Finance – Strategy

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🏄 California – Remote

🏄 California – Remote

⏰ Full Time

🟡 Mid-level

🟠 Senior

💸 Financial Planning and Analysis (FP&A)

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Step

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51 - 200 employees

It isn’t easy learning about money. Schools don’t teach you and families don’t always talk about finances. Traditional banks make it even harder to get ahead by charging fees for standard services like checking accounts, atm's and even spending cards.

📋 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