Job description
We are global private markets specialists delivering tailored investment solutions, advisory services, and impactful, data driven insights to the world’s investors. Leveraging the power of our platform and our peerless intelligence across sectors, strategies, and geographies, we help identify the advantages and the answers our clients need to succeed.
Position Overview:
We are seeking a highly motivated and detail-oriented Analyst to join our Corporate Finance team at StepStone Private Wealth (SPW) in Charlotte, NC. This role will support key financial processes and deliverables, including month-end close, budgeting, forecasting, and executive reporting. The ideal candidate will bring strong analytical skills, a solid foundation in accounting or finance, and a proactive mindset toward automation and process improvement.
Essential Job Functions:
- Support the monthly close process, including preparing financial statements & analysis for management
- Assist with budgeting and forecasting cycles, including data consolidation and reporting within the financial planning & analysis model
- Create internal and external-facing presentations to convey financial insights effectively
- Perform cash flow analysis, monthly budget reviews and variance analysis
- Track expenses and process invoices, ensuring accuracy and timely approvals
- Collaborate with cross-functional teams to gather inputs and validate financial data for reporting
- Identify opportunities for automation and implement technology-driven solutions to improve efficiency
- Maintain and enhance financial models and reporting tools
- Work directly with leadership to support ad hoc analysis and special projects as needed
Education and/or Work Experience Requirements:
- Bachelor’s degree in Accounting, Finance, or a related field
- 2–4 years of relevant experience; Big 4 public accounting experience is a plus
- Strong understanding of financial statements and accounting principles
- High proficiency in Microsoft Office, specifically Excel and PowerPoint
- Exposure to automation tools (e.g., Alteryx, Power BI, Tableau, SQL) is a plus
- Excellent communication and organizational skills
- Team player and strong work ethic with ability to manage multiple priorities in a fast-paced environment
Required Knowledge, Skills, and Abilities:
- Curious and solutions-oriented mindset
- Strong attention to detail and commitment to accuracy
- Excellent written/verbal communication and interpersonal skills
#LI-Hybrid
At StepStone, we believe that our people are our most important asset and crucial to our success. We are an Equal Opportunity Employer that strives to create an environment that empowers our employees and allows them to be heard, regardless of title or tenure. Our organizational community features multiple Employment Resource Groups as well as mentorship programs to enhance the employee experience for all.
As an Equal Opportunity Employer, StepStone does not discriminate on the basis of race, creed, color, religion, sex, national origin, citizenship status, age, disability, marital status, sexual orientation, gender identity, gender expression, genetic information or any other characteristic protected by law.
Developing People at StepStone
