Manager, AI Solutions & Finance Strategy

Summary The Manager, AI Solutions & Finance Strategy serves as the functional lead for artificial intelligence adoption and innovation within Carlyle's Finance Process & Operations (FPO) team, sitting at the intersection of fund operations and emerging AI technology. The role requires a deep understanding of workflows and business needs across the fund operations vertical — including Fund Accounting, Entity Lifecycle Management, Financial Planning & Analysis (FP&A), Tax, and other Corporate Finance departments — with a mandate to identify and deliver high-impact AI solutions that drive meaningful operational improvement across these teams. Central to this role is serving as the primary liaison between finance end-users and the Global Technology Services (GTS) AI team — translating business processes, pain points, and strategic vision into clear, well-scoped AI solution requirements. This person is not expected to be a developer or coder but must possess a strong conceptual understanding of how AI systems work, what they are capable of, and — equally important — when AI is the right solution versus other approaches. The Manager will lead AI workstreams from initial use case identification through delivery, testing, and end-user adoption, working closely with GTS counterparts to ensure solutions are built correctly and deliver measurable value. Deep fluency in AI tools and techniques — including prompt engineering, AI skill development, agent workflows, and generative AI platforms — is essential, and the Manager will apply this expertise directly in service of the teams and processes they support. The Manager will also own change management for AI initiatives across the fund operations vertical, driving training, communication, and adoption programs that ensure new solutions are embraced and used effectively. The position reports to the Associate Vice President of Business Finance Systems within the Finance Process & Operations team, working closely with Fund Accounting, Global Technology Services, and cross-functional leadership as needed. The role carries people management responsibilities, both indirect (immediate) and direct (over time), and requires an adaptable, forward-thinking leader who can drive AI innovation while remaining grounded in the day-to-day realities of finance operations. In-Office Requirement: 4 days per week Primary Responsibilities AI Use Case Discovery & Business Liaison (~50%) Develop and maintain a deep understanding of department processes, workflows, and their adjacent departments Proactively identify and evaluate opportunities where AI could meaningfully improve efficiency, accuracy, or insight across finance operations Act as the primary liaison between end-users and the GTS AI team, translating business needs, pain points, and goals into clear, structured AI solution requirements Critically assess and articulate when AI is the right solution versus traditional automation, workflow tooling, or process redesign — ensuring the right approach is applied to the right problem Partner with stakeholders across the fund operations verticals -including Entity Lifecycle Management, Financial Planning & Analysis (FP&A), Tax, Corporate Accounting, and other Corporate Finance departments — to gather requirements, identify AI opportunities, and validate proposed solutions Collaborate with GTS counterparts to prioritize, scope, and deliver AI initiatives, serving as the bridge between business vision and technical execution AI Solution Implementation & Change Management (~40%) Lead end-to-end delivery of AI solutions from requirements through deployment, working in close partnership with GTS on build, testing, and quality assurance Design, develop, and optimize prompts for LLM-powered tools and workflows, ensuring accuracy, consistency, and relevance for fund accounting use cases Develop and maintain AI skills, reusable prompt frameworks, and agent workflow documentation to enable