Strategy & Operations Analyst

Beyondfinance; Chicago (IL); On-site; USD 75,000 - 100,000; Full time

Benefits offered by this job

Health, dental, and vision programs

Generous PTO

401(k) matching program

Career development & training

Job summary

Beyond Finance in Chicago is seeking a Strategy & Operations Analyst to join their dynamic team. This role involves partnering with the Executive Team on high-impact initiatives, aiding in growth opportunities and process improvements while supporting financial analyses.

The ideal candidate should possess a Bachelor’s degree, 1-2 years experience in relevant fields, and strong analytical skills. Benefits include comprehensive health coverage, generous PTO, and a supportive team culture.

Qualifications

• 1-2 years of experience in management consulting, investment banking, private equity, or strategy.
• Strong grasp of financial and business fundamentals.
• Analytical and detail-oriented mindset with a knack for problem-solving.

Responsibilities

• Assist in growth opportunities and process improvements.
• Support financial and strategic analyses.
• Maintain and update project roadmaps.
• Collaborate across departments to implement solutions.
• Build and maintain operational dashboards.
• Monitor business operations for improvement.

Skills

Management consulting

Investment banking

Financial modeling

Analytical skills

Advanced Excel skills

Education

Bachelor’s degree from accredited university

Tools

Excel

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 Analyst 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

• Assisting in initiatives related to growth opportunities, process improvements, and customer experience enhancements by conducting research, preparing materials, and helping with execution tasks under the direction of more senior team members
• Supporting financial and strategic analyses by gathering data, creating models, and drafting insights to help prioritize and evaluate key business opportunities
• Helping maintain and update project roadmaps by coordinating task tracking, status updates, and documentation of operational improvement efforts
• 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
• Monitoring business operations and surfacing potential areas for improvement

What We’re Looking For

• Bachelor’s degree required from accredited university
• 1‑2 years of experience in management consulting, investment banking, private equity, strategy, or at a high‑growth startup
• 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

Base Salary Range: $75,000—$100,000 USD. This role is eligible for additional incentives, including an annual bonus.

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.