Job Description
MatchaCFO is a fractional, AI-enabled COO, CFO, accounting, and data services firm based in Silicon Valley. We empower U.S.-based digital tech startups—from pre-Seed through Series C—with full-stack financial operations, including FP&A, accounting, and data pipeline buildout. We’re trusted advisors to founders navigating complex growth challenges, and we deliver modern, tech-forward services through streamlined processes and a remote-first team.
Our global and remote team is deeply committed to delivering excellent value to our clients. We’re still small, so this role is a unique opportunity to join us early and shape Matcha’s future.
THE ROLE: OPERATIONS SPECIALIST
We seek a detail-oriented, process-driven Operations Specialist to optimize and oversee internal and client-facing operational workflows. This role is ideal for someone who enjoys wearing many hats and thrives in fast-moving startup environments. You’ll work cross-functionally with our accounting and data teams, implement automation and AI tools, and help us scale efficiently.
This is a remote contract role with adjustable hours (20–40 hours/week) based on your availability. It’s particularly suited to professionals seeking flexible work schedules, such as caregivers or experienced operators looking for autonomy and impact.
KEY RESPONSIBILITIES
- Client Operations
- Lead client onboarding and offboarding.
- Coordinate workflows across accounting, data, and FP&A teams.
- Track client deliverables and ensure service excellence across engagements.
- Own parts of client deliverables, such as the order-to-cash process.
- Internal Operations
- Build, document, and improve internal processes with Google Docs and Sheets.
- Drive the implementation of automation and AI-based systems to improve efficiency.
- Collaborate with leadership on resource planning, team assignments, and capacity tracking.
- Scalability & Strategy
- Identify bottlenecks and introduce scalable solutions.
- Build internal playbooks and enforce operational best practices.
- Monitor performance metrics and support reporting to Matcha leadership.
WHAT WE'RE LOOKING FOR
- Mindset & Values
- Proactive and resourceful: you anticipate problems before they arise.
- Systems thinker: you enjoy improving workflows and creating order from chaos.
- Intuitive scaling: designing for scale.
- Strong ownership mentality: you don’t wait to be told what to do—you figure it out.
- Tech-forward and curious: you embrace tools and learn fast.
- Inclusive and collaborative: you work well with diverse, global teams.
- Dynamic execution: you move fast and do what it takes to satisfy our clients.
- Skills & Experience
- 5+ years in operations, project management, or business process roles in tech startups or professional services.
- Experience coordinating across functions like accounting, finance, and data.
- Comfort with a broad range of tech tools, including Google Workspace, Slack, Ramp, Gusto, and 1Password.
- Experience with AI tools like ChatGPT.
- Excellent communication, time management, and organizational skills.
- Qualifications
- Bachelor’s degree in Business, Operations, or related field (or equivalent experience).
- Based in the USA, ideally in the Pacific time zone.
- Experience with software-based startups is required. We focus on digital tech companies (e.g., SaaS, AI, apps, platforms)—not hardware or biotech startups.
- Why Join MatchaCFO?
- Make an impact: Work with innovative U.S. startups and shape our firm.
- Enjoy flexibility: Set your schedule within a high-trust, remote-first team.
- Grow: Learn directly from Matcha leadership.
- Work with smart, kind people: We care about quality, collaboration, and integrity.
Ready to apply?
Let's talk if you’re excited by building smart systems, helping startups and Matcha scale, and working flexibly with a positive team.
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