Work cross-functionally to execute on high-impact projects and implement new processes to scale operations.
Serve as a strategic partner, identifying issues, building models and analyzing data to make recommendations to improve financial and operational decision-making across the organization.
Leverage AI and automation to accelerate execution, including by not limited to Claude Code, Cursor, custom-built MCPs, etc.
Prepare regular reports and dashboards to communicate insights and recommendations to stakeholders.
Support the leadership team in executing all operational and strategic initiatives.
Monitor, manage and report on payment activity to create operating efficiency, optimize costs and mitigate risks
Support the sales + customer success teams with complex challenges
Identify inefficiencies across the organization and improve processes and / or create automations to eliminate the inefficiencies

2-5 years of professional experience within investment banking, private equity, or financial services
Superior analytical, critical thinking and quantitative skills
Intermediate knowledge of AI, prompting, key use cases and an affinity to learn about how to more deeply integrate AI into your daily workflows
Ability to execute in ambiguous, fast paced environments under tight and unpredictable timelines and produce accurate, high quality results
High sense of urgency, a bias for action and work ethic
Rigorous attention to detail
Ability to handle multiple competing projects
Ability to work independently and be proactive
Excellent written and verbal communication skills
Strong problem solving and decision making skills
Ability to work collaboratively and cross functionally within the organization

Competitive salary tailored to your experience, skills, and expertise.
Equity opportunities so you can share in our growth and success.
Unlimited PTO and flexibility when you need it the most.
Yearly learning & development stipend to help you grow and do your best work.

Business Operations & Finance Associate

Key skills