About this role.
Beyond Finance is hiring a Director of Strategy & Analytics to lead a small analytics team while remaining hands-on with high-impact business analysis. The role focuses on marketing and sales growth, client retention, debt-consolidation performance, customer lifetime value, KPI definition, executive reporting, and experimentation. This director will partner with product, operations, data engineering, BI, sales, and marketing teams to translate data into recommendations for senior leaders. The ideal candidate brings 5–10 years of analytics, strategy, product, marketing, or business experience, strong SQL and visualization capabilities, and a record of rapid, measurable execution in a dynamic environment.
Role DNA
A quick view of the complexity, pace, ownership and collaboration implied by the job description.
Job Complexity
4/5Pace & Pressure
5/5Autonomy Level
5/5Communication Load
5/5Salary analysis
Estimated compensation compared with the broader US market for similar roles.
Core skills
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Sample interview questions
I would explain the business problem, define the decision required, and show how I combined relevant data sources into a clear analysis. I would quantify the recommendation’s impact, describe how I aligned stakeholders, and share the resulting outcome and follow-up measurement.
I would begin with a clean client-level data model covering acquisition channel, enrollment characteristics, servicing interactions, program milestones, outcomes, and costs. I would use cohort and survival analyses, segment clients by meaningful behavioral and operational factors, identify controllable drivers, and prioritize interventions based on expected LTV impact and feasibility.
I establish clear ownership, priorities, quality standards, and development plans for the team, then reserve my direct analytical work for ambiguous, high-leverage, or executive-critical problems. Regular planning and review cadences help me remove blockers without taking ownership away from team members.
An effective executive dashboard is tied to a small set of business decisions and clearly defined KPIs rather than displaying every available metric. It should show performance against targets, trends, drivers, material risks, and recommended actions, with consistent metric definitions and the ability to drill into exceptions.
I would align on the business hypothesis, primary metric, guardrail metrics, target population, and operational constraints before launch. I would define randomization, sample-size and duration requirements, monitoring procedures, and decision rules, then communicate results with both statistical rigor and practical recommendations for scaling or iterating.
At Beyond Finance, we’ve made it our mission to help everyday Americans escape the endless cycle of crippling debt and step into a brighter financial future. Through compassionate, individualized care, a culture focused on compliance and ethics, supportive user-centric technology, and customized financial solutions, we’ve helped over 1 million clients on their path to a brighter future.
While we’re proud of what we’ve already accomplished, we’re searching for new collaborators to help us get to the next level! If you’re looking to join a forward-thinking, rapidly growing organization with helping people as its number one goal, we want to hear from you.
About the Role
Beyond Finance is a data-driven FinTech where the Director of Strategy & Analytics will play a pivotal role in generating actionable analyses to ensure the company’s continued growth and success through informed decision-making. The Director will conduct analyses focused on optimizing and understanding marketing and sales growth, client retention, debt consolidation performance, and customer lifetime value (LTV). The role will collaborate cross-functionally with sales, marketing, operations, product, and data teams to deliver novel insights that contribute to achieving company goals. The Director must be able to prioritize tasks, delegate effectively, and manage resources efficiently to ensure key projects receive top priority and timely execution. Upon joining the team, a successful Director will quickly build a deep understanding of the business and effectively communicate results and present recommendations to senior executives.
The ideal candidate will be a results-driven, strategic thinker able to thrive in a dynamic, rapid-growth environment. Exceptional candidates will have best-in-class data skills including SQL, Excel, dataset manipulation, data visualization, and presentation.
What You’ll Do
- Lead a small team of analytics professionals conducting analyses of major operational trends, challenges, and opportunities
- Drive data analysis yourself as an Individual Contributor as well, focusing on analyzing data and presenting actionable recommendations to executive stakeholders
- Define and continually challenge KPIs critical to achieving company goals; lead the design of stakeholder dashboards and executive reporting
- Collaborate with Product and Operations to define tests and experimental design, and communicating results to senior management
- Work with the Data Engineering and Business Intelligence team to ensure data integrity
What We Look For
- Proven record of addressing marketing, product, or business challenges, conducting data-driven analyses, and delivering actionable insights that lead to measurable results
- Bachelor’s or Master’s degree in business, STEM, or other analytical field
- 5 – 10 years professional experience in marketing, product, strategy, or business analytics
- Prior experience in strategy consulting, financial services, or start-up environments
- Best-in-class data skills including SQL, Excel, dataset manipulation, data visualization, and presentation
- An ownership mindset, experience managing multiple projects simultaneously, and proven record of successful, rapid execution
Beyond Finance is a Chicago based company and is looking for candidates in the Chicagoland area. Candidates from other markets may be considered if they have proven success working in a fully remote environment.
#LI-AW1
The base annual salary range is listed below. This role is eligible for additional incentives, including an annual bonus.
Base Salary Range
$146,810—$203,084 USD
Why Join Us?
While you make a difference for others, we’ll work to make a difference for you, providing an uplifting, collaborative work environment and benefits that reflect your value to us. For eligible full-time employees, we offer:
- Considerable employer contributions for health, dental, and vision programs
- Generous PTO, paid holidays, and paid parental leave
- 401(k) matching program
- Merit advancement opportunities
- Career development & training
And finally, our team spirit and culture! We cultivate an environment of community, connection, and belonging across our entire organization.
Beyond Finance does not accept unsolicited resumes from individual recruiters or third-party recruiting agencies in response to job positions. No fee will be paid to their parties who submit unsolicited candidates directly to Beyond Finance employees or the Beyond Finance HR team. No placement fee will be paid to any third party unless such a request has been made by the Beyond HR team.
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