Remote Financial Ops Assistant

I’m looking for a part-time, fully remote assistant who can lighten my day-to-day load across finance, data, and operations. Most of what you’ll tackle sits in the overlap between numbers and processes: keeping information tidy, making sure our client-success workflows run smoothly, and turning raw data into clear, usable insights.

Here’s the kind of help I need:

• Finance & data support – updating simple models, checking figures, and flagging anything that looks off.
• Client-success follow-through – tracking deliverables, documenting touchpoints, and making sure notes, files, and next steps are always in the right place.
• Information management – maintaining shared drives, naming conventions, and knowledge bases so no one has to hunt for what they need.

Day-to-day tools include Microsoft Excel plus whichever project-management platform keeps you fastest (I currently rotate between Trello and Asana). If you already have a smooth personal system, I’m happy to adapt as long as the output stays clear and searchable.

I care less about years of experience and more about attention to detail, concise communication, and a mindset geared toward continuous improvement. If you can spot an inefficient step in a process, suggest a fix, and then implement it, we’ll get along well.

Deliverables will be agreed in our first call but typically look like:
1. Weekly data or KPI summary (one-pager).
2. Updated client activity tracker with next-action dates.
3. A neatly organized folder structure or knowledge-base page after each mini-project.

Ready to jump in? Send a brief note outlining a process you’ve recently streamlined and the tools you used. Looking forward to collaborating.