You will act as a strategic partner to the COO, tackling the company’s highest-priority challenges during a major expansion into accounts payable and AI-powered analytics. This multi-faceted role combines financial modeling, process automation, and cross-functional leadership to scale operations and optimize the money-movement stack for thousands of service businesses.
Business Operations & Strategy Associate at Alternative Payments
Stop advising and start building. Join a $22M Series A fintech led by former PE and IB professionals as the 4th hire on their Strategy & Ops team. This role is designed specifically for investment banking analysts who want to leverage their modeling skills while mastering AI-driven automation and startup operations. Based in New York, you'll work directly with the COO to build the financial operating system for SMBs, expanding a proven accounts receivable platform into a full-stack money movement engine.
Overview
Role overview
Company
Alternative Payments
$22M Series A fintech building a financial operating system for service-based SMBs
Responsibilities
What you will do
- Build complex financial models and dashboards to drive executive decision-making and monitor high-volume payment activity.
- Identify operational inefficiencies and build custom automations or MCPs to eliminate manual work across sales and success teams.
- Lead strategic initiatives and special projects directly for the leadership team to improve cost efficiency and mitigate financial risks.
Candidate profile
Who this is a fit for
- 2-5 years of experience in investment banking or private equity with a rigorous foundation in modeling and pressure-testing assumptions.
- Strong technical curiosity with an affinity for AI prompting and a desire to integrate automation into core business workflows.
- Proven ability to operate independently in fast-paced environments with a bias for action and an obsession with accurate, high-quality results.
What makes it remarkable
Why this role is remarkable
- Join a high-caliber team led by a COO with experience at Houlihan Lokey, H.I.G. Capital, and Rothschild, offering a direct mentorship path from finance to startup leadership.
- Scale a $22M Series A platform at a major inflection point as it moves beyond accounts receivable to become the full financial OS for SMBs.
- Deeply integrate cutting-edge AI tools like Claude Code and Cursor into daily operations, moving significantly faster than traditional finance or operations teams.
Jack & Jill
How Jack & Jill work together
Meet Jack
Jack gets to know what you're great at and what you want next, then searches 15 million jobs daily and helps you discover roles at companies like this.
How does this work?
Jack's an AI agent for job searching and career coaching. He works for you.
Jill is the AI recruiter working for the company. She recruits from Jack's network.
If it's a match and the company wants to meet you, they'll make the intro. In the meantime, if you'd like, Jack will send you excellent alternatives.