Strategy & Ops Analyst
Summary
Analyst who runs and automates financial operations (billing, banking, reporting) for a global fintech, using AI tools to eliminate manual processes and improve efficiency.
What You'll Do:
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Run recurring operations processes end to end across billing, banking partners, and client reporting — following documented SOPs, hitting the deadlines, and flagging exceptions early
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Automate the work itself: build, test, and maintain Claude replacing manual steps, with the goal of eliminating manual work rather than just completing it
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Monitor daily and weekly operations, triage what's real, resolve what you can, and escalate what you can't
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Document everything in Notion: keep process pages, exception logs, and trackers current so any process you own is transferable to someone else on day one
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Bring a process efficiency mindset: identify bottlenecks, propose improvements, and redesign workflows while safeguarding the accuracy and audit trail that financial operations demand
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Partner with Product, Engineering, Compliance, and Sales to turn recurring manual fixes into permanent product fixes, and to support new launches on the operations side
What We're Looking For
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Fluent Portuguese and English. Jeeves is a global company and English is the language we use internally between regions. Spanish is a plus.
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0–2 years of experience. Recent graduates are very welcome — a degree in business, economics, finance, accounting, engineering, or a related field, or an internship in operations, finance, consulting, or fintech
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Genuine excitement to work with AI tools like Claude every day, and interest in building automations rather than only using them. No prior experience required, but curiosity and willingness to experiment are non-negotiable
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Strong spreadsheet skills (pivot tables, lookups, building and maintaining recurring files). Comfort with SQL, or a real appetite to learn it quickly — we live in Metabase
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Strong attention to detail. This work touches client money, invoices, and credit limits; you catch things others miss and take documentation seriously
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Highly adaptable; you handle shifting priorities and ambiguity well and can switch context across processes, regions, and products without losing rigor
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Comfort with repetitive, documentation-heavy work, paired with the instinct to systematize and automate it rather than just power through it
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Clear written communication in both languages, for client-facing and internal correspondence
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Nice to have: fintech, banking, or startup experience; exposure to Python, SQL, or Apps Script; familiarity with Notion, Slack, HubSpot, or Linear
Why Join Us:
You'll see how a global fintech actually works from the inside — billing, credit, collections, banking partners, compliance, and the product decisions behind all of it. You'll build real financial operations expertise fast, and you'll learn to build AI-powered automations that reshape how an entire team operates.
As published by lever
Resume/CV, Full name, Email, Phone, Current location, Current company, LinkedIn URL, Twitter URL, GitHub URL, Portfolio URL, Other website
- Do you speak English fluently? written answer
- Please share your Excel proficiency and comfort with structured data analysis? written answer
- Do you have experience building or deploying AI agents or automation workflows? written answer
- What is your monthly base salary requirement? written answer
- Explain your current AI usage capability. What tools are you using and how are you leveraging AI to reduce manual, repetitive work through AI so that more time can be spent on strategic and human-facing priorities? Please explain in detail. written answer