Strategy & Operations Associate, LiveFlow
+ Equity
4 days a week in office
Automating financial workflows
Open for applications
Automating financial workflows
21-100 employees
Open for applications
+ Equity
4 days a week in office
21-100 employees
Company mission
To empower people to build their own financial platforms for better efficiency and clarity.
Role
Who you are
- At least 1 year of working experience in a fast-paced environment (e.g., investment banking, private equity, management consulting, early-stage startups
- Excellent communication skills (prior copywriting experience isn’t necessary, but the ability to synthesize ideas into clear, easy-to-follow language is required for this role)
- Familiarity with sales and marketing campaigns, or the ability to learn
- Comfort with ambiguity, and testing/failing/learning to solve blue sky problems quickly
- Acumen to stay up-to-date with emerging technologies in AI and Search
- Strong Excel and Google Sheets knowledge (e.g., ability to INDEX/MATCH/MATCH)
What the job involves
- As a founding Strategy & Operations Associate, you’ll start with having direct ownership of new AI initiatives driving LiveFlow’s Go-To-Market strategy for CFOs
- You’ll own Generative Engine Optimization (GEO) efforts to broaden LiveFlow’s presence across conversational AI platforms, and ultimately, strengthen inbound demand from finance professionals
- In this capacity, you’ll be expected to deeply understand Financial Planning & Analysis, and develop content that informs prospects of the value LiveFlow delivers
- Develop a thorough understanding of LiveFlow’s ICP and articulate how the platform solves for financial modeling use cases (e.g. , Consolidation, Forecasting)
- Secure the #1 spot for LiveFlow as gen AI’s FP&A software of choice for mid-market finance teams using QuickBooks Online or Xero
- Own the full cycle of content creation from identifying topics, composing articles/posts, and publishing on relevant channels
- Analyze the performance of financial content, and make adjustments to improve search visibility and engagement rate (tracked by # of SQLs sourced)
- Create reports to extract actionable metrics and inform decisions for content strategy
- Identify key initiatives to expand your role (in AI or other strategic domains) by forming hypotheses, conducting analysis, and delivering executive-level proposals
- Drive efforts across a broad range of teams (e.g. , Sales, Customer Success, Product) to problem-solve, build, and lead projects fueling LiveFlow’s growth
- Stay adaptable and open to new opportunities directly under our CEO and COO
Application process
- Video Interview Submission
- Intro/Screening Call
- Take Home Assessment
- Technical & Career History Interview
- Founder’s Interview
Our take
Excel represents an essential tool used by finance professionals every day. According to LiveFlow, even though Excel was widely used in finance for the past 30 years, it's a standard tool that did not improve in time, thus it failed to adapt to the increasingly complex needs of finance professionals. The company aims to solve this problem by creating a modern Financial Management tool that aims to serve the needs of modern finance teams.
The founders first came up with the idea for LiveFlow after co-founder, Lasse, went bankrupt running his first business. Aiming to stop any other business having the same fate, LiveFlow was launched to ensure that clients have access to all of their financial information in one place.
The company differentiates itself through its proprietary technology that allows spreadsheets to automatically connect to the real-time data of users from Google Sheets, banks, and accounting platforms. LiveFlow already counts Nova Credit, Unfurl, Gorgias, and Olaf among its clients. Having closed a seed round in 2022, it continues to build a strong customer base.
Kirsty
Company Specialist at Welcome to the Jungle
Company
Funding (last 2 of 4 rounds)
Sep 2024
$13.5m
SERIES A
Oct 2022
$3.8m
SEED
Total funding: $21.3m
Company benefits
- Competitive base salary + commission
- Substantial equity package
- Unlimited vacation/paid time off
- Health and dental insurance
- 401(k)
- All the latest tech you need; MacBooks, monitors, etc
- Monthly budget to spend on books and conferences to keep learning
Company HQ
NoMad, New York, NY
Leadership
Anita Koimur
(COO)Before starting LiveFlow, they were in charge of Business Development at Revolut Rewards. They led the product rollout to 13 markets across EMEA, US, and APAC.
Lasse Kalkar
(CEO)They were the Head of Growth, Nordics at Revolut where they led Growth and Market launches in the Nordics. They also built a VC-backed robo-advisory investment app.
Evan O'Brien
(CTO)They were a Staff Software Engineer at WebSummit and built the whole WebSummit Virtual platform within 3 months of 2020 that hosted 50,000 live users.
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