Finance & Operations Associate

The Role We are looking for a detail-oriented, organized Finance & Operations Associate to support our SVP of Operations. This is a full-time, hands-on role covering a broad range of financial operations, compliance, and administrative functions critical to keeping the company running smoothly. The ideal candidate is 1-5 years out of school with a finance background, strong systems knowledge, and the ability to work independently on both recurring and ad hoc tasks. This role may also include light executive support (calendar, travel, expense management) as needs arise. We are a startup, so flexibility and a willingness to pitch in across functions is valued. Key Responsibilities Payroll & Compensation
Process bi-monthly payroll via ADP
Set up new employees in ADP and Carta, including compensation structures and benefits administration
Track and update personnel compensation data; process changes as salary increases are awarded Accounts Payable & Financial Operations
Pay all company bills and expenses in a timely manner
Manage QuickBooks, including integration with Chase business accounts
Build and maintain cash flow projection vs. actual reports
Manage the company CD program to optimize interest earnings Equity & Corporate Administration
Manage all corporate stock administration on Carta, including investor records, employee equity grants, and investor data room curation
Support investor due diligence requests with timely, organized documentation Tax, Audit & Compliance
Coordinate with external accountants on annual taxes and audit
Research and manage state-specific compliance requirements (entity setup, reporting, taxes) across multiple states
Liaise with fractional CFO as needed for guidance on complex financial matters
Coordinate with India subsidiary, supporting compliance and reporting requirements across both entities Financial Analysis & Reporting
Assist SVP with ad hoc financial analysis and modeling
Maintain organized financial records and reporting Executive & Administrative Support (Light)
Calendar management, travel coordination, and expense reporting as needed
Other operational tasks as assigned in a fast-paced startup environment Qualifications Required
Bachelor's degree in Finance, Accounting, Business, or related field
Experience with ADP payroll processing
Proficiency in QuickBooks (Online or Desktop)
Strong Microsoft Excel skills (financial modeling, pivot tables, formulas)
Familiarity with Carta (cap table, equity administration)
High attention to detail and strong organizational skills
Exercises sound professional judgment and maintains strict confidentiality with respect to sensitive financial, personnel, and investor information.
Ability to manage multiple priorities independently
Local to the Campbell, CA area and able to work on-site Preferred
Experience in a startup, venture-backed, or high-growth environment
Exposure to multi-state tax and compliance requirements
Experience supporting due diligence processes for investors or acquirers
Familiarity with Claude Co-Work / Claude Code or similar AI productivity tools
Comfort working with a fractional or part-time CFO structure
Prior experience with executive calendar and travel coordination What We Offer
Front-row seat at a well-funded deep-tech startup led by a renowned industry founder
Direct exposure to startup finance, fundraising, and operations at an executive level
Flexible, collaborative team culture
Opportunity to grow with the company as we scale through Series A and beyond
Competitive full-time compensation with benefits, commensurate with experience