Finance and Operations Assistant

VentureCopilot

Finance and Operations Assistant at fast-growing AI-native fintech company. Tasks include QuickBooks setup and ongoing operational support for the COO.

Posted 7/30/2026contractRemote • 🇺🇸 United StatesMid-LevelSeniorWebsite

Core Competencies

Role fit

Core Competencies

Use this summary to align your resume positioning with the role.

Demonstrates expertise in QuickBooks setup and configuration, including payroll processing and ongoing bookkeeping management. Possesses strong critical thinking skills to validate research outputs and maintain accurate financial records in a fast-paced environment.

Highest-signal resume keywords

QuickBooks Setup and ConfigurationBookkeeping FundamentalsPayroll Setup and ProcessingCritical ThinkingDetail-Oriented

ATS Keywords

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Applicant Tracking System Keywords

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Hard Skills

QuickBooksChart of AccountsReconciliationJournal EntriesFinancial ReportingPayroll ProcessingFinancial SummariesAutomating Processes

Soft Skills

Strong Written CommunicationProactive Issue SurfacingIndependent Work

Tools & Technologies

AI ToolsClaudePerplexity

Industry Keywords

FintechFinancial ServicesEarly Stage StartupInvestor Reporting

About the role

Key responsibilities & impact

QuickBooks Setup and Configuration
Set up QuickBooks as the company's primary accounting system from scratch
Build out the chart of accounts and account structure tailored to the company's needs
Configure QuickBooks settings to ensure accurate tracking of income, expenses, and liabilities
Set up payroll inside QuickBooks and establish a reliable payroll process going forward
Ongoing Bookkeeping and Financial Admin
Manage all bookkeeping entries on a weekly and monthly basis
Perform regular reconciliations to ensure financial records are accurate and up to date
Maintain organized and accurate internal financial records across all accounts
Prepare monthly financial summaries for the COO covering income, expenses, and any anomalies
Flag any discrepancies, unusual entries, or financial risks early rather than waiting to be asked
Research and Operational Support
Support the COO with research tasks across a range of topics as the business evolves
Validate and challenge AI-generated research output rather than accepting it at face value
Summarise research findings into clear, actionable briefs the COO can use quickly
Support with internal documentation and ad hoc operational tasks as needs arise
Identify opportunities to automate routine financial or operational processes using AI tools like Claude or Perplexity.

Requirements

What you’ll need

Must Have
Hands-on experience with QuickBooks, including setting up accounts and managing ongoing bookkeeping
Solid understanding of bookkeeping fundamentals including chart of accounts, reconciliation, journal entries, and financial reporting
Experience with payroll setup and processing, or a strong willingness to learn it quickly
Strong critical thinking, someone who reads AI output critically and validates before acting on it
Comfortable working in a fast moving early stage environment where processes are still being built
Highly detail-oriented with a zero tolerance approach to errors in financial records
Able to work independently with minimal oversight and surface issues proactively
Strong written communication skills, clear, concise, and professional
Nice to Have
Experience setting up QuickBooks or a similar accounting system from scratch for a new company
Experience setting up payroll from scratch rather than inheriting an existing process
Familiarity with AI tools like Claude or Perplexity for research and documentation tasks
Background in fintech, financial services, or working inside an early stage startup
Experience working with a COO or senior executive in a high trust, low oversight environment
Exposure to financial reporting or investor reporting at an early stage company.

Benefits

Comp & perks

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