Remote Finance & Strategy Lead: AI-Driven Forecasting

Step; San Mateo (CA); On-site; USD 180,000 - 240,000; Full time

Job summary

Step is seeking a Finance & Strategy team member to join our Finance organization, partnering with the CFO and leaders to own our financial model, dashboards, and forecasting. You will analyze data, build models, and deliver insights to drive decisions across planning, pricing, and product investments.

You will work closely with product, operations, credit, and GTM teams, leveraging AI tools to accelerate forecasting and analysis and position Step for aggressive growth over the next 12–24 months.

Qualifications

• 5-8+ years in strategic finance, FP&A, investment banking, PE, or related consulting.
• Advanced financial modeling with integrated operating models from scratch.
• Experience using AI tools to enhance forecasting and analytics.

Responsibilities

• Own and maintain Step's integrated financial model connecting growth, revenue, margin and cash.
• Provide guidance on financial strategy, investments, and resource allocation across teams.
• Partner cross-functionally on pricing, unit economics, and marketing ROI.
• Prepare clear reports, analyses, and forecasts for executives and stakeholders.
• Collaborate with accounting and finance to align business and product plans.
• Establish reporting dashboards and scorecards for key metrics.
• Design AI-augmented forecasting workflows and scenario modeling.
• Lead monthly reviews, annual budget, rolling forecasts, and long-range plans.

Skills

Strategic finance

Financial modeling

AI forecasting

Ownership mindset

Communication

Structured problem solving

Cross-functional collaboration

Education

Bachelor's degree or equivalent

Tools

SQL

Looker

Job description

Step is seeking a Finance & Strategy team member to join our Finance organization, partnering with the CFO and leaders to own our financial model, dashboards, and forecasting. You will analyze data, build models, and deliver insights to drive decisions across planning, pricing, and product investments.

You will work closely with product, operations, credit, and GTM teams, leveraging AI tools to accelerate forecasting and analysis and position Step for aggressive growth over the next 12–24 months.