Operations Assistant

MatchaCFO is a fractional, AI-enabled COO, CFO, and accounting firm based in Silicon Valley. We empower U.S.-based digital tech startups—from pre-Seed through Series C—with full-stack finance and business operations. We are trusted advisors to founders navigating their startup journey.

Our remote team is committed to high-quality execution, fast responses, clear communication, and scalable processes. As an early team member, you will play a key role in supporting day-to-day operations as we grow.

THE ROLE: OPERATIONS ASSISTANT

We are seeking a detail-oriented and reliable Operations Assistant to support internal and client-facing workflows. This role is execution-focused. You will help maintain organized systems, coordinate tasks across teams, and ensure processes run smoothly. It is well-suited for someone early in their operations career who is comfortable following structured processes and working in a fast-paced startup environment.

This is a remote contract role with flexible hours (20–40 hours/week).

KEY RESPONSIBILITIES

Client Operations Support

* Assist with client onboarding and offboarding processes using established checklists

* Track tasks, deadlines, and deliverables across engagements

* Maintain accurate records in shared tools (Google Drive, Sheets, Slack)

* Support coordination between accounting, FP&A, and data teams

* Monitor shared inboxes and Slack channels to ensure timely responses

Internal Operations Support

* Maintain and update internal documents, trackers, and process guides

* Follow and execute standardized workflows across tools (QBO, Ramp, Gusto, etc.)

* Support data entry, file organization, and system hygiene

* Assist with basic reporting and status tracking

Process & Systems

* Adhere to existing processes and best practices

* Flag issues, delays, or inconsistencies to senior team members

* Support incremental process improvements where appropriate

WHAT WE'RE LOOKING FOR

Mindset & Working Style

* Detail-oriented and organized

* Reliable and consistent in execution

* Comfortable following structured processes and checklists

* Clear communicator in written and async environments

* Proactive in flagging issues, but not expected to solve ambiguous problems independently

* Collaborative and responsive in a remote team setting

Skills & Experience

* 1–3 years of experience in operations, admin, or coordination roles (startup or professional services preferred)

* Familiarity with tools such as Google Workspace, Slack, and basic SaaS systems

* Strong organizational and time management skills

* Comfortable learning new tools and systems

Qualifications

* Bachelor’s degree or equivalent practical experience

* Based in the U.S. preferred (time zone overlap with Pacific time is helpful)

Why Join MatchaCFO?

* Exposure to high-growth startups and modern finance operations

* Flexible, remote-first work environment

* Clear path to grow into more senior operations or finance roles

* Work with a structured, process-driven team

Ready to apply?

If you enjoy structured work, staying organized, and supporting a high-performing team, we’d like to hear from you.