[Remote] Operations Associate

Note: The job is a remote job and is open to candidates in USA. MatchaCFO is a fractional, AI-enabled COO, CFO, and accounting firm supporting U.S.-based digital technology startups. The Operations Associate will support internal and client-facing workflows by coordinating tasks, maintaining organized systems, executing standardized processes, and helping ensure smooth day-to-day operations.

Responsibilities

• 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
• 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
• Adhere to existing processes and best practices
• Flag issues, delays, or inconsistencies to senior team members
• Support incremental process improvements where appropriate

Skills

• 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
• 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
• Bachelor's degree or equivalent practical experience
• Based in the U.S

Benefits

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

Company Overview