aerospace, defense & government services, consumer & retail, energy, financial services, healthcare, industrial, real estate, technology & business services, telecommunications & media and transportation.

At Carlyle, we know that diverse teams perform better, so we seek to create a community where we continually exchange insights, embrace different perspectives and leverage diversity as a competitive advantage. That is why we are committed to growing and cultivating teams that include people with a variety of perspectives, people who provide unique lenses through which to view potential deals, support and run our business. As our Chief Executive Officer, Kewsong Lee, stated, "We seek to attract individuals from a broad set of backgrounds and experiences because we know that diverse teams ask better questions and inclusive teams find better answers. Our diverse and inclusive community makes us better partners and ultimately, helps us to build better."

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