Operations Associate

Overview:

Our Operations Associate will help keep transform.forward's internal systems running smoothly and help us build better ones. This role centers on operational execution, including reconciling accounts, managing invoicing, and maintaining the physical and digital systems that support our client-facing work, as well as occasional in-person time for inventory management and material prep. This is a strong fit for someone who wants ownership of how a process works, not just someone to follow steps designed by someone else.

Because this role includes visiting the office (the founder's home in Boulder) roughly 1-2 times per month to prepare client on-site materials, manage inventory, and handle other physical tasks, we're looking for candidates located within a reasonable proximity to Boulder, CO.

Please note:

this is currently a part-time role, and we're looking for candidates specifically seeking part-time work at this time. Much of the work offers flexibility in when it's completed, so you're welcome to hold other employment alongside this role.

This role suits someone with hands-on experience managing recurring administrative or financial processes, ideally including basic bookkeeping or reconciliation work, who's comfortable being handed an unstructured area (like inventory) and building a workable system for it. You don't need a background in formal operations management, but you should be comfortable owning a process end-to-end rather than just executing steps someone else designed.

This role reports directly to the CEO & Founder. This is not a personal or executive assistant position. The focus is on company operations, not managing the CEO's calendar, personal errands, or day-to-day tasks. You'll be given clear direction and support from leadership, with room to bring your own judgment to how to execute tasks.

As a consulting firm focused on organizational transformation and leadership development,
transform.forward is dedicated to empowering organizations and individuals across various sectors to navigate and thrive through times of change and transformation.

Our team of consultants and coaches is recognized as leaders with hands-on experience in diverse organizational environments. We are committed to fostering a culture of curiosity, critical thinking, and intentional growth. Our portfolio includes strategic planning, organizational reviews, executive coaching, team development, facilitation, and data-informed assessment, all aimed at helping people and institutions achieve meaningful change.

• Design and maintain process systems for recurring operational needs (e.g., inventory tracking, supply reordering, file organization)
• Conduct routine audits of outdated files, folders, and links
• Manage user access and permissions in tools like Asana, Slack, and Hub Spot
• Create new project folders and shared file structures using templates
• Help maintain internal documentation such as org charts and SOPs
• Submit help desk tickets or vendor follow-ups when needed

• Perform monthly reconciliations of credit card statements against receipts and budget documentation
• Track invoice status and send client payment reminders
• Create and send client invoices and quotes using standard formats
• Enter transaction summaries into Wave or other financial tools
• Pull monthly financial and invoice summaries for review
• Prepare templates for proposals and contracts using boilerplate
• Check proposal attachments and links for accuracy before submission

• Maintain inventory of physical supplies and facilitation materials (e.g., workshop kits, printed materials, event supplies)
• Visit the office (the founder's home in Boulder) roughly 1-2 times per month to handle physical tasks: organizing inventory, prepping materials ahead of client engagements, and restocking supplies
• Run local errands as needed (e.g., picking up printing, purchasing supplies); mileage for these errands is reimbursed per company policy
• Flag supply needs proactively so materials are ready before they're needed