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Strategy & Operations Associate at Beyondfinance · LumiJobs

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Beyondfinance· Posted Aug 27, 2026

Strategy & Operations Associate

Chicago, ILfull timeOn Site

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entry

$80k–$115k

H1B: no

Beyondfinance The Strategy & Operations Associate leads initiatives focused on growth, process improvements, and customer experience enhancements from assessment through execution. The role conducts financial and strategic analyses, manages operational roadmaps, and collaborates across departments to implement solutions.

Responsibilities

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.
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

Qualification

Bachelor’s degree requiredA proactiveWillingness to travel occasionallyBase Salary Range$80MBA a plus but not required

Required

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
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

Preferred

MBA a plus but not required

Benefits

Dental
Vision
401(k)
PTO
Equity/RSU
Annual Bonus
Parental Leave

Company

Beyondfinance

View company page

10000+ employees

Consulting

Founded 1989

Source: greenhouse

Active within the past hour

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Must-Have Skills for This Role

Financial modelingAdvanced Excel

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