Job description

At Beyond Finance, we've made it our mission to help everyday Americans escape the endless cycle of crippling debt and step into a brighter financial future. Through compassionate, individualized care, a culture focused on compliance and ethics, supportive user-centric technology, and customized financial solutions, we've helped over 1 million clients on their path to a brighter future. While we're proud of what we've already accomplished, we're searching for new collaborators to help us get to the next level! If you're looking to join a forward-thinking, rapidly growing organization with helping people as its number one goal, we want to hear from you. About the Role Beyond Finance is seeking a driven Strategy & Operations Associate to join our dynamic Strategy & Operations team. Acting as an internal strategy and implementation group, we partner directly with the Executive Team to lead high-impact, cross-functional initiatives. From uncovering insights to driving execution, we play a critical role in shaping the direction of the business. We're looking for someone who brings strategic thinking, analytical horsepower, and a passion for operational excellence. The ideal candidate thrives in fast-paced environments, enjoys solving complex problems, and is eager to roll up their sleeves to deliver real results. What You’ll Do As an Strategy & Operations Associate, you’ll take ownership of high-priority projects from ideation to implementation. Your responsibilities will include: Leading end-to-end initiatives focused on new growth opportunities, process improvements, and enhancing the customer experience—from initial assessment through to execution and measurable impact Conducting rigorous financial and strategic analyses to identify, prioritize, and evaluate key business opportunities Managing a roadmap of operational enhancements that reduce risk, increase efficiency, and unlock new capabilities Collaborating across departments and business units to develop and implement impactful solutions Building and maintaining operational dashboards and reporting tools to track performance and deliver actionable insights on key metrics and KPIs Proactively identifying areas for improvement and driving initiatives that move the needle What We’re Looking For Bachelor’s degree required; MBA a plus but not required 2+ years of experience in management consulting, investment banking, private equity, strategy, or at a high-growth startup Proven ability to execute strategic and operational initiatives with measurable results Strong grasp of financial and business fundamentals Analytical and detail-oriented mindset with a knack for problem-solving Advanced Excel skills and experience building financial models A proactive, hands-on approach and the flexibility to adapt in a fast-changing environment Excellent communication and interpersonal skills Willingness to travel occasionally #LI-AW1 The base annual salary range is listed below. This role is eligible for additional incentives, including an annual bonus. Base Salary Range $80,000 — $115,000 USD Why Join Us? While you make a difference for others, we’ll work to make a difference for you, providing an uplifting, collaborative work environment and benefits that reflect your value to us. For eligible full-time employees, we offer: Considerable employer contributions for health, dental, and vision programs Generous PTO, paid holidays, and paid parental leave 401(k) matching program Merit advancement opportunities Career development & training And finally, our team spirit and culture! We cultivate an environment of community, connection, and belonging across our entire organization. Beyond Finance does not accept unsolicited resumes from individual recruiters or third-party recruiting agencies in response to job positions. No fee will be paid to their parties who submit unsolicited candidates directly to Beyond Finance employees or the Beyond Finance HR team. No placement fee will be paid to any third party unless such a request has been made by the Beyond HR team.

Requirements

Must-haves

What You’ll Do As an Strategy & Operations Associate, you’ll take ownership of high-priority projects from ideation to implementation. Your responsibilities will include:
Leading end-to-end initiatives focused on new growth opportunities, process improvements, and enhancing the customer experience—from initial assessment through to execution and measurable impact
Conducting rigorous financial and strategic analyses to identify, prioritize, and evaluate key business opportunities
Managing a roadmap of operational enhancements that reduce risk, increase efficiency, and unlock new capabilities
Collaborating across departments and business units to develop and implement impactful solutions
Building and maintaining operational dashboards and reporting tools to track performance and deliver actionable insights on key metrics and KPIs
Proactively identifying areas for improvement and driving initiatives that move the needle
What We’re Looking For
2+ years of experience in management consulting, investment banking, private equity, strategy, or at a high-growth startup
Proven ability to execute strategic and operational initiatives with measurable results
Strong grasp of financial and business fundamentals
Analytical and detail-oriented mindset with a knack for problem-solving
Advanced Excel skills and experience building financial models
A proactive, hands-on approach and the flexibility to adapt in a fast-changing environment
Excellent communication and interpersonal skills
Willingness to travel occasionally
Considerable employer contributions for health, dental, and vision programs
Merit advancement opportunities
Career development & training
And finally, our team spirit and culture! We cultivate an environment of community, connection, and belonging across our entire organization.

Nice-to-haves

Bachelor’s degree required; MBA a plus but not required

Application prep

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Platform: greenhouse
Effort: quick

Benefits

Benefits detected in the listing.

Dental

Vision

401(K)

Pto

Parental Leave