Vice President - Corporate Finance

StepStone Group; San Diego (CA); Hybrid; USD 158,000 - 176,000; Full time

Benefits offered by this job

Hybrid work option

Job summary

StepStone Group seeks a VP in Corporate Finance to help manage expenses, public reporting, and financial planning. You will forecast revenue across business lines, drive budgeting, and partner with accounting and investor relations to enhance reporting quality.

The role requires five years of financial analysis/FP&A experience, strong Excel and PowerPoint skills, and familiarity with NetSuite. Hybrid work is offered to support cross-functional collaboration.

Qualifications

• Four-year degree in Accounting, Finance, or Economics; CPA or CFA preferred.
• Advanced Excel modeling and complex financial analysis experience.
• Proficiency in PowerPoint for high‑quality financial presentations.

Responsibilities

• Report, analyze and forecast revenue across firm lines, focusing on private equity.
• Collaborate with department heads to prepare budgets and monitor variances.
• Support public reporting with Corporate Accounting and Investor Relations.
• Lead FP&A processes including forecast updates and variance analysis.
• Develop KPI workstreams and present insights to senior management.
• Create financial presentations for the Senior Management Team and Board.
• Plan cross-functional projects and learn the firm’s business and financial model.
• Coordinate monthly/quarterly close with accounting staff and analyze variances.

Skills

Advanced Excel

Financial analysis

PowerPoint

NetSuite ERP

Financial modeling

SQL basics

Python basics

VBA basics

Attention to detail

Communication skills

Education

Four-year degree in Accounting/Finance/Economics

CPA or CFA preferred

Tools

NetSuite

FP&A software

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 Description:

The Corporate Finance department creates financial forecasts and advises the StepStone Senior Management Team and Board of Directors on financial performance and outlook. In addition, the Corporate Finance team shares responsibility for public company reporting with Corporate Accounting and Corporate Investor Relations and partners across the firm to drive best-in- class processes.

The Corporate Finance Vice President will be an integral member of the Corporate Finance team and will be responsible for assisting with expense management, public company reporting, financial planning, forecasting and analysis, and strategic projects. This role is critical in developing and implementing robust financial plans, driving the annual budgeting process and providing insightful analysis to senior management. This role will report to the Managing Director, Corporate Finance.

Essential Job Functions:

• Report, analyze and forecast revenue for all firm business lines with a focus on the private equity business line
• Partner with department heads to produce annual budgets and track expense variances
• Support the public reporting process in partnership with the Corporate Accounting and Investor Relations teams
• Assist the Financial Planning and Analysis (FP&A) processes including forecast and budget updates and variance analysis
• Manage workstreams for Key Performance Indicators (KPIs) and understand the relationship of KPIs to our financial performance
• Develop financial presentations for Senior Management Team and Board of Directors
• Plan and execute cross-functional projects
• Learn the StepStone business model and how to explain the financial model and business model to others
• Partner with accounting staff in monthly and quarterly review of financial statements as part of the ongoing close process and reporting calendar, providing insight on significant variances
• Support various projects as needed, including the implementation of a new budgeting and forecasting software system

Education and/or Work Experience Requirements:

• Four-year degree in Accounting, Finance, or Economics; CPA, CFA preferred
• Excel experience that includes the ability to understand, design, and maintain complex financial models
• PowerPoint experience that includes creating high-quality financial presentations
• 5 years of progressive financial analysis and/or accounting experience
• 3+ years of FP&A experience
• Experience using an ERP system such as NetSuite and an FP&A system

Required Knowledge, Skills, and Abilities

• High attention to detail
• Self-starter that takes initiative to complete and improve work product
• Able to plan and lead projects to completion
• Proven ability to effectively communicate to a variety of audiences
• Able to develop business relationships with key partners across the firm
• Proficient skill in Excel
• Basic financial modeling and forecasting
• Intermediate financial analysis skills
• Basic skills in PowerPoint
• Intellectual curiosity

Preferred Knowledge, Skills, and Abilities

• Familiarity with private market asset management firms and funds
• Familiarity with VBA, SQL or Python
• Familiarity with public company reporting
• Experience with presentations to C-Suite executives

Salary Range - $157,500 - $176,000

The salary range is an estimate of pay for this position. Actual pay may vary depending on job-related factors that can include location, education, skill, and experience. The salary range does not include any benefits or other forms of possible compensation that may be available to employees.

#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.

Candidates must be at least 18 years old to apply.

Developing People at StepStone