Full-Time
Senior Associate - Strategy & Operations
Posted on 9/15/2025
Beyond Finance
1,001-5,000 employees
Personalized debt relief and consolidation services
Compensation Overview
$89.6k - $134.4k/yr
Chicago, IL, USA
Hybrid
Some remote work permitted per company policy.
 Business & Strategy (2) |
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- Bachelor’s degree in Business Administration, Business Operations, Economics, or Finance
- 2 years of experience in Strategy and Operations Analyst or Business Analyst
- Must have work experience with each of the following: (1) Driving product launches in debt resolution industry, including developing scoping documents and project plans, coordinating with cross-functional stakeholders, designing prototypes using Miro and Figma, conducting quantitative analyses with Excel and Looker, gathering qualitative insights using survey and interview methods, and leading operational implementation to achieve KPIs and drive growth and engagement; (2) Leading advancements in workforce management models using quantitative and qualitative analysis, data visualization, and process flow mapping using workforce management tools including Calabrio to identify and resolve staffing inefficiencies and productivity gaps, while establishing SOPs; (3) Using root cause and current state analysis problem solving frameworks to identify and prioritize manual, business-critical processes for automation, mitigating organizational risk, while leading the design and implementation of automated workflows to enhance operational efficiency and output in the debt resolution industry; and (4) Monitoring and maintaining Looker dashboards, SQL queries, Five9 reports, CRM platforms such as Salesforce, and debt resolution payment processing platforms including CFTPay to track KPIs and identify opportunities for growth
- Help lead critical, cross-functional initiatives with a focus on process optimization and automation, deliver objective analysis and insights and execute on strategic initiatives.
- Drive execution of product launches, including developing scoping documents and project plans, coordinating with cross-functional stakeholders, designing prototypes, conducting quantitative analyses, gathering qualitative insights, and leading operational implementation to achieve critical business KPIs and drive business growth and engagement.
- Identify opportunities for automation and system improvements and help lead road map of enhancements to drive continuity, reduce risk, and enable new capabilities.
- Lead advancements in workforce management models by leveraging quantitative and qualitative analysis, data visualization, and process flow mapping to identify and resolve staffing inefficiencies and workforce productivity gaps and establish related SOPs.
- Monitor and maintain Looker dashboards, SQL queries, and program management tools to track KPIs of ongoing initiatives and identify strategic opportunities for business growth.
- Stay up-to-date on industry trends, competitive landscape, and emerging technologies.
- Develop executive level reporting, including weekly, monthly, and quarterly business reviews.
- Build relationships with key stakeholders across the business to define needs and deliver holistic solutions.
- Work is performed in company’s office in Chicago with some remote work permitted per company policy.
- Standard company benefits offered.
- None
Beyond Finance provides debt relief services for individuals with unsecured debt, such as credit card debt, medical bills, and personal loans. Its offering includes free online assessments to determine eligibility, followed by a personalized plan generated with proprietary technology. A team of consultants then negotiates with creditors to reduce balances or consolidate debt, and the company also offers consolidation loan options through a network of lenders. Fees are charged only if results are achieved, aligning the company’s interests with those of clients. The process combines debt settlement and access to consolidation loans, supported by regular client communications throughout the program. Compared with competitors, Beyond Finance emphasizes tailored, data-driven solutions, experienced guidance, and a transparent, results-based fee structure. The goal is to help clients reduce their debt, pay it off faster, and regain financial stability.
Company Size
1,001-5,000
Company Stage
Debt Financing
Total Funding
$1.2B
Headquarters
Houston, Texas
Founded
2016
Simplify's Take
What believers are saying
- Comvest $635M credit facility enables aggressive scaling and market consolidation in debt resolution.
- Facilitated $3B+ debt payoff for 1M+ clients establishes defensible brand moat and network effects.
- Dual revenue streams from debt settlement and consolidation loans reduce dependence on single business model.
What critics are saying
- CFPB regulatory crackdown on debt settlement practices threatens core business model viability.
- Rising customer acquisition costs compress unit economics as digital marketing market saturates.
- Economic recession accelerates client defaults, triggering Comvest covenant violations and refinancing pressure.
What makes Beyond Finance unique
- Success-based fee model aligns incentives with client outcomes, eliminating upfront payment risk.
- Proprietary mobile app provides 24/7 access to debt management plans, first-mover advantage in category.
- Financial wellness ecosystem includes therapy sessions, budgeting tools, and community support beyond debt resolution.
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Benefits
Health Insurance
Dental Insurance
Vision Insurance
Unlimited Paid Time Off
Paid Holidays
Parental Leave
401(k) Company Match
Professional Development Budget
Company News
Beyond Finance recognized with 2025 Best in Biz Awards, including Gold for Customer Service Team. Beyond Finance, the nation's largest debt consolidation organization, earned top honors in the 2025 Best in Biz Awards, including Gold in the Customer Service Team category. The Best in Biz Awards is one of the most prestigious business awards in North America, and the only independent business awards program judged each year by prominent editors and reporters from top-tier publications. Beyond Finance also earned a Bronze Award as Company of the Year in the large size category. "The empathetic approach our team takes in working with clients truly sets us apart," said Vanessa Hering, EVP of Strategy and Operations at Beyond Finance. "Earning recognition as the country's best customer service team honors the dedication of our people, who go above and beyond every day to support clients on their journey toward financial independence. Being recognized in the Company of the Year category further reinforces what we believe at our core, that when you put customers first, results follow." Beyond Finance has made key investments to elevate the client experience, including the launch of an emotional intelligence training program for more than 300 Client Success team members and the introduction of weekly financial wellness webinars led by accredited financial therapists. Best in Biz Awards 2025 honors were conferred in 100 different categories, including Company of the Year, Most Innovative Company, Most Customer Friendly Company, Best Place to Work, Customer Service Department, Executive of the Year, Marketing Executive, Most Innovative Product, Enterprise Product, Best New Service, Most Environmentally Friendly Product, Tech for Good, CSR Program, Marketing Campaign, Event and Social Media Use of the Year. For a full list of gold, silver and bronze winners in Best in Biz Awards 2025, visit: http://www.bestinbizawards.com/2025-winners. Since the program's inception in 2011, winners in Best in Biz Awards have been determined by independent judging panels assembled each year from some of the most respected national and local newspapers, TV and radio outlets, and business, consumer, technology and trade publications in North America. By combining the unparalleled expertise and experience of the top-notch editors and reporters with the vast diversity of outlets they represent, Best in Biz Awards has always offered the most objective and unbiased judging, beyond programs scored by regular business professionals or by writers from one publication. The 2025 judging panel included, among others, writers from and contributors to Associated Press, Barron's, Consumer Affairs, eWeek, Forbes, Globe and Mail, Inc., MediaPost, New York Times, Ottawa Citizen, and Wired. Earlier this year, Beyond Finance was also recognized with a Gold Stevie Award as the Customer Service Department of the Year in Financial Services at the 23rd Annual American Business Awards(R), named an Organization of the Year in the 2025 Excellence in Customer Service Awards presented by Business Intelligence Group, and honored as the Financial Wellness Champion at the 2025 Banking Tech USA Awards. About Beyond Finance: Beyond Finance, LLC, is the nation's largest debt consolidation company. In its commitment to providing clients with a personalized approach to move beyond debt, Beyond Finance provides simple and transparent solutions that help consumers lower their monthly payments, reduce the impact of interest, and reach a debt-free life sooner. Beyond Finance holds an A+ rating with the Better Business Bureau and has been awarded with multiple recognitions for its commitment to clients: Organization of the Year - The Business Intelligence Group's Excellence in Customer Service Award, Gold Stevie Award for Outstanding Customer Service Department, Banking Tech Award - Financial Wellness Champion, and 3 ConsumerAffairs' "Buyer's Choice Awards." Beyond Finance has offices in Chicago, Atlanta, and Houston. For more information, visit BeyondFinance.com
As part of its third annual Financial Practice Week, Beyond Finance launched a nationwide initiative to inspire Americans to take ownership of their financial lives through reflection, education, and action.
There’s been a lot of chatter in recent months that a recession could be about to hit the U.S. economy. Experts are divided on whether or not that will happen, but keep in mind, nobody — not even top global economists — can predict a recession with 100% accuracy. Learn More: Salary Needed To Achieve the American Dream in the 50 Largest Cities Check Out: 12 SUVs With the Most Reliable Engines “Believing that one can predict when a recession is going to occur and how that recession will affect one’s finances is fool’s gold,” said Robert R. Johnson, Ph.D., CFA, CAIA, professor of finance at Heider College of Business, Creighton University. Not being able to predict a recession is even more reason you should always be prepared for one, as one can strike seemingly out of nowhere — just look at what happened during the onset of the COVID-19 pandemic
The Grameen Crédit Agricole Foundation, known for its efforts to combat poverty through financial inclusion with a focus on women, has joined forces with Beyond Finance, a Hong Kong-based consulting firm specializing in impact investment and ecosystem building, and FosterImpact, an advisory firm dedicated to advancing innovative impact funds and businesses aligned with the Sustainable Development Goals (SDGs).
The Grameen Crédit Agricole Foundation, Beyond Finance, and FosterImpact have collaboratively launched the Women Empowerment for Climate fund, with the ambitious goal of raising US$100 million.