Documentation Specialist & Process Analyst

About the Role
I'm a CPA, content creator, and educator working at the intersection of financial strategy, business systems, and professional development. I run multiple projects — from digital programs and courses to private clients and content platforms.

You’ll start by helping support a structured 12-week experience for professionals building income, confidence, and execution skills. This project includes curriculum support, documentation, and light operations — but that’s just the beginning.

I’m looking for a long-term tea ---------- mber who can grow into a trusted right hand: someone detail-oriented, reliable, and ready to support and manage behind-the-scenes tasks across all areas of the business.

What You’ll Be Doing
You’ll start in a support role, helping organize and streamline systems for content, client delivery, and operations. Over time, you’ll take on more responsibility depending on your strengths and interests.

Your core responsibilities may include:

Documentation & Content Support
Organize and maintain SOPs, client resources, and templates

Help format and proof educational materials (Google Docs, Notion, etc.)

Assist in turning rough notes, audio, or ideas into clear, usable resources

Admin & Program Coordination
Track deadlines, update calendars, and support task management

Help manage onboarding flows, check-ins, and progress tracking for participants or clients

Provide admin support for program launches, cycles, or recurring projects

Light Operations & Tech Assistance
Upload and format content on platforms like Notion, Google Workspace, or Airtable

Assist with basic automation (e.g., Zapier, Airtable, email tags) or research tools when needed

Keep things organized — folders, files, naming conventions, and version control

Growth Opportunities
As we continue working together, your role can grow in any of the following directions based on your skills:

Content coordination – Drafting posts, curating insights, or managing publishing calendars

Client/project management – Helping manage deliverables, timelines, and communications

Light bookkeeping or reporting – Helping with financial tracking, summaries, or internal dashboards

Course, product, or membership support – Assisting with updates, materials, and content workflows

What I’m Looking For
This is not a generic VA role. I’m looking for someone who thrives on clarity, structure, and getting things done. You don’t need to know everything up front — but you should be excited to learn, take ownership, and grow with the business.

You are:

Highly organized, with strong attention to detail

Excellent in written English (you’ll work with a lot of written material)

Tech-comfortable and open to learning new tools (Notion, Trello, Airtable, Zapier, etc.)

Comfortable working independently and asking smart questions when needed

Interested in business, education, systems, or financial content (a plus, not required)

Reliable, consistent, and committed to doing great work without constant supervision

Tools We Currently Use (or May Use Soon)
Google Workspace (Docs, Sheets, Drive, Calendar)

Notion

Trello or Airtable

Slack, Zoom


Email tools like ConvertKit or MailerLite

Canva

Zapier, Loom, Descript, and others

What You’ll Get
Long-term opportunity with a growing business

Flexible hours and respectful, organized communication

Exposure to high-level financial and business strategy thinking

A clear role with potential to grow into more responsibility and ownership

A mission-driven environment that values clarity, contribution, and autonomy

How to Apply

Please send:

Your resume or CV

A short note about your relevant experience and why this role interests you

Links to any work samples (documents, systems, tools, or portfolios are welcome)

Your expected monthly rate and preferred number of hours/week

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