Finance and Operations Assistant

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🔥 21 minutes ago

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VentureCopilot

WebsiteLinkedInAll Job Openings

1 - 10 employees

Founded 2024

💼 Consulting

🤝 B2B

🎯 Recruiter

Consulting • B2B • Recruitment

VentureCopilot is a B2B service that connects founders and fast-growing startups with elite, timezone-aligned remote executive assistants (“Copilots”). They recruit, rigorously vet, and train talent through an intensive four-week program and provide ongoing upskilling, matching candidates within days and handling onboarding, project coordination, inbox and calendar management, SOP creation, and AI-enabled operational workflows to save founders 20+ hours per week at a fraction of the cost of domestic hires.

📋 Description

• 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

• 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

• N/A