About Matcha CFO
Matcha CFO 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 such as Google Workspace, Slack, Ramp, Gusto, and 1 Password.
Experience with AI tools like Chat GPT.
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., Saa S, AI, apps, platforms)—not hardware or biotech startups.
Why Join Matcha CFO?
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.
