Strategy & Operations Manager

The Strategy & Operations Manager will serve as a strategic partner to business leaders by driving financial planning, operational improvements, and data-driven decision-making. This role requires strong analytical capabilities, ownership, and the ability to translate complex challenges into practical recommendations.

• Lead financial planning, forecasting, and reporting processes across revenue, expenses, and cash flow.


• Build, maintain, and improve financial models to support business planning and strategic decisions.


• Conduct high-impact strategic analyses related to pricing, go-to-market performance, product launches, market opportunities, and business growth initiatives.


• Partner with Sales, Product, Engineering, and Finance teams to identify opportunities, evaluate performance, and improve operational efficiency.


• Support the operational foundation of embedded finance products by analyzing business models, partnerships, and growth opportunities.


• Develop actionable recommendations by combining business insights, financial data, and market analysis.


• Create and improve reporting frameworks, dashboards, and processes to increase visibility into business performance.


• Use tools such as Excel/Google Sheets, SQL, and business intelligence platforms to gather, analyze, and communicate insights.


• Drive automation and process improvements across financial planning and revenue operations.


• Support corporate development initiatives, including market research, strategic opportunities, diligence activities, and investor reporting.


• Prepare executive-level presentations and communicate recommendations clearly to stakeholders.

Requirements:

The ideal candidate is a strategic and analytical professional with experience in finance, business operations, and high-growth technology environments. They should be comfortable working independently, managing ambiguity, and influencing decisions across multiple teams.

• 5–7 years of professional experience, including 2–3 years within a high-growth SaaS or technology startup environment.


• Previous experience in investment banking, private equity, management consulting, corporate strategy, or business operations preferred.


• Strong financial modeling skills with experience building and managing revenue, expense, and cash flow forecasts.


• Advanced analytical skills with the ability to independently collect, manipulate, and interpret business data.


• Experience using tools such as Excel, Google Sheets, SQL, Looker, Salesforce, Stripe, or similar business systems.


• Ability to transform ambiguous business questions into structured analyses and actionable recommendations.


• Strong communication skills with the ability to present insights, provide recommendations, and influence stakeholders.


• Comfortable collaborating cross-functionally with Sales, Product, Engineering, and Finance teams.


• Experience leveraging AI tools to improve productivity, analysis, and operational workflows.


• Strong ownership mindset with the ability to create processes, solve problems, and execute independently.


• Ability to thrive in a fast-paced, evolving environment with changing priorities.

Benefits:

• Competitive compensation package with equity opportunities.


• $200,000 compensation package with equity.


• Long-term equity flexibility with a 10-year exercise window for vested options.


• Fully remote work environment with flexible working arrangements.


• Suggested 4–5 weeks of annual time off for mental, physical, and emotional wellbeing.


• $2,000 workspace setup budget to support an effective home office.


• $1,000 annual learning and development stipend.


• Opportunity to work within a growing technology company backed by leading investors.


• Exposure to strategic initiatives, corporate development, and high-impact business decisions.


• Collaborative culture built around ownership, innovation, and continuous improvement.