Strategy & Operations Manager at Beyond Finance

Chicago, Illinois, United States

Beyond Finance Logo
Not SpecifiedCompensation
Mid-level (3 to 4 years), Senior (5 to 8 years)Experience Level
Full TimeJob Type
UnknownVisa
Financial ServicesIndustries

Requirements

  • Bachelor’s degree required; MBA a plus but not required
  • 4+ 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

Responsibilities

  • 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

Skills

Strategic Analysis
Financial Analysis
Project Management
Process Improvement
Operational Excellence
Business Strategy
Customer Experience
Data Analysis
Execution
Cross-functional Collaboration

Beyond Finance

Debt relief solutions for unsecured debt

About Beyond Finance

Beyond Finance provides debt relief solutions for individuals struggling with unsecured debt, such as credit card debt and personal loans. The process starts with a free online assessment to determine if a client's debt qualifies for their services, followed by the development of a personalized plan using proprietary technology. Experienced consultants negotiate with creditors to settle debts for lower amounts, and the company offers consolidation loan options through a network of lenders. Beyond Finance differentiates itself by charging fees only after clients see results, ensuring a strong focus on customer service and communication.

Houston, TexasHeadquarters
2016Year Founded
$805MTotal Funding
DEBTCompany Stage
Fintech, Financial ServicesIndustries
501-1,000Employees

Benefits

Health Insurance
Dental Insurance
Vision Insurance
Unlimited Paid Time Off
Paid Holidays
Parental Leave
401(k) Company Match
Professional Development Budget

Risks

Rising interest rates may reduce demand for debt consolidation loans.
Increased competition from fintech startups could erode Beyond Finance's market share.
Potential regulatory changes could increase operational costs for Beyond Finance.

Differentiation

Beyond Finance offers free financial therapy, enhancing holistic financial wellness solutions.
The company provides a mobile app for debt management, a first in the industry.
Beyond Finance's success fee model aligns company interests with client outcomes.

Upsides

Increased demand for digital financial tools boosts Beyond Finance's mobile app adoption.
Investor confidence is high, evidenced by a $635 million credit facility from Comvest.
Recognition for customer service and transparency enhances Beyond Finance's brand reputation.

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