Strategy & Operations Associate

LiveFlow; New York (NY); On-site; USD 60,000 - 100,000; Full time

Job summary

An innovative firm is seeking a dynamic Strategy & Operations Associate to lead AI initiatives that enhance its Go-To-Market strategy. This role involves understanding financial modeling and creating compelling content to engage finance professionals. You will collaborate with various teams and drive projects that fuel growth while adapting to new challenges under the guidance of executive leadership. If you're passionate about AI and finance, and ready to make an impact in a fast-paced environment, this opportunity is perfect for you.

Benefits

Substantial equity package

Medical, dental, and vision coverage

Latest tech equipment

Monthly budget for books and conferences

28 days paid vacation + 9 US holidays

Qualifications

• 1+ years in fast-paced environments like investment banking or startups.
• Strong communication and analytical skills are essential.

Responsibilities

• Drive AI initiatives and content creation for financial modeling.
• Analyze content performance and improve engagement metrics.

Skills

Communication Skills

Analytical Skills

Financial Planning & Analysis

Content Creation

Adaptability

Education

Bachelor's Degree

Tools

Excel

Google Sheets

Job description

About LiveFlow

Our mission is to help companies manage their finances better.

We are building the next-generation accounting and finance platform that transforms outdated systems and complex, often manual workflows into a simple, smart, and intuitive user experience — and we need brilliant, and ambitious people to help us succeed.

We have raised over $21M from top-tier investors including YC, YC Continuity, Valar Ventures, Seedcamp, WndrCo, Moonfire, Bradley Horowitz (VP Product, Google). Most recently, we raised our Series A from Valar Ventures!

About the Role

As a founding Strategy & Operations Associate, you’ll start with having direct ownership of new AI initiatives driving LiveFlow’s Go-To-Market strategy for CFOs. You’ll own Generative Engine Optimization (GEO) efforts to broaden LiveFlow’s presence across conversational AI platforms, and ultimately, strengthen inbound demand from finance professionals. In this capacity, you’ll be expected to deeply understand Financial Planning & Analysis, and develop content that informs prospects of the value LiveFlow delivers.

What You Will Do

• Develop a thorough understanding of LiveFlow’s ICP and articulate how the platform solves for financial modeling use cases (e.g., Consolidation, Forecasting)
• Secure the #1 spot for LiveFlow as gen AI’s FP&A software of choice for mid-market finance teams using QuickBooks Online or Xero
• Own the full cycle of content creation from identifying topics, composing articles/posts, and publishing on relevant channels
• Analyze the performance of financial content, and make adjustments to improve search visibility and engagement rate (tracked by # of SQLs sourced)
• Create reports to extract actionable metrics and inform decisions for content strategy
• Identify key initiatives to expand your role (in AI or other strategic domains) by forming hypotheses, conducting analysis, and delivering executive-level proposals
• Drive efforts across a broad range of teams (e.g., Sales, Customer Success, Product) to problem-solve, build, and lead projects fueling LiveFlow’s growth
• Stay adaptable and open to new opportunities directly under our CEO and COO

What We’re Looking For

• At least 1 year of working experience in a fast-paced environment (e.g., investment banking, private equity, management consulting, early-stage startups)
• Excellent communication skills (prior copywriting experience isn’t necessary, but the ability to synthesize ideas into clear, easy-to-follow language is required for this role)
• Familiarity with sales and marketing campaigns, or the ability to learn
• Comfort with ambiguity, and testing/failing/learning to solve blue sky problems quickly
• Acumen to stay up-to-date with emerging technologies in AI and Search
• Strong Excel and Google Sheets knowledge (e.g., ability to INDEX/MATCH/MATCH)

Benefits

• Substantial equity package
• Medical, dental, and vision coverage
• All the latest tech you need; MacBooks, monitors, etc
• Monthly budget to spend on books and conferences to keep learning
• 28 days paid vacation + 9 US holidays
• Missing something? Just let us know and we can talk about it!

Interview Process

1. Video Interview Submission
2. Intro/Screening Call
3. Take Home Assessment
4. Technical & Career History Interview
5. Founder’s Interview

We are an equal opportunity employer and value diversity at our company. We do not discriminate on the basis of race, religion, color, national origin, gender, sexual orientation, age, marital status, veteran status, or disability status.