Financial Sr. Associate Jobs

At Beyond Finance, we’ve made it our mission to help everyday Americans escape the endless cycle of crippling debt and step into a brighter financial future. Through compassionate, individualized care, supportive user-centric technology, and customized financial solutions, we’ve helped over 200,000 clients on their path to a debt-free life.
While we’re proud of what we’ve already accomplished (over $1 billion in resolved debt), we're searching for new collaborators to help us get to the next level! If you’re looking to join a forward-thinking, rapidly growing organization with helping people as its number one goal, we want to hear from you.
About The Role
The Financial Sr Associate at Beyond will be part of the corporate FP&A team and provide support for all FP&A efforts, including financial and business analysis, annual budgeting, forecasting, financial modeling, and strategic planning. The Financial Sr Associate will also play a “hands-on” role in developing and implementing financial planning processes and tools.
The FP&A team works cross-functionally with other teams within the organization to consolidate financial information and develop projections and analyses. Our team works in a fast-paced, collaborative and demanding environment and we are looking for a self-motivated candidate who has a “no excuses / get the job done” mentality.
The ideal candidate will be highly analytical and skilled at communicating complex financial concepts to, and developing working relationships with, Executive Leadership and all levels, functions, and operations of the company.
What You'll Do

• Identify and recommend enhancements with respect to content, process, and controls.
• Other duties assigned to ensure the proper functions of the team.
• Maintain, enhance, and design the FP&A reporting tool (Adaptive Insights).
• Assists with the preparation of monthly financial models, and variance analysis against budget and prior
• Participate in the annual budget and forecasting process for all assigned functional areas including relevant analysis and documentation of major variances.
• Partner with Accounting and HR to report monthly expenses and headcount across the firm’s divisions. Familiarity with variable headcount and staffing ratios. Prior exposure to contact center operations/staffing a plus.
• Meet with division leads to discuss monthly variances to budget and any organizational changes that may affect financials.
• Provide financial and strategic support to senior management and the owners, including preparing investor presentations, financial presentations, and other projects.

What We Look For

• Ability to work effectively under tight time constraints, and multi-task on various projects.
• Excellent analytical and problem-solving skills.
• High standards of accuracy and precision; strong attention to detail; highly organized.
• High potential individual, able to rise within the finance organization.
• Strong verbal, quantitative, and written communication skills required.
• Desire to learn the operations and strategy and ability to question the status quo.

Required Education And Experience

• Knowledge of reporting in Tableau and SQL/database structures a plus.
• Bachelor’s degree in Economics, Accounting, or Finance
• Strong Excel and PowerPoint skills (including VLookup and HLookup, indexing)
• Experience working for a PE-backed firm a plus.
• Experience with structured ERP systems (Adaptive, NetSuite, etc.) a plus. Feeding and pulling data using Adaptive, building reports and dashboards)
• 3-5 years of experience in FP&A, or similar field (banking/investment management/corporate finance/structured financing)
• Understanding of, and ability to build, projection curves

Why Join Us?
For Eligible Full-time Employees, We Offer
While you make a difference for others, we’ll work to make a difference for you, providing an uplifting, collaborative work environment and benefits that reflect your value to us.

• Hybrid work models
• Merit advancement opportunities
• Career development & training
• Generous PTO, paid holidays, and paid parental leave
• 401(k) matching program
• Considerable employer contributions for health, dental, and vision programs

And finally, our team spirit and culture! We cultivate an environment of community, connection, and belonging across our entire organization.
Beyond Finance does not accept unsolicited resumes from individual recruiters or third-party recruiting agencies in response to job positions. No fee will be paid to their parties who submit unsolicited candidates directly to Beyond Finance employees or the Beyond Finance HR team. No placement fee will be paid to any third party unless such a request has been made by the Beyond HR team.