Strategy & Operations Associate

About this role

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
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?

While you make a difference for others, we’ll work to make a difference for you, providing an uplifting, collaborative work environment and benefits that reflect your value to us. For eligible full-time employees, we offer:

• 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…