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 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.
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.
What the Team is Saying
Beyond Finance Compensation & Benefits Highlights
- Leave & Time Off Breadth—Time off includes unlimited PTO for salaried employees and at least 15 accrued days for hourly staff plus 8 paid holidays. This breadth provides multiple avenues to take time away depending on classification.
- Healthcare Strength—Benefit materials describe multiple national-carrier medical dental and vision options alongside short- and long‑term disability FSAs and dependent coverage. This breadth indicates comprehensive core health protection.
- Retirement Support—The 401(k) plan provides immediate eligibility and vesting with an employer match up to 4% (100% of the first 3% and 50% of the next 2%). This structure supports near-term savings momentum and long-term retirement security.
Beyond Finance Insights
What We Do
Grow along with our rapidly expanding organization and help us build and serve up customized unique technological and client service solutions! We’re pushing the boundaries of what a debt consolidation company can offer. But our mission to uplift isn’t limited to our clients — we know our people deserve to be elevated to their highest potential through growth opportunities a healthy work-life balance and continued support.
Why Work With Us
Our people make a real impact — on our organization as a whole but also on the lives of thousands of Americans. Beyond Finance offers you the chance to have your voice heard help people and grow in a collaborative uplifting environment.
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Beyond Finance Offices
Hybrid Workspace
Employees engage in a combination of remote and on-site work.
We offer a choice between hybrid remote and in-office work models so you can be where you feel you’ll be the most productive and happy! A few times a year we gather for in-person departmental meetups allowing us to share progress and collaborate.
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Date Posted
05/07/2026
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