Strategy & Operations Associate

Beyond Finance; United States; Remote; USD 80,000 - 115,000; Full time

Benefits offered by this job

Health/Dental/Vision

PTO & Holidays

Parental leave

401(k) matching

Career development

Training

Team culture

Job summary

Beyond Finance is seeking a Strategy & Operations Associate to partner with the Executive Team on high-impact, cross-functional initiatives and to drive execution from ideation to measurable impact.

You will own strategic projects, perform financial analyses, build dashboards, and collaborate across departments to improve growth, efficiency, and the customer experience, with occasional travel and a base salary range of $80,000–$115,000 USD.

Qualifications

• Bachelor’s degree required; MBA a plus but not required.
• 2+ years of experience in management consulting, investment banking, private equity, strategy, or a high-growth startup.
• Proven ability to execute strategic and operational initiatives with measurable results.
• Advanced Excel skills and experience building financial models.

Responsibilities

• Lead end-to-end initiatives focused on growth, process improvements, and customer experience from ideation to execution.
• Conduct rigorous financial and strategic analyses to identify and evaluate opportunities.
• Manage a roadmap of operational enhancements to reduce risk and increase efficiency.
• Collaborate across departments to develop and implement impactful solutions.
• Build and maintain operational dashboards and reporting tools to track performance.
• Identify areas for improvement and drive initiatives that move the needle.

Skills

Analytical thinking

Financial modeling

Strategic thinking

Cross-functional collaboration

Communication

Problem-solving

Education

Bachelor’s degree

MBA (plus)

Tools

Excel

Job description

Strategy & Operations Associate

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!

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

As an Strategy & Operations Associate, you’ll take ownership of high-priority projects from ideation to implementation. Your responsibilities will include:

• 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

#LI-AW1

The base annual salary range is listed below. This role is eligible for additional incentives, including an annual bonus.Base Salary Range$80,000—$115,000 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
• 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.

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.