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 300,000 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

We are looking to grow our Strategy & Operations team. This team covers a wide range of upfront strategy all the way into driving detailed hands-on execution. We lead mission-critical, cross-functional efforts, deliver objective analysis and insights, and execute strategic initiatives. The ideal candidate will combine thought leadership, commercial pragmatism, and analytical rigor with enthusiasm for diving deeper into existing processes and tirelessly looking for opportunities to “move the needle.” 

 What You'll Do

       Manage initiatives that focus on new projects, process optimization and customer experience enhancements; Initiatives will require end-to-end execution from initial assessment through recommendation and implementation

       Lead roadmap of enhancements to drive continuity, reduce risk, and enable new capabilities

       Identify opportunities to increase revenue, as well as for automation and system improvements

       Perform financial forecasting and market analysis to develop a competitive intelligence strategy

       Build relationships with key stakeholders across the business to define needs and deliver holistic solutions

       Author and deliver executive level reporting, including weekly, monthly, and quarterly business reviews

       Build and/or maintain operational dashboards and reporting suites to track, manage, and provide valuable insights on metrics and KPIs.


       Bachelor's degree from an accredited college or university. MBA preferred, but not required.

            ●        Experience in consulting, investment banking, private equity, strategy or a high growth start up. Education and GPA required for those that lack the minimum work experience requirement.

       Experience executing complex strategic and operational initiatives with solid business judgment

       Strong knowledge of business and financial concepts

       Demonstrated ability to deliver results in a fast-paced environment

       Quick learner; willing to dive in and get her/his hands dirty

       Exceptional problem-solving skills, with the ability to conduct analysis and make strategic recommendations

       Experience conducting quantitative and qualitative analysis, including creating complex Excel models; SQL experience is a plus.

       Excellent communication and interpersonal skills

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.

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