Manager, Strategy & Analytics

Beyond Finance; Chicago (IL); On-site; USD 118,830 - 162,636; Full time

Benefits offered by this job

Employer contributions for health, dental, and vision programs

Generous PTO and paid holidays

401(k) matching program

Job summary

A financial services firm located in Chicago is seeking a Manager of Strategy & Analytics. The successful candidate will conduct analyses on marketing channel performance and client retention while collaborating across departments to deliver actionable insights. Ideal candidates will have 2-4 years of experience in strategy or business analytics and possess strong data skills, including SQL and Excel. This role offers a competitive salary and benefits, including health contributions and generous PTO.

Qualifications

• 2-4 years of experience in marketing, product, strategy, or business analytics.
• Prior experience in Strategy Consulting, Financial Services, or Start-up environments.
• Demonstrated ability to deliver results in a fast-paced environment.

Responsibilities

• Conduct analyses focused on marketing channel performance, client retention, and lifetime customer value.
• Present findings to stakeholders and recommend actionable solutions.
• Work closely with product and operations teams in defining tests.

Skills

Data analysis

Marketing analytics

SQL

Excel

Data visualization

Education

Bachelor’s or Master’s degree in business, STEM, or analytical field

Tools

Looker

Tableau

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

The Manager of Strategy & Analytics will conduct analyses focused on optimizing and understanding marketing channel performance, client retention, and lifetime customer value. The role will collaborate cross‑functionally with marketing, operations, product and sales to deliver actionable insights that help meet company goals.

A successful manager will quickly build a deep understanding of the business and be able to effectively communicate results and present recommendations to executives. The ideal candidate will be a results‑driven, strategic thinker able to thrive in a dynamic, rapid‑growth environment. Exceptional candidates will have best‑in‑class data skills including SQL, Excel, dataset manipulation, data visualization, and presentation.

What You’ll Do

• Dive into data and processes to understand major operational challenges and opportunities
• Present findings to stakeholders and recommend actionable solutions for non‑analytical partners including Senior Leadership
• Re‑define and challenge company KPIs that are critical to achieving company and business unit goals
• Work closely with the product and operations teams in defining tests and experimental design

What We Look For

• Bachelor’s or Master’s degree in business, STEM, or other analytical field
• 2‑4 years professional experience in marketing, product, strategy, or business analytics
• Prior experience in Strategy Consulting, Financial Services, or Start‑up environments
• Familiarity with doing analysis in Excel and coding in SQL
• Experience in Python or R is not required but a plus
• Looker or Tableau experience is a plus
• Quick learner; willing to dive in and get her/his hands dirty
• Demonstrated ability to deliver results in a fast‑paced environment
• Desire to work in an ambiguous environment and solve open ended problems

Beyond Finance is a Chicago based company and is looking for candidates in the Chicagoland area. Candidates from other markets may be considered if they have proven success working in a fully remote environment.

The base annual salary range is listed below. This role is eligible for additional incentives, including an annual bonus.

Base Salary Range

$118,830 - $162,636 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

And finally, our team spirit and culture! We cultivate an environment of community, connection, and belonging across our entire organization.