Head of Finance


Palo Alto, CA, USA

Full time

May 5

This job is no longer accepting applications.

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 B company focused on disrupting banking through a differentiated mobile-first consumer experience. The founding team has an 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.


  • 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

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Banking for teens