Analyze and organize business information using spreadsheets, formulas, and pivot tables.
Prepare presentations and concise written reports to support strategy and operations.
Collaborate with teammates using remote communication tools and maintain data confidentiality.
An AI recruiting startup focused on using technology to improve hiring processes. It is a small, collaborative team that values organized analysis, clear communication, and responsible data handling.
Compile data-driven reports for senior stakeholders and build Looker dashboards.
Perform root-cause analysis and automate processes using SQL and Google Sheets.
Manage incidents and create dynamic burndown plans to predict service recovery.
Monzo is a digital bank on a mission to make money work for everyone, offering accounts, savings, investments, and pensions in the UK. With a focus on award-winning customer service and financial education, Monzo has grown significantly and fosters an inclusive, diverse culture.
Gather and document business requirements for complex configuration data sets.
Work directly with carrier stakeholders to document key scope decisions.
Translate business requirements into technical specifications for engineering.
Bestow is a vertical technology platform for life insurers, unifying legacy value chains to enable faster product launches. Backed by investors like Goldman Sachs and NEA, the company is trusted by major carriers and values precision, purpose, and heart.
Conduct research and data analysis to support client engagements, including financial summaries, KPI analysis, and market comparisons.
Use AI tools like Claude to accelerate drafting, analysis, and document review while independently validating outputs.
Proactively identify next steps, improve processes, and communicate insights clearly to clients and teammates.
FinStrat Management is a fractional CFO firm serving SaaS companies, leveraging AI tools like Claude to deliver finance services efficiently. The company fosters a collaborative, learning-oriented culture that values curiosity, initiative, and strong relationships.