Owns global consolidation, technical accounting, and SEC reporting workstreams across corporate entities and consolidated funds. Responsibilities include ASC 810 VIE assessments, consolidation schedules, technical accounting memoranda, U.S. GAAP policy development, SEC filing support, audit coordination, SOX controls, process automation, and collaboration with Fund Accounting. Leads assigned workstreams, provides technical guidance, and reviews junior team members’ work.

Serve as a cross-functional business partner translating operational needs into data, workflow, and technology solutions. Own project lifecycles from requirements to implementation, drive workflow standardization, design reporting and dashboards (Power BI, Snowflake, Salesforce), identify AI opportunities, coordinate technical execution, manage change and adoption, escalate data governance issues, and mentor junior staff.

Drive new institutional investor acquisition and sales operations for SPI by StepStone. Manage full-cycle prospecting, demos, contract coordination, CRM pipeline, reporting, and territory planning while providing product feedback and supporting onboarding and renewals.