Strategy & Operations Analyst

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 Analyst 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 Analyst, you’ll take ownership of high-priority projects from ideation to implementation. Your responsibilities will include:

•    Assisting in initiatives related to growth opportunities, process improvements, and customer experience enhancements by conducting research, preparing materials, and helping with execution tasks under the direction of  more senior team members
•    Supporting financial and strategic analyses by gathering data, creating models, and drafting insights to help prioritize and evaluate key business opportunities
•    Helping maintain and update project roadmaps by coordinating task tracking, status updates, and documentation of operational improvement efforts
•    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
•    Monitoring business operations and surfacing potential areas for improvement

What We’re Looking For

•    Bachelor’s degree required from accredited university
•    1-2 years of experience in management consulting, investment banking, private equity, strategy, or at a high-growth startup
•    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

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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 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.