Strategy & Operations Analyst

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

Benefits offered by this job

Health, dental, and vision contributions

Generous PTO and paid parental leave

401(k) matching program

Job summary

A financial services company in Chicago is seeking a Strategy & Operations Analyst to join their dynamic team. This role involves assisting with initiatives related to growth, conducting financial analyses, and collaborating across departments for impactful solutions. Ideal candidates should have a Bachelor’s degree and 1-2 years of relevant experience, with strong analytical and communication skills. The position offers a salary range of $75,000 - $100,000 and attractive employer benefits including health contributions and 401(k) matching.

Qualifications

• 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.
• Detail-oriented mindset with a knack for analytical problem-solving.

Responsibilities

• Assist in growth opportunities, process improvements, and customer experience enhancements.
• Support financial and strategic analyses to evaluate key business opportunities.
• Collaborate across departments to develop and implement impactful solutions.

Skills

Analytical skills

Problem-solving

Communication skills

Interpersonal skills

Advanced Excel

Education

Bachelor’s degree from accredited university

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.

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

Why Join Us?

• Considerable employer contributions for health, dental, and vision programs
• Generous PTO, paid holidays, and paid parental leave
• 401(k) matching program

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.