Strategy & Operations Associate

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.

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.

• 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

• 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

$80,000 – $115,000 USD annually.

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

• 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.