Operations and Strategy Associate

About GreenboardAt Greenboard, we’re building the future of financial compliance. Greenboard is the unified, AI-native compliance operating system for RIAs, fintechs, private funds, hedge funds, and more. It replaces the fragmented mix of legacy tools and automates more than previously possible. By centralizing data and workflows, Greenboard helps firms reduce regulatory risk, simplify their technology stack, modernize how they run compliance, and save money.Our founding team includes engineers who have scaled products at Amazon, Google, and multiple unicorn startups. We’re backed by Y Combinator, General Catalyst, Base10, and other top-tier investors, and have raised over $20M to date. Brand-name financial institutions already rely on Greenboard — and we’re growing fast.About the Role:As an Operations & Strategy Associate, you’ll work directly with the Head of Operations & Strategy to scale how Greenboard operates. You’ll own foundational RevOps and finance operations, develop reporting that leadership trusts, and drive high-impact cross-functional projects to completion. You’ll research and implement the systems and processes that power our go-to-market and back office, and create high-quality financial and operational models to inform prioritization and resourcing decisions.This is a full-time, on-site role in NYC.What You’ll Work OnManage RevOps fundamentals, including maintaining CRM hygiene and building pipeline + conversion reporting the team trustsResearch and evaluate RevOps and finance systems (CRM, billing/invoicing, expense management, reporting/BI, data tooling); develop recommendations with clear tradeoffs and implementation plansOwn and maintain detailed financial, operational, and pricing models, ensuring the highest quality and accuracy to inform prioritization and resourcing decisionsSupport Head of Operations & Strategy with day-to-day finance operations, including invoicing and collections (AR), vendor payments (AP), expense management, and keeping records clean and up to dateCreate lightweight dashboards and decision materials (briefs, KPIs, reporting) that synthesize quantitative + qualitative inputs and surface trends, risks, and operational insights for leadershipRun focused competitive/market analyses (e.g., pricing, positioning, tooling landscape) tied to specific decisionsPartner with Sales, Customer Success, Engineering, and Product to unblock execution and resolve issues quicklyWho Are You?A high-ownership operator who loves turning ambiguity into plans, owners, and measurable outcomesStructured and analytical, you can work with data, define metrics, and explain what the numbers meanComfortable juggling multiple workstreams and driving alignment without formal authorityResourceful and action-oriented in early-stage environments; you start from zero and iterate quicklyYou like formulating the first version of a process, running it, and iterating fast based on what breaksQualificationsRequired1-4 years of experience in consulting/investment banking and/or operating roles at a high-growth startup (BizOps, Strategy & Ops, RevOps, or Finance)Exceptional written and verbal communication skillsRuthless prioritization with a strong bias to actionExtreme attention to detail with a high regard for precisionStrong organizational and project management skills; able to manage multiple workstreams and drive clarity from ambiguityProactive problem-solver who turns strategy into plans with owners, timelines, and measurable outcomesHustle, resourcefulness, and ownership suited to an early-stage startupExcellent relationship-builder with ability to influence without authorityDemonstrated ability to design a simple process, implement it, measure it, and iteratePreferredFamiliarity with creating and enhancing operating cadences (OKRs/KPIs, reporting, cross-functional planning)Exposure to fintech, compliance, or financial operations productsComfort operating with limited structure in early-stage environmentsProficiency ... (truncated, view full listing at source)