Finance – Strategy

Step

Finance & Strategy team member partnering with CFO to drive financial insights and forecasting for Step's tools. Collaborating cross-functionally in a fast-growing fintech environment.

Posted 7/17/2026full-timeRemote • California • 🇺🇸 United StatesMid-LevelSeniorWebsite

Core Competencies

Role fit

Core Competencies

Use this summary to align your resume positioning with the role.

Demonstrates advanced financial modeling skills and the ability to lead financial planning processes, including budget management and forecasting. Capable of providing strategic financial guidance and collaborating cross-functionally to drive data-driven business decisions.

Highest-signal resume keywords

Advanced Financial ModelingStrategic FinanceAI-Augmented AnalysisFP&AHigh-Growth Technology Experience

ATS Keywords

Tailor your resume

Applicant Tracking System Keywords

Tip: use these terms in your resume and cover letter to boost ATS matches.

Hard Skills

Financial ModelingIntegrated Operating ModelsForecastingData AnalysisBudget ManagementFinancial ReportingResource AllocationOperational Metrics TrackingBusiness ReviewsInvestment Analysis

Soft Skills

Excellent CommunicationOwnershipProblem-SolvingAdaptabilityAttention to Detail

Tools & Technologies

Reporting DashboardsScorecardsAI Tools

Industry Keywords

FintechInvestment BankingPrivate EquityManagement ConsultingHigh-Growth Technology

About the role

Key responsibilities & impact

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

What you’ll need

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

Comp & perks

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