Senior Associate, Strategic Initiatives

GoodLeapWest Palm Beach, FL
$100,000 - $130,000

About The Position

The Strategic Initiatives team builds internal software and financial models that run parts of GoodLeap's lending programs. This role is built for someone with a strong finance, analytical, or operations background who is genuinely curious about what AI coding tools can do. The Senior Associate learns to work directly with GoodLeap teams to understand a problem, then uses AI coding agents (Claude Code and similar tools) alongside a more senior teammate to turn that problem into a working model, tool, or feature. Over time, this role takes on more of the build independently.

Requirements

  • Bachelor's degree in Finance, Business, Economics, or a related quantitative field.
  • 4+ years of experience in a finance, analytical, or operations role.
  • Curiosity: about how things work and what AI tools can do, evidenced by something you taught yourself rather than were assigned to do.
  • Perseverance: a track record of sticking with an ambiguous or frustrating problem, through failed attempts, until it actually works.
  • Critical thinking: the ability to break a messy business problem into clear logic before jumping to a solution.
  • Advanced Excel skills and general comfort working with data.
  • No prior coding or software engineering experience required. What matters is a demonstrated interest in AI tools and the willingness to learn to direct them.
  • Clear written and verbal communication; comfortable presenting findings to non-technical stakeholders.

Nice To Haves

  • Experience with internal software, financial services, lending, or AI tools is a plus but not required.

Responsibilities

  • Meet directly with business users to understand how they work today and where the process breaks down.
  • Document workflows clearly enough that a solution can be scoped and tested against a real problem.
  • Distinguish a real product problem from a training issue or a one-off complaint.
  • Learn to direct AI coding agents to build financial models, internal tools, and product features under guidance from a Manager or Director.
  • Prototype quickly, put early versions in front of the requesting user, and adjust based on what actually happens when they use it.
  • Review AI-generated output for correctness before it reaches a user or a production system.
  • Take on increasing scope independently as judgment and technical fluency grow.
  • Build and maintain financial models and analyses supporting GoodLeap's lending programs.
  • Flag assumptions, data issues, or edge cases that could change a model's output before they become someone else's problem.
  • Support and maintain tools after they ship: handle user questions, fix small issues, and add minor improvements.
  • Escalate anything that looks like an architecture, data, or infrastructure decision rather than working around it.

Benefits

  • bonus
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