Accounting and Financial Operations Lead

4 weeks ago


Stanford, California, United States S.T.E.P. Full time
Accounting and Financial Operations Lead

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 by empowering teens to start their financial journey today.

As an Accounting and Financial Operations Lead, you will be responsible for scaling the financial operations team to support the fast-growing, dynamic Step business. You will also be responsible for improving our internal processes and controls, and partnering with our product, engineering, and data teams to develop the systems and infrastructure to scale efficiently.

Responsibilities
  • Design and build scalable accounting processes and controls to support the growth of our current products and upcoming launches
  • Hire and manage the accounting and financial operations team
  • Lead cross-functional initiatives and communicate progress effectively with senior leadership
  • Partner with the rest of the Finance organization to support existing products and services and build new accounting processes for new products and services
  • Own the financial statements and end-to-end close process - this includes driving an efficient monthly close, building balance sheet reconciliations, flux analysis, financial statement preparation, and reporting deliverables
  • Drive the annual audit process through coordination of key timelines, deliverables, and final reporting packages
  • Define and implement key accounting systems required to drive automation and support the growth of the company
  • Partner with product, engineering, and data teams to support the automation of accounting processes and the development of internal tools, as needed
  • Own technical accounting analysis, including the preparation of accounting memos and assessment of complex accounting processes
  • Maintain up-to-date accounting policies and procedures

We're looking for someone who has 7+ years of relevant public accounting and/or private industry experience, CPA or equivalent, proven experience in the monthly close process, and exposure to accounting systems and understands how to drive automation and efficiency in these processes. You should also have strong analytical skills, a demonstrated track record of successfully managing cross-functional initiatives, and fluency with U.S. GAAP and the ability to prepare relevant technical accounting memos.

We offer a 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, paid parental leave, employee referral program, and 401K plan.



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