Seeking a virtual assistant to help with finance and operations
JOB DESCRIPTION
Virtual Assistant – Finance & Operations (Remote, Part-Time, Long-Term)
I’m a solopreneur with multiple businesses and creative projects looking for a proactive, detail-oriented virtual assistant to support me primarily with finance and operations. The ideal candidate will help set up and maintain systems, keep me organized, and proactively look for ways to automate and streamline our workflows using new tools and technology.
Key Responsibilities:
Track and categorize expenses, income, and invoices across multiple “buckets” (home/property, consulting business, coaching, and creative projects)
Help manage and automate monthly financial reporting (preferably using Monarch Money, Wave, Google Sheets, or a recommended tool that can integrate)
Create, send, and organize contracts and invoices (using Google Drive, DocuSign, and related tools)
Track project costs, deliverables, deadlines, and client communications (collaborate in Notion, Trello, Airtable, etc. open to recommendations on building out workflows / tools together)
Organize and update files and systems in Google Drive and Notion
Work with me to co-design efficient workflows, templates, and processes—especially for finance and operations
Handle basic scheduling and assist with client/project follow-ups as needed
Proactively identify opportunities for automation, leveraging AI and workflow tools to reduce manual work over time
About You:
Strong English communication skills (written and spoken)
Demonstrated experience supporting solopreneurs, founders, or small business owners in finance, bookkeeping, executive assistant, or operations roles
Tech savvy and eager to learn and implement new workflow tools (bonus for experience with Monarch Money, Wave, Google Sheets, Notion, DocuSign, Trello, Slack, Airtable)
Collaborative approach—comfortable co-creating systems and taking initiative
High integrity and discretion with confidential and sensitive information
Highly organized, responsive, and detail-oriented—you follow through and keep things from falling through the cracks
Proactive mindset—you look for ways to improve, automate, and future-proof our operations, not just maintain the status quo
Reliable and trustworthy—committed to building a long-term working relationship
Logistics:
Part-time: ~2–4 hours/week after setup (setup period may require more hours)
Remote, but prefer candidates close to Pacific Time (PST) or with significant timezone overlap for some real-time communication and responsiveness
Long-term position with potential to grow as the business expands
Flexible hours with some dedicated check-in times (and ability to be CC’d on client emails for follow-up)
To Apply:
Please send a brief cover letter (or message) explaining:
Relevant experience (especially with small business finance, operations, and workflow automation)
Favorite tools/platforms for managing finance and operations
Example of a process you’ve improved or automated for a past client
Your location/time zone and typical working hours
IDEAL CANDIDATE PROFILE
Background: Experienced in bookkeeping, executive assistance, or operations for solopreneurs/founders (not just big companies)
Mindset: Proactive, systems-thinker, cares about automation and workflow improvements
Tech Stack: Comfortable with Google Drive, Notion, DocuSign, Trello, Airtable, and eager to integrate/automate with tools like Monarch Money or Wave
Work Style: Collaborative, detail-oriented, reliable, with strong communication skills and a habit of following through
Availability: Part-time, Pacific Time (or similar) preferred, with flexible but structured check-in windows
Apply Now
Apply Now
Virtual Assistant – Finance & Operations (Remote, Part-Time, Long-Term)
I’m a solopreneur with multiple businesses and creative projects looking for a proactive, detail-oriented virtual assistant to support me primarily with finance and operations. The ideal candidate will help set up and maintain systems, keep me organized, and proactively look for ways to automate and streamline our workflows using new tools and technology.
Key Responsibilities:
Track and categorize expenses, income, and invoices across multiple “buckets” (home/property, consulting business, coaching, and creative projects)
Help manage and automate monthly financial reporting (preferably using Monarch Money, Wave, Google Sheets, or a recommended tool that can integrate)
Create, send, and organize contracts and invoices (using Google Drive, DocuSign, and related tools)
Track project costs, deliverables, deadlines, and client communications (collaborate in Notion, Trello, Airtable, etc. open to recommendations on building out workflows / tools together)
Organize and update files and systems in Google Drive and Notion
Work with me to co-design efficient workflows, templates, and processes—especially for finance and operations
Handle basic scheduling and assist with client/project follow-ups as needed
Proactively identify opportunities for automation, leveraging AI and workflow tools to reduce manual work over time
About You:
Strong English communication skills (written and spoken)
Demonstrated experience supporting solopreneurs, founders, or small business owners in finance, bookkeeping, executive assistant, or operations roles
Tech savvy and eager to learn and implement new workflow tools (bonus for experience with Monarch Money, Wave, Google Sheets, Notion, DocuSign, Trello, Slack, Airtable)
Collaborative approach—comfortable co-creating systems and taking initiative
High integrity and discretion with confidential and sensitive information
Highly organized, responsive, and detail-oriented—you follow through and keep things from falling through the cracks
Proactive mindset—you look for ways to improve, automate, and future-proof our operations, not just maintain the status quo
Reliable and trustworthy—committed to building a long-term working relationship
Logistics:
Part-time: ~2–4 hours/week after setup (setup period may require more hours)
Remote, but prefer candidates close to Pacific Time (PST) or with significant timezone overlap for some real-time communication and responsiveness
Long-term position with potential to grow as the business expands
Flexible hours with some dedicated check-in times (and ability to be CC’d on client emails for follow-up)
To Apply:
Please send a brief cover letter (or message) explaining:
Relevant experience (especially with small business finance, operations, and workflow automation)
Favorite tools/platforms for managing finance and operations
Example of a process you’ve improved or automated for a past client
Your location/time zone and typical working hours
IDEAL CANDIDATE PROFILE
Background: Experienced in bookkeeping, executive assistance, or operations for solopreneurs/founders (not just big companies)
Mindset: Proactive, systems-thinker, cares about automation and workflow improvements
Tech Stack: Comfortable with Google Drive, Notion, DocuSign, Trello, Airtable, and eager to integrate/automate with tools like Monarch Money or Wave
Work Style: Collaborative, detail-oriented, reliable, with strong communication skills and a habit of following through
Availability: Part-time, Pacific Time (or similar) preferred, with flexible but structured check-in windows
Apply Now
Apply Now