Work with us

A Delivery Point of View.
Skilled.  Experienced.  Knowledgeable. 
Ready to be the Leader on a Project.

Value:  You will work on projects that require multiple skills, speed, preparation of professional presentations, excellent and accurate content, relevant conclusions.  

Team Member Profiles:

  • Experience with a national level consulting firm

  • Big-4 Background a plus

  • Relentless Solution Finder

  • Connector of Data and People

  • High Communication Skills

  • Relationship Manager / Business Development

  • Knowledgeable about many Industries

  • Analytical Accounting Knowledge

  • Tech-savvy with a systems orientation 


  • Actively Aware of Business Events

  • Business Researcher

  • Excellent Presentation Skills ​

Conferences:  Attending industry conferences to meet with company executives.

Company Culture:  High communication with frequent sharing of ideas and market information. Happy to help.  Teamwork.  Rapid turnaround. Informed and interested.  Known for finding information quickly.  Great with technology and apps. 

Super professional and creative in presentation of information.  International point of view.  


Balanced lifestyle while achieving meaningful goals.

Expertise:  Your expertise in Business Growth Consulting and M&A Advisory is a relevant part of your daily work enabling you to manage multiple engagements across many industries.


Background:  Business / Finance / Economics / Accounting / Math / Sales / Law / Computer Science / Entrepreneur related.

Education:  Bachelors degree in a Business related field.   MBA is preferred.

Open Positions
Best Way to Interview
Financial Analyst
  • Accounting and Finance excellence. 

  • Ability to map trends in financials and analyze ratios.


  • Experienced with data rooms, downloading financial information from systems, and generally tech-savvy.

  • Aware of transactions happening in the market. 


  • Presentation skills are expected to be excellent in using Word, Excel, PowerPoint. 


  • This position is an opportunity to expand your skills in investment banking and working directly on sell-side opportunities. 

  • Develop Confidential Information Memoranda (CIM) and other marketing documents.


  • Excellent in developing presentations using PowerPoint, Excel, Word.

  • Experience in accounting and finance. 

  • Creative presentation of trends in financials and ratios.


  • Manage data rooms, financial information, and generally tech-savvy.

  • Can speak about transactions happening in the market. 


  • Superior communication skills working with client management.  

Business Development Director
  • Engage with Prospects in diverse industries of Consumer Products and Technology.


  • Speak with C-level executives using your extraordinary communication abilities.


  • Keep your 'finger on the pulse' of transactions happening in the market. 


  • Work with our established pipeline as well as create new relationships. 


  • This position is an opportunity to be a super 'connector' between businesses.

Data Management Analyst
  • Source companies and find information through public databases for information such as key executives, revenue.

  • Maintain / Update company contacts and attributes in a CRM database.

  • Analyze industry and products for companies.


  • Prepare reports to include industry analysis and compare companies as to financial performance, market position, and products.

  • Direct involvement in Social Media / Communication initiatives.

  • Superior skills using a CRM / Excel / Word / PowerPoint.

Reach Out Now to let us know more about you.


Send an email to introduce yourself and include a selfie-video of 30 seconds to tell us about you and your excellent abilities.


Stage an original, one-page document on a Google Drive to show your skill in making professional presentations -> compare three privately-held companies and key information about each ( logo, website, phone, CEO, brands of the company, channels of distribution, and revenue last year ).

Call us and follow-up.  We want to talk to you and get to know you. 

An internship is an excellent opportunity for you while you are developing your skills. 


Our internships are designed to give you the experience you need. 


You will work on meaningful projects addressing real business needs.  


Click here to learn more / apply.

We Get Deals Done!
We Support Business Growth.
Good Planning, Preparation, and Positioning. 
Be 'in the know' about your market:
STEP Strategy Advisors

11620 Wilshire Boulevard   |   Los Angeles   |   California   |   90025

© 2019 by STEP Strategy Advisors