Business Operations Associate

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

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

Work Environment:

• Remote
• All your information will be kept confidential according to EEO guidelines.