Finance – Strategy

🕒 July 17

🏄 California – Remote

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⏰ Full Time

🟡 Mid-level

🟠 Senior

💸 Financial Planning and Analysis (FP&A)

🦅 H1B Visa Sponsor

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👻 Ghost score 12%

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Logo of Step

Step

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.

📋 Description

• Own and maintain Step's integrated financial model • Provide expert guidance, recommendations, and influence to leaders across product, marketing, credit, and go-to-market on financial strategy, investments, and resource allocation decisions • Partner cross-functionally to drive analysis, build financial models, and recommend business decisions across a variety of areas • Prepare and deliver clear, concise, and insightful financial reports, analyses, and forecasts • Collaborate with accounting counterparts and other members of the finance team as it grows • Establish and implement reporting dashboards and scorecards to track key operational and financial metrics • Design and build AI-augmented forecasting and analysis workflows • Lead core financial planning processes, including monthly business reviews, the annual budget, rolling forecasts, and the long-range plan

🎯 Requirements

• 5-8+ years of experience across strategic finance, FP&A, investment banking, private equity, or management consulting, including operating experience at a high-growth technology or fintech company • Advanced financial modeling skills, with extensive experience architecting integrated operating models from scratch • An obsession with accuracy — you tie out your numbers, sanity-check your outputs, and build models and analyses that executives can trust without re-checking • Hands-on experience making AI part of how you work • A demonstrated ability to take full ownership of a workstream and drive it independently from question to decision, without significant supervision • The judgment and conviction to form an opinion and defend it, paired with the openness to update it as the analysis evolves • The ability to bring structure to ambiguous problems and thrive in an unstructured, fast-moving environment • Excellent written and verbal communication, including the ability to distill complex analysis for non-finance audiences and executives • An enthusiastic “roll up your sleeves” mentality — you act as an owner and move with urgency

🏖️ Benefits

• generous medical, dental, vision, and company-paid life insurance • 401k plan with Safe Harbor company matching • flexible vacation policy and paid company holidays • 12 weeks paid parental leave with flexible return to work • company-provided technology package

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