Strategy & Operations Associate

Beyondfinance; Chicago (IL); On-site; USD 80,000 - 115,000; Full time

Benefits offered by this job

Health, dental, and vision programs

Generous PTO and paid holidays

401(k) matching program

Merit advancement opportunities

Career development & training

Job summary

Beyondfinance in Chicago is seeking a Strategy & Operations Associate to join their dynamic team. This role involves partnering with the Executive Team to lead strategic initiatives that drive growth and improve the customer experience. The ideal candidate will have a Bachelor's degree, at least 2 years of relevant experience, and strong analytical skills.

The position offers a base salary between $80,000 and $115,000, and includes additional incentives like bonuses. Employees enjoy benefits such as health coverage, generous PTO, and a 401(k) matching program.

Qualifications

• 2+ years of experience in management consulting, investment banking, private equity, or at a high-growth startup.
• Proven ability to execute strategic and operational initiatives with measurable results.
• Strong grasp of financial and business fundamentals.

Responsibilities

• Lead end-to-end initiatives focused on new growth opportunities.
• Conduct rigorous financial and strategic analyses to evaluate business opportunities.
• Manage a roadmap of operational enhancements to reduce risk and increase efficiency.
• Collaborate across departments to implement impactful solutions.
• Build and maintain operational dashboards and reporting tools.

Skills

Strategic thinking

Analytical mindset

Operational excellence

Problem-solving

Advanced Excel skills

Communication skills

Education

Bachelor’s degree

MBA (preferred)

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

• 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

Base Salary Range

$80,000 – $115,000 USD annually.

This role is eligible for additional incentives, including an annual bonus.

Why Join Us?

• 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

We cultivate an environment of community, connection, and belonging across our entire organization.