Overview
A fast-growing AI-native fintech company is seeking a Finance and Operations Assistant to support the Chief Operating Officer (COO). The organization is building a client relationship companion for financial advisors and is currently in an active growth phase with a small, lean team. This role involves establishing the financial and operational infrastructure from the ground up alongside the COO.
Responsibilities
QuickBooks Setup and Configuration
- Set up QuickBooks as the primary accounting system from scratch
- Develop the chart of accounts and account structure tailored to business needs
- Configure QuickBooks settings to accurately track income, expenses, and liabilities
- Establish payroll setup and reliable payroll processes within QuickBooks
Ongoing Bookkeeping and Financial Administration
- Manage weekly and monthly bookkeeping entries
- Perform regular reconciliations to ensure accuracy of financial records
- Maintain organized and accurate internal financial records across all accounts
- Prepare monthly financial summaries for the COO, highlighting income, expenses, and anomalies
- Proactively identify and flag discrepancies, unusual entries, or financial risks
Research and Operational Support
- Assist the COO with research tasks across various topics as the business evolves
- Critically evaluate and validate AI-generated research outputs
- Summarize research findings into clear, actionable briefs
- Support internal documentation and ad hoc operational tasks as needed
- Identify opportunities to automate routine financial or operational processes using AI tools such as Claude or Perplexity
Requirements
Must Have
- Hands-on experience with QuickBooks, including account setup and ongoing bookkeeping
- Solid understanding of bookkeeping fundamentals: chart of accounts, reconciliation, journal entries, and financial reporting
- Experience with payroll setup and processing or strong willingness to learn quickly
- Strong critical thinking skills with the ability to validate AI outputs before acting
- Comfortable working in a fast-moving, early-stage environment with evolving processes
- Highly detail-oriented with zero tolerance for errors in financial records
- Ability to work independently with minimal oversight and proactively surface issues
- Strong written communication skills: clear, concise, and professional
Nice to Have
- Experience setting up QuickBooks or similar accounting systems from scratch for a new company
- Experience establishing payroll processes from the ground up
- Familiarity with AI tools like Claude or Perplexity for research and documentation
- Background in fintech, financial services, or early-stage startups
- Experience supporting a COO or senior executive in a high-trust, low-oversight environment
- Exposure to financial or investor reporting at an early-stage company
Location
Not specified.
Compensation & Benefits
Not specified.