Finance – Strategy

This is a fully remote position, open to applicants in California.

📋 Description

• Take ownership of and manage Step's comprehensive financial model.

• Offer expert advice, recommendations, and influence to leaders in product, marketing, credit, and go-to-market regarding financial strategy, investments, and resource allocation.

• Collaborate across functions to conduct analysis, develop financial models, and advise on business decisions in various areas.

• Prepare and present clear, concise, and insightful financial reports, analyses, and forecasts.

• Work alongside accounting counterparts and other members of the finance team as it expands.

• Develop and implement reporting dashboards and scorecards to monitor key operational and financial metrics.

• Create and design AI-enhanced forecasting and analysis workflows.

• Oversee essential financial planning processes, which include monthly business reviews, the annual budget, rolling forecasts, and long-term strategic planning.

⛳️ Requirements

• 5-8+ years of experience in strategic finance, FP&A, investment banking, private equity, or management consulting, including operational experience at a high-growth technology or fintech firm.

• Proficient in advanced financial modeling, with significant experience in creating integrated operating models from the ground up.

• A strong emphasis on accuracy — you ensure your numbers align, validate your outputs, and construct models and analyses that executives can rely on without needing to recheck.

• Practical experience integrating AI into your workflow.

• Proven capability to take full ownership of a workstream and independently drive it from inquiry to decision, with minimal supervision.

• The discernment and confidence to form and defend an opinion, while remaining open to revision as the analysis progresses.

• Ability to impose structure on ambiguous problems and excel in a fast-paced, unstructured environment.

• Exceptional written and verbal communication skills, including the ability to simplify complex analyses for non-finance audiences and executives.

• A proactive “roll up your sleeves” attitude — you take ownership and act with urgency.

🏝️ Benefits

• Comprehensive medical, dental, vision, and company-funded life insurance.

• 401k plan with Safe Harbor company matching.

• Flexible vacation policy along with paid company holidays.

• 12 weeks of paid parental leave with flexible return-to-work options.

• Company-provided technology package.