Banking for Gen Z
Finance – Strategy
Location
California
Posted
2 days ago
Salary
0
Seniority
Senior
Job Description
Finance – Strategy
Step
• 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
Job 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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