Strategy & Operations Associate

This is a fully remote position, open to applicants in New York.

📋 Description

• Take ownership and enhance key business workflows related to customer onboarding, transaction processing, account management, partner relations, reporting, and other essential operations.

• Detect operational inefficiencies and develop scalable processes, controls, and documentation.

• Convert business needs into requirements for internal tools, customer-facing applications, and automation solutions.

• Create reports focused on growth, conversion rates, turnaround times, service levels, unit economics, and other key performance indicators (KPIs).

• Evaluate business performance and suggest adjustments to foster growth, efficiency, economics, and improved customer experience.

• Collaborate with product, technology, sales, finance, operations, and external partners.

• Assist in the development and launch of new products, partnerships, and distribution channels.

• Perform market, competitor, and strategic analysis.

• Oversee high-priority projects from the problem definition phase through implementation and performance assessment.

• Aid in establishing the operational rhythm, processes, and infrastructure necessary for business scaling.

• Address emerging issues beyond current functions.

• Work closely with senior leadership across product, technology, sales, finance, and operations.

• Identify business challenges, create practical solutions, and remain engaged throughout the implementation process.

⛳️ Requirements

• One to two years of experience in management consulting, investment banking, startup operations, fintech, or another analytically rigorous field.

• Strong analytical abilities and comfort with financial and operational data.

• Capability to comprehend complex systems, pinpoint critical factors, and convert analysis into actionable plans.

• Robust project management skills.

• Aptitude for coordinating multiple stakeholders and advancing projects without constant oversight.

• Exceptional written and verbal communication skills.

• High attention to detail.

• Comfort in a fast-paced environment with shifting responsibilities.

• Low-ego, high-ownership mindset.

• Proficiency in Excel or Google Sheets.

• Capability to sit for extended durations while working on a computer.

• Ability to use standard office equipment.

• Capacity to view a computer screen for prolonged periods.

• Proficient in effective communication in person, via phone, and through email.

• Ability to occasionally stand, walk, bend, and reach within an office setting.

• Capacity to lift and/or move up to 10–15 pounds occasionally.

• Ability to perform repetitive tasks such as typing or data entry.

• Capability to maintain focus and attention while executing detailed tasks.

• Direct experience in fintech or financial services is advantageous but not mandatory.

• Familiarity with SQL, data visualization tools, workflow automation, or AI-enabled tools is beneficial but not required.

• Arbol participates in the E-Verify program to verify employment eligibility.

🏝️ Benefits

• Competitive compensation.

• Equity options.

• Comprehensive health insurance coverage.

• Dental insurance.

• Vision insurance.

• Optional flexible spending account (FSA).

• 401(k) matching.

• Flexible paid time off (PTO).

• Reasonable accommodations during the hiring process.