AI & Finance Operations Assistant

Company Description Rightstead Consulting LLC provides trusted CPA and advisory services for businesses and individuals across the United States. The firm is built on integrity, precision, and a forward-thinking approach, helping clients stay compliant, optimize taxes, and make confident financial decisions. Services range from federal and state tax filings to business structuring, payroll management, and financial advisory, all delivered with a client-first mindset. Rightstead Consulting LLC aims to be a reliable partner in navigating financial complexity and planning for sustainable growth, serving clients in the U.S. and globally.

Role Description The AI & Finance Operations Assistant is a full-time remote role focused on supporting both technology-driven workflows and core financial operations. Day-to-day responsibilities include assisting with invoicing, bookkeeping, and accounting tasks, as well as preparing and reviewing financial data and reports for internal use. The role will leverage AI tools to streamline routine processes, support data analysis, and enhance accuracy and efficiency in client deliverables. The assistant will collaborate with senior team members to manage documentation, maintain organized financial records, and support tax and advisory engagements. Regular communication with internal stakeholders will be required to clarify data needs, track task status, and ensure timely completion of operational activities.

AI & Finance Operations Assistant — Part-Time, Remote

Rightstead Consulting LLC is hiring a resourceful, detail-oriented assistant to work directly with the founder on finance operations, AI-assisted research, LinkedIn marketing, and lead generation.

This opportunity suits someone with an accounting or finance foundation who enjoys using technology, communicating clearly, and keeping work organized.

Role details

Location: Remote, United States

Hours: 3–4 hours per day,

Compensation: Competitive hourly compensation, negotiable based on skills and experience. The rate will be discussed during the interview process.

Schedule: An agreed daily work window with regular founder check-ins

What you will do

Finance and research support

• Research accounting, finance, and business topics using reliable sources.
• Assist with Excel and Google Sheets, data cleanup, reconciliations, and supporting schedules.
• Support bookkeeping and U.S. accounting assignments under guidance.
• Prepare clear summaries, documents, checklists, and progress updates.

AI and daily operations

• Use AI tools to support research, drafting, and analysis, then independently verify facts, calculations, and references.
• Maintain task trackers, organize files, and help manage priorities, deadlines, and follow-ups.
• Document repeatable processes and suggest practical improvements.
• Handle information carefully and work only on assignments and materials approved for your access and participation.

LinkedIn marketing and lead generation

• Research potential U.S. clients and maintain an organized lead tracker.
• Help plan and draft LinkedIn posts for the founder’s profile and Rightstead’s company page.
• Prepare personalized outreach and follow-up messages for founder review.
• Turn approved accounting, tax, and finance insights into useful business content.
• Track outreach progress, content engagement, and qualified inquiries.

We will agree on weekly priorities so the workload fits the part-time schedule.

What we are looking for

• A foundation in accounting or finance through education or practical experience. B.Com, M.Com, BBA Finance, and similar backgrounds are welcome.
• Good written English and the ability to communicate findings clearly.
• Working knowledge of Excel or Google Sheets, including formulas, lookups, and basic data checks.
• Practical familiarity with ChatGPT or similar AI tools, including the ability to question and verify their outputs.
• Basic LinkedIn marketing and lead generation skills, including prospect research, content writing, and thoughtful outreach.
• Reliability, attention to detail, discretion, and willingness to learn.
• A laptop, stable internet connection, and availability for the agreed schedule

Exposure to QuickBooks, U.S. accounting, financial research, Canva, or workflow automation is a plus. Motivated fresh graduates with strong practical skills or work samples are welcome.

A personal ChatGPT Pro subscription is good to have but is not mandatory. Requi…