Strategy & Operations Manager

Beyond Finance; Chicago (IL); On-site; USD 110,000 - 170,000; 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 Manager to drive strategic initiatives and enhance operational efficiency. The ideal candidate will have a Bachelor’s degree and 4+ years of experience in consulting or a high-growth environment.

The role involves conducting financial analyses, managing process improvements, and collaborating across departments to implement impactful solutions. Join us in our mission to help people achieve financial stability, with competitive salary and benefits.

Qualifications

• 4+ 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.

Responsibilities

• Lead end-to-end initiatives focused on growth opportunities and process improvements.
• Conduct financial and strategic analyses to evaluate key business opportunities.
• Manage a roadmap of operational enhancements that reduce risk and increase efficiency.

Skills

Strategic thinking

Analytical skills

Operational excellence

Financial modeling

Communication

Problem-solving

Project management

Education

Bachelor’s degree

MBA

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 Manager 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
• 4+ 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

The base annual salary range is listed below. This role is eligible for additional incentives, including an annual bonus.

Base Salary Range: $110,000—$170,000 USD

Why Join Us?

Benefits

• 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.