Head of Finance

Palo Alto, CA

Step is a next generation financial services company building the best banking experience to help teens and young adults achieve financial independence and knowledge at an earlier age.  Step’s mission is to create a bank that gives you the tools to become smarter with your money and reward you along your financial journey. Step is a well-funded Series A company focused on disrupting banking through a differentiated mobile-first consumer experience.  The founding team has extensive background in FinTech and building successful consumer products and brands. If you’re looking to join a fast-growing company with a strong mission and vision that puts people first, we want to meet you.

The Role

Step is looking for an experienced Head of Finance to be a founding member of the Finance team. We're looking for someone to roll up their sleeves and be the companies first finance hire eventually building out and leading a team.  Responsibilities include preparation and management of budgets, forecasts, month-end reporting, operational and management reporting, trend analysis, and ad hoc analysis to support management decision-making. The role will also include communication and presentation to senior leaders. The Head of Finance will be expected to expand beyond financial responsibilities and be a strategic thought partner across the company.

Responsibilities

  • Communication: Effectively communicate with Senior Leaders and drive strategic decision making
  • Planning / Forecasting: Lead planning and forecasting activities to achieve business and company goals. Highlight and understand major assumptions and their effects on the budget/forecast. Perform sensitivity analysis to assess reasonable range of outcomes.
  • Reporting: Report and provide in-depth analysis on monthly Actuals vs. Forecast / Budget to key team members.
  • Business Analysis: Continually keep a pulse on the business to identify ROI opportunities, manage risks and opportunities, and provide key financial and business support to leadership
  • Financial Modeling: Prepare clear and easy to understand models with a focus on flexibility to change assumptions and scalability of model outputs
  • Process Improvement / Financial Infrastructure: Continuously develop systems and processes. Evaluate current processes, identify best practices, develop plans to reach goals and implement improvements.

About You

  • 7+  years experience in FP&A
  • Bachelor’s degree in finance, accounting, economics or other related field
  • Fluent in excel and powerpoint, comfortable with analyzing large datasets
  • Experience managing and building out teams
  • Start-up experience is a plus

Working at Step

  • Competitive salary based on experience, with full medical and dental benefits
  • Stock in an early stage startup that is growing
  • Flexible WFH and vacation policy
  • Free daily lunches
  • Free snacks & drinks 
  • Monthly team events outside the office
  • Monthly stipend for commuter benefits and card testing
  • Office right next to Caltrain

 

The team

Step was founded by financial industry veterans CJ MacDonald and Alexey Kalinichenko to provide teens and their families with financial tools for today’s modern-day banking needs and to promote financial literacy for the future. The founding team has 50+ years in combined financial technology experience across companies like Gyft, First Data, Square and Google.

About the team