Operations and Strategy Associate at Greenboard in New York, NY

Summary: Greenboard is building the future of financial compliance with an AI-native operating system for various financial entities. The Operations & Strategy Associate will work closely with leadership to enhance operations, manage RevOps fundamentals, and develop financial models to support decision-making. Responsibilities: - Manage RevOps fundamentals, including maintaining CRM hygiene and building pipeline + conversion reporting the team trusts - Research and evaluate RevOps and finance systems (CRM, billing/invoicing, expense management, reporting/BI, data tooling); develop recommendations with clear tradeoffs and implementation plans - Own and maintain detailed financial, operational, and pricing models, ensuring the highest quality and accuracy to inform prioritization and resourcing decisions - Support 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 date - Create lightweight dashboards and decision materials (briefs, KPIs, reporting) that synthesize quantitative + qualitative inputs and surface trends, risks, and operational insights for leadership - Run focused competitive/market analyses (e.g., pricing, positioning, tooling landscape) tied to specific decisions - Partner with Sales, Customer Success, Engineering, and Product to unblock execution and resolve issues quickly Required Qualifications: - 1-4 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 skills - Ruthless prioritization with a strong bias to action - Extreme attention to detail with a high regard for precision - Strong organizational and project management skills; able to manage multiple workstreams and drive clarity from ambiguity - Proactive problem-solver who turns strategy into plans with owners, timelines, and measurable outcomes - Hustle, resourcefulness, and ownership suited to an early-stage startup - Excellent relationship-builder with ability to influence without authority - Demonstrated ability to design a simple process, implement it, measure it, and iterate Preferred Qualifications: - Familiarity with creating and enhancing operating cadences (OKRs/KPIs, reporting, cross-functional planning) - Exposure to fintech, compliance, or financial operations products - Comfort operating with limited structure in early-stage environments - Proficiency in spreadsheet-based financial/operating models (budgeting, forecasting, scenario planning) - Experience with HubSpot Required Skills: RevOps experience, Financial modeling, Project management Important Skills: Consulting experience, Data analysis, Communication skills, Problem-solving Nice-to-Have Skills: Resourcefulness, Process design, Hustle, Early-stage startup experience, OKRs/KPIs familiarity, HubSpot experience, Relationship-building, Organizational skills, Attention to detail, Adaptability Benefits: 401(k) with 5% company match, Medical, dental, and vision coverage, 15 days PTO + 11 company holidays + flexible sick time, 2 additional PTO days for each year of service (up to 10 additional days), 10 remote days per year plus additional around the holidays, Bi-annual off-sites and team retreats, Front-row seat to building the operating backbone of modern finance