Job Description
The Opportunity
We're looking for a high-performing Business Operations Associate to help solve complex problems, drive strategic initiatives, and support the scaling of our financial operations platform. This is a high-visibility role ideal for someone transitioning out of investment banking, management consulting, or private equity (2–4 years of experience), eager to move into a fast-paced SaaS business environment.
What You’ll Do
Partner directly with senior leadership to identify operational bottlenecks and implement scalable solutions across product, finance, and service delivery teams
Build and maintain dashboards and performance metrics to drive decision-making and operational transparency
Conduct financial modeling, ROI analysis, and business case development for new initiatives and cross-functional projects
Support M&A integration, pricing strategy, vendor negotiations, and business case planning
Lead cross-functional initiatives that improve customer experience, operational efficiency, and revenue growth
Operate as a versatile problem-solver—whether analyzing operational data, coordinating cross-functional initiatives, or optimizing internal systems and workflows
Qualifications
Who You Are
2–5 years of experience in investment banking, private equity, consulting, or BizOps at a high-growth SaaS or fintech company
Analytical and data-driven, with strong Excel and financial modeling skills (SQL or Looker experience a plus)
Clear communicator who can work cross-functionally and break down complexity
Thrives in a startup environment
Bonus Points
Experience with SaaS business models, accounting/finance systems, or working directly with product/engineering teams
Familiarity with tools like Salesforce, Looker, SQL, or Airtable
You’ve built process improvements or internal tools that made teams more efficient or customers happier
Additional Information
Work Environment: