Data & Automation Analyst | DCS (Software Investments)

About Us

Petra Funds Group is a single-source provider for fund administration and infrastructure needs for private equity and debt funds. At Petra, we enable fund managers to focus on the tasks that add the most value to their businesses and leave the rest to us.

Petra is made up of highly experienced professionals across the US and Europe. In a business where accuracy and timeliness are paramount, having a deep bench who've spent years working with asset managers is what differentiates us.

Our foundation is built on trust, experience, and uncompromising accuracy. Our people are experts. We work collaboratively. We are relentless in our process and put attention to detail first.

 

The Accounting Data and Automation Analyst will provide dedicated technical execution capacity for Vista Equity Partners’ Fund Accounting team, maintaining and enhancing the data and automation solutions that support quarterly fund accounting and reporting. This role combines hands-on Python and SQL development with Excel-based tooling to keep the team's Snowflake queries, review workbooks, and Power Automate workflows running reliably and improving over time.

The ideal candidate is a strong, independent technical builder with Python and SQL/Snowflake experience who can execute against a defined roadmap.

 

 

Responsibilities:

• Maintain and troubleshoot the team's existing data and automation solutions, supporting quarterly capital call, distribution, and financial statement review processes.
• Design, build, and test prioritized enhancements and new capabilities, including Power Automate workflows and Sigma Computing dashboard that extend automation across the fund reporting cycle.
• Strengthen documentation, testing, and control frameworks around existing and new solutions, ensuring tools remain transparent, reproducible, and audit-ready.
• Standardize solutions across funds and processes, consolidating one-off scripts into reusable tools, and reduce key-person dependency through knowledge transfer.

 

Qualifications:

• Proficiency in Python and SQL, including experience with Snowflake or a comparable cloud data warehouse.
• Bachelor's degree in Finance, Accounting, Computer Science, Data Science, or a related field, or equivalent hands-on experience.
• 3+ years of experience building and maintaining data or automation solutions, ideally in finance, accounting, or fund administration.
• Comfort working independently against a defined set of priorities, translating business requirements into working technical deliverables.
• Experience with Azure Functions, Power Automate, or advanced Excel/VBA is a plus, though not required.
• Familiarity with private equity fund accounting structures and concepts — general ledgers, capital accounts, waterfalls — is a plus but not required.
• Strong organizational skills, clear communication, and the initiative to work as a long-term embedded technical partner.

 

 

Salary Range
At Petra Funds Group, we are committed to transparency and equity in our hiring practices. The compensation range for this position is $82,000 - $103,000 per year. This range represents the base salary only. Actual pay will depend on factors such as qualifications, experience, and skills.

 

 

How We Care 

We believe people do their best work when they feel supported — personally and professionally. That’s why we offer a comprehensive benefits package that reflects our commitment to your well-being. Our perks include: 

• 90% covered medical, dental, and vision insurance premiums to help you stay healthy without financial strain.
• Fully funded Health Savings Account (HSA) employer contributions up to the IRS maximum — available to employees enrolled in our high-deductible health plan. *
• 401(k) employer match at 100% of your contributions up to 5% of compensation, with immediate vesting, so you start building long-term savings right away.
• Flexible paid time off to recharge, travel, or take care of what matters most.
• Generous holiday calendar to ensure you have time to rest, reflect, and celebrate throughout the year.  
• Hybrid work environment that offers flexibility and supports work-life balance. 

*Funded amount is prorated for new hires. 

 

 

What We’re Proud Of 

We’re proud of many milestones, but we’re especially honored by the recognition we’ve received for our workplace experience: 

• Certified Great Place to Work®, based on direct feedback from our employees about trust and overall culture. 
• Fortune Best Medium Workplaces™ and Best Financial Services & Insurance Workplaces™, highlighting our commitment to building an environment where people thrive.