Strategy & Operations Associate

What You'll Be Doing

• Own and improve critical business workflows across customer onboarding, transaction execution, account servicing, partner management, reporting, and other core operations
• Identify operational bottlenecks and build scalable processes, controls, and documentation to address them
• Work with product and engineering teams to translate business needs into clear requirements for internal tools, customer-facing products, and automation
• Build reporting that gives the team visibility into growth, conversion, turnaround times, service levels, unit economics, and other key performance indicators
• Analyze business performance and recommend changes to improve growth, efficiency, economics, and customer experience
• Coordinate across product, technology, sales, finance, operations, and external partners to keep important initiatives moving
• Support the development and launch of new products, partnerships, and distribution channels
• Conduct market, competitor, and strategic analysis to inform business priorities
• Manage high-priority projects from initial problem definition through implementation and ongoing performance monitoring
• Help establish the operating cadence, processes, and infrastructure required to scale the business
• Step into emerging problems that do not fit neatly within an existing function and take responsibility for resolving them

What You'll Need

• One to two years of experience in management consulting, investment banking, startup operations, fintech, or another analytically rigorous environment
• Management consulting experience is especially attractive because of the role’s emphasis on structured problem-solving, cross-functional execution, and working through ambiguity
• Strong analytical skills and comfort working with financial and operational data
• An ability to understand complex systems, identify what matters, and translate analysis into action
• Strong project-management skills, including the ability to coordinate multiple stakeholders and drive work forward without constant supervision
• Excellent written and verbal communication skills
• High attention to detail without losing sight of broader commercial priorities
• Comfort operating in a fast-moving environment where responsibilities may evolve as the business grows
• A low-ego, high-ownership approach and a willingness to move between strategic analysis and detailed execution
• Proficiency in Excel or Google Sheets; experience with SQL, data-visualization tools, workflow automation, or AI-enabled tools is helpful but not required

What's Great to Have

Direct fintech or financial-services experience is helpful but not required. Intellectual curiosity, commercial judgment, and the ability to learn quickly are more important.

• Ability to sit for extended periods of time while working at a computer, with or without reasonable accommodation
• Ability to use a computer, keyboard, mouse, and standard office equipment (e.g., phone, printer, scanner)
• Ability to view a computer screen for prolonged periods, with or without reasonable accommodation
• Ability to communicate effectively in person, by phone, and via email
• Ability to occasionally stand, walk, bend, and reach within an office environment
• Ability to lift and/or move up to 10–15 pounds occasionally (e.g., office supplies, files), with or without reasonable accommodation
• Ability to perform repetitive motions, such as typing or data entry
• Ability to maintain focus and attention while performing detailed tasks