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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

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.

Company

Alternative Payments

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

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Jill
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