Analyst - Corporate Finance

About the position 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. Responsibilities • 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 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 • Excellent communication and organizational skills • Team player and strong work ethic with ability to manage multiple priorities in a fast-paced environment • Curious and solutions-oriented mindset • Strong attention to detail and commitment to accuracy • Excellent written/verbal communication and interpersonal skills Nice-to-haves • Exposure to automation tools (e.g., Alteryx, Power BI, Tableau, SQL) is a plus Apply tot his job