
51 - 200 employees
💼 Consulting
📣 Marketing
🏦 Banking
Consulting • Marketing • Banking
Step is a next generation financial services company that aims to revolutionize banking for teens and young adults. With a focus on fostering financial independence and literacy, Step provides users with a free bank account, no monthly or hidden fees, and a mobile app to track balances and transactions. Founded by a team with over 50 years of combined experience in financial technology, Step also offers tools and rewards designed to enhance the financial journey of its users.
🕒 June 26
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51 - 200 employees
💼 Consulting
📣 Marketing
🏦 Banking
Consulting • Marketing • Banking
Step is a next generation financial services company that aims to revolutionize banking for teens and young adults. With a focus on fostering financial independence and literacy, Step provides users with a free bank account, no monthly or hidden fees, and a mobile app to track balances and transactions. Founded by a team with over 50 years of combined experience in financial technology, Step also offers tools and rewards designed to enhance the financial journey of its users.
• Own the full-cycle close - set and manage the close calendar, prepare and review journal entries, accruals, and account reconciliations, and ensure timely and accurate period-end close on a monthly, quarterly, and annual basis • Lead the external audit, serving as primary point of contact for auditors and manage PBC lists and inquiries • Prepare monthly, quarterly, and annual financial statements with complete flux and variance analysis • Support the team on critical accounting projects, such as Step’s Quickbooks to Netsuite migration or new product launches • Implement, and maintain corporate accounting policies, internal controls, and scalable process documentation • Drive automation and process improvement initiatives across the accounting function, leveraging the full tech stack to reduce manual work and increase accuracy • Review and provide quality oversight on work prepared by junior team members and outsourced accounting partners • Partner cross-functionally with other departments on a variety of projects or requests
• 5–7 years of accounting experience, with a mix of public and private preferred • CPA designation (or CPA candidate) with proven understanding of U.S. GAAP • You've owned a full-cycle close independently • Tech proficiency across NetSuite (required) and ideally QBO, Ramp, and Airbase • Strong analytical and problem solving skills • You’re an incredible teammate with a positive attitude and mindset • You've reviewed & overseen the work of others, whether junior staff, offshore teams, or outsourced partners • You’re highly organized, proactive and comfortable operating autonomously in a fast-paced, high-growth environment • Advanced Microsoft Excel/Google Sheets skills, with the ability to manipulate and digest mass amounts of data • Strong communicator with interpersonal skills to engage effectively with internal stakeholders and external partners.
• Competitive Salary • Generous Medical, Dental, Vision, and company-paid Life Insurance • 401k Plan with Safe Harbor company-matching • Flexible vacation policy and paid company holidays • Company-provided technology package
Apply Now🕒 June 24
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