Operations Specialist

About MatchaCFO

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.

• 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.

• 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 such as 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 Canada, 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.