Strategy & Operations Associate
The Strategy & Operations Associate at Confidential Client supports the organization's mission by managing operations, finance, and special projects under the Chief of Staff. This role involves handling accounts payable, budgeting, financial reporting, and creating presentations, while acting as an in-house consultant to solve problems and improve processes. It offers early-career professionals a dynamic opportunity to develop strategy and operational skills within a healthcare innovation environment.
About Careertakes
👉 Important disclosure: Careertakes is a third-party recruiting platform supporting this hiring process. If selected, you will be employed directly by our client, Accounting & Finance.
Applicants for this role may also receive access to additional matched opportunities through the Careertakes platform.
What You’ll Do
You will join the office of the CEO as a Strategy & Operations Associate and report to the Chief of Staff. This is an early-career, hands-on role that combines operations, finance, and special projects. You’ll work across teams and with senior leaders to keep projects moving, support financial workflows, and translate analysis into clear recommendations and polished presentations.
- Own accounts payable workflow: enter and code bills, route approvals, and maintain accurate vendor records.
- Support annual budgeting, reforecasts, and monthly financial reviews by pulling data, building reports, and flagging variances.
- Draft first versions of team decks, board materials, and committee presentations—turning rough ideas and data into persuasive slides.
- Build Excel models and analyses (formulas, pivot tables, etc.) to answer business questions and inform decisions.
- Partner with the Chief of Staff on problem-solving: research options, structure problems, and present recommended actions.
- Plan and prepare materials for key meetings, capture notes and action items, and follow up on deliverables.
- Track OKRs and prepare monthly and quarterly updates for leadership.
- Lead or contribute to special projects across operations, HR administration, and partnerships as priorities evolve.
- Document and improve processes to increase clarity and efficiency.
What We’re Looking For
- 0–2 years of professional experience (including internships). Background in consulting, operations, finance, or startups is a plus.
- Bachelor’s degree required.
- Trusted partner who can handle confidential information with discretion.
- A hardworking, flexible “utility player” attitude—no task is too big or small.
- Strong PowerPoint skills: convert messy ideas into clean, persuasive narratives.
- Strong Excel skills: comfortable with formulas, pivot tables, and organizing data for others.
- Curious about finance and willing to learn accounting and financial operations basics.
- Comfortable with ambiguity: asks the right questions, creates a plan, and executes.
- Confident working with executives and senior leaders.
- Clear written and oral communicator who welcomes feedback and iterates quickly.
- Interest in healthcare required.
- Familiarity with accounting/AP tools (e.g., QuickBooks Online, Bill.com) is a plus but not required.
Benefits & Perks
Our client invests in its people and offers competitive, comprehensive benefits, including:
- Choice of medical, dental, and vision insurance plan options.
- Opportunity to participate in a 403(b) and access FSA plans for medical, child care, and transit expenses.
- Monthly cell phone stipend (non-taxed).
- Unlimited paid time off.
- Annual company-wide winter break between Christmas and New Year’s.
- Opportunities to build a professional network across healthcare and entrepreneurship.
- Dedicated learning time and regular workshops to grow your skills.
- A small, dynamic team environment with real ownership and stretch opportunities.
Base salary for this position is budgeted between $55,000 and $60,000. The role is also eligible for the client’s Executive Incentive Plan.
Our Values
- Never stop experimenting (try. assess. learn. iterate. repeat.)
- Be the host (be warm, welcoming and gracious)
- Turn over rocks (stay perpetually curious)
- Make others successful (by helping others, you help yourself)
- Speak your mind (be authentic and straightforward)
About the Confidential Client
The confidential client is a mission-driven organization operating at the intersection of healthcare innovation and accounting & finance operations. The organization partners with startups, health systems, and industry leaders to accelerate healthcare improvements and support innovators. As a Strategy & Operations Associate, you’ll gain exposure to senior leadership, cross-functional initiatives, and the broader healthcare innovation ecosystem.
Equal Opportunity & Hiring Transparency
Careertakes and our client are Equal Opportunity Employers committed to building a diverse and inclusive workforce. We prohibit discrimination or harassment of any kind. To support a fair and efficient hiring process, AI tools may be used to assist with application review or resume screening. These tools do not replace human decision-making. Final hiring decisions are made by people.
If you have questions about how your data is used, please contact us directly.
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