Operations Associate

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 ASSOCIATE

We are seeking a detail-oriented and reliable Operations Associate 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
• Client service mentality and professionalism

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.

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 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.