Senior Finance Analyst - PE Analytics & Data Automation

Daley And Associates, LLC; Boston (MA); On-site; USD 95,000 - 110,000; Full time

Job summary

Daley And Associates, LLC in Boston seeks a Senior Finance Associate to join its Private Equity Analytics team. The role focuses on moving beyond traditional accounting toward data, analytics, automation and AI-driven solutions.

You will work at the intersection of Finance, Operations, IT, Investor Relations and Capital Markets to build tools and data products supporting decision-making across the firm.

Qualifications

• 2–6 years of experience in fund accounting, accounting, finance or similar analytical environment.
• CPA or CFA, or progress toward either, is a plus.

Responsibilities

• Support LP data requests by delivering accurate, timely financial data and analysis.
• Create bespoke investor deliverables using reporting tools and data infrastructure.
• Identify manual processes and develop automated solutions.
• Build and improve Power BI models, Alteryx workflows, scripts and other analytical tools.
• Contribute to enterprise-level data applications and AI-assisted workflows.
• Partner with Data Governance to improve data quality and documentation.
• Collaborate across Finance, Investor Relations, Capital Markets, IT and investment teams.
• Own projects from problem identification to solution implementation.

Skills

Analytical skills

Attention to detail

Communication

Independent work

Curiosity about data

Education

CPA or CFA, or progress toward either

Tools

Power BI

DAX

Alteryx

SQL

Python

Job description

Daley And Associates, LLC in Boston seeks a Senior Finance Associate to join its Private Equity Analytics team. The role focuses on moving beyond traditional accounting toward data, analytics, automation and AI-driven solutions.

You will work at the intersection of Finance, Operations, IT, Investor Relations and Capital Markets to build tools and data products supporting decision-making across the firm.