Strategic Finance Lead

Palo Alto / Remote

Gen Z is the generation of the side hustle. 💪🏻 They’re creators. 👩‍🎤 They’re freelancers. 🧑‍💻 They’re investors. 👩‍💼 And they’re not afraid to take on challenges, especially when it comes to their finances - and we’re here for it.

Step is a next-generation financial services company building a better banking experience to help teens and young adults achieve financial independence and knowledge at an earlier age. We’re on a mission to improve the financial future of the next generation and empower teens to start their financial journey today. Step is a well-funded Series C company that has raised more than $175M, focused on disrupting the banking industry through a differentiated mobile-first consumer experience.

Teens and families love our product. We eclipsed 1 million customers in just four months after launch and have now crossed 2 million customers after less than 9 months on the market. 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 seeking for a Strategic Finance leader to start building a world class Finance team. You will be the first Strategic Finance hire and be responsible for building the team from the ground up to support the fast growing, dynamic Step business.


  • Partner closely with the CFO and company leadership to drive successful business outcomes for Step
  • Leverage your financial background and understanding of our financial and financial drivers to support and influence key strategic and product decisions (e.g., identify high priority industry verticals and use this to inform the group’s prioritization and product roadmap)
  • Provide analytical rigor and bring strategic leadership to operational initiatives (e.g., guide your team in developing a pricing strategy and collaborate with cross-functional partners to roll this out)
  • Lead strategic and financial planning processes for Step (e.g., Monthly Reviews, Annual Budget, and Long Range Plan), and evaluate organizational tradeoffs in planning to influence decision making
  • Collaborate with Step’s leadership to develop best in class operating practices within the product org and with key cross functional partners (e.g. go-to-market teams)
  • Develop and monitor critical success and business performance metrics, and communicate actionable insights to relevant stakeholders
  • Instruct your team in developing detailed models for in-depth analyses, as well as ensure their quality, timeliness, and accuracy
  • Be the go-to financial partner for Step’s leaders for ad hoc analysis and relevant external relations (e.g., fundraising, negotiating contract terms or evaluating prospective partnerships)


  • 7-15 years of relevant experience within strategic finance, ideally at a high-growth technology and/or financial services company. Management consulting, investment banking and private equity experience will also be considered
  • Managerial experience including building high performing teams
  • A proven ability to build strong collaborative working relationships with business partners; you are seen as a trusted and objective advisor
  • The ability to bring structure to ambiguous areas of opportunity and thrive in an unstructured, fast-moving environment
  • An enthusiastic “roll up your sleeves” mentality
  • A proven ability to be a self-starter capable of driving business results without significant supervision
  • Excellent verbal and written communication skills
  • Strong analytical skills, and extensive experience architecting integrated models from scratch, performing complex and insightful data analysis (including ability to leverage SQL on a daily basis)
  • You may also have knowledge of and/or experience in the banking, payments and/or lending industry

Working at Step

  • Competitive salary based on experience, with full medical and dental benefits 💸
  • High potential for growth 📈
  • Stock in an early-stage startup 🤩
  • Flexible WFH and vacation policy 🏝
  • Employee referral program 👯‍♀️👯
  • Monthly stipend for Step Card testing ☕️
  • 401K plan 💪🏻

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