Full-Time

Strategy & Operations Associate

Updated on 4/11/2025

LiveFlow

LiveFlow

11-50 employees

Automates financial reporting for businesses

No salary listed

Junior

New York, NY, USA

Category
Strategy Development
Business Development
Business & Strategy
Required Skills
Sales
Marketing
Data Analysis
Investment Banking
Excel/Numbers/Sheets
Financial Modeling
Requirements
  • At least 1 year of working experience in a fast-paced environment (e.g., investment banking, private equity, management consulting, early-stage startups)
  • Excellent communication skills (prior copywriting experience isn’t necessary, but the ability to synthesize ideas into clear, easy-to-follow language is required for this role)
  • Familiarity with sales and marketing campaigns, or the ability to learn
  • Comfort with ambiguity, and testing/failing/learning to solve blue sky problems quickly
  • Acumen to stay up-to-date with emerging technologies in AI and Search
  • Strong Excel and Google Sheets knowledge (e.g., ability to INDEX/MATCH/MATCH)
Responsibilities
  • Develop a thorough understanding of LiveFlow’s ICP and articulate how the platform solves for financial modeling use cases (e.g., Consolidation, Forecasting)
  • Secure the #1 spot for LiveFlow as gen AI’s FP&A software of choice for mid-market finance teams using QuickBooks Online or Xero
  • Own the full cycle of content creation from identifying topics, composing articles/posts, and publishing on relevant channels
  • Analyze the performance of financial content, and make adjustments to improve search visibility and engagement rate (tracked by # of SQLs sourced)
  • Create reports to extract actionable metrics and inform decisions for content strategy
  • Identify key initiatives to expand your role (in AI or other strategic domains) by forming hypotheses, conducting analysis, and delivering executive-level proposals
  • Drive efforts across a broad range of teams (e.g., Sales, Customer Success, Product) to problem-solve, build, and lead projects fueling LiveFlow’s growth
  • Stay adaptable and open to new opportunities directly under our CEO and COO
Desired Qualifications
  • Familiarity with sales and marketing campaigns, or the ability to learn

LiveFlow transforms Google Sheets and Excel spreadsheets into real-time financial planning and analysis dashboards, primarily for small to medium-sized businesses and accounting firms using QuickBooks Online. The platform automates financial reporting by integrating directly with QuickBooks, allowing users to create dashboards that compare budgets to actuals, consolidate data from multiple entities, and access detailed financial information without leaving their spreadsheet environment. This automation significantly reduces the time and effort needed for financial reporting. LiveFlow operates on a subscription model, offering clients access to over 100 reporting templates, automatic data refreshes, and customizable financial models. Key features include live data updates and the ability to customize reports easily. LiveFlow aims to simplify financial reporting and analysis, making it more efficient for businesses.

Company Size

11-50

Company Stage

Series A

Total Funding

$21.3M

Headquarters

Redwood City, California

Founded

2020

Simplify Jobs

Simplify's Take

What believers are saying

  • Integration with AI tools enhances real-time insights and predictive capabilities.
  • Growing remote work trend increases demand for cloud-based financial solutions.
  • Open banking APIs allow seamless integration with various financial platforms.

What critics are saying

  • Integration with Xero may increase competition with existing Xero partners.
  • Expansion into the U.S. market could lead to regulatory compliance challenges.
  • Reliance on QuickBooks Online poses risks if Intuit changes API policies.

What makes LiveFlow unique

  • LiveFlow automates financial workflows, reducing manual effort for finance professionals.
  • It transforms Google Sheets into real-time FP&A dashboards, enhancing productivity.
  • LiveFlow integrates directly with QuickBooks Online, streamlining financial reporting processes.

Help us improve and share your feedback! Did you find this helpful?

Benefits

Health Insurance

Dental Insurance

Vision Insurance

401(k) Retirement Plan

Unlimited Paid Time Off

Paid Vacation

Company Equity

Growth & Insights and Company News

Headcount

6 month growth

14%

1 year growth

-6%

2 year growth

4%
People of Color in Tech
Sep 27th, 2024
Ex-Revolut Leaders Launch AI Accounting Startup LiveFlow

Founded by Lasse Kalkar and Anita Koimur, both of whom held senior positions at Revolut, LiveFlow raised a $13.5 million Series A led by Valar Ventures, with plans to expand in the U.S.

LiveFlow
Sep 25th, 2024
LiveFlow Raises $13.5 million Series A to modernize accounting and inspire the next generation of accountants | LiveFlow

LiveFlow raised $13.5 million in Series A funding and launched LiveFlow Next. The new platform offers advanced tools for Financial Reporting and Analysis. The company plans to expand its New York team and invest in R&D.

Finance Director Europe
Sep 25th, 2024
LiveFlow secures $13.5m for finance and accounting automation platform

In addition to the new capital raise, LiveFlow unveiled a platform, dubbed LiveFlow Next.

Finsmes
Sep 24th, 2024
LiveFlow Raises $13.5M in Series A Funding

LiveFlow, a NYC-based provider of an intelligent finance and accounting automation platform, raised $13.5M in Series A funding.

Manchester Times
Aug 12th, 2024
LiveFlow Launches Integration with Xero for Accounting Firms and Businesses

LiveFlow, a leading financial automation platform, announced today the launch of its highly anticipated integration with Xero.