Job DescriptionThe 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
QualificationsWho 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 InformationWork Environment: 
