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Finance & Marketing Administrator - Virtual Assistant

Roles & Responsibilities

  • 2+ years of experience in bookkeeping, accounting, or finance support
  • Working knowledge of U.S. GAAP principles
  • Hands-on experience with QuickBooks (AP/AR, reconciliations, journal entries)
  • Fluent, professional-level English (written and spoken)

Requirements:

  • Perform basic bookkeeping in accordance with U.S. GAAP, including AP/AR entry and daily reconciliations.
  • Prepare journal entries and account classifications; maintain QuickBooks records and assist with month-end close and audit readiness.
  • Monitor marketing campaigns against predefined financial and performance benchmarks; track metrics such as spend, cost per lead, cost per appointment, conversion rates, and ROI.
  • Provide performance summaries and financial insights for leadership; coordinate with external marketing agencies to ensure spend aligns with targets.

Job description

This is a remote position.

Virtual Rockstar is hiring a Finance & Marketing Administrator on behalf of a growing, U.S.-based company.

The Finance & Marketing Administrator is a hybrid operational role responsible for supporting financial accuracy while also providing oversight on marketing performance and spend. This role blends day-to-day bookkeeping execution with marketing finance tracking to ensure both financial integrity and accountability across campaigns.

The role reports directly to the Controller for all financial matters, with close collaboration with the Company President and external marketing partners. This is an excellent opportunity for someone who enjoys working across finance and marketing, is detail-oriented, and confident communicating insights when performance does not meet expectations.

This is a remote, full-time Virtual Assistant role, open to global candidates with excellent, fluent English communication skills.

About Our Client

Our client operates in a fast-growing, performance-driven environment where financial discipline and data-backed decision-making are critical. They work closely with external marketing partners and value transparency, accountability, and clear communication across teams.

They are seeking a Virtual Assistant who can take ownership of financial processes while helping ensure marketing initiatives are measurable, disciplined, and aligned with business goals.

Responsibilities

Finance & Accounting Support

  • Perform basic bookkeeping in accordance with U.S. GAAP

  • Manage Accounts Payable (AP) and Accounts Receivable (AR) entry and tracking

  • Complete daily bank and credit card reconciliations

  • Process credit card refunds and adjustments

  • Prepare basic journal entries and account classifications

  • Maintain accurate and up-to-date records in QuickBooks

  • Assist with month-end close preparation and reporting

  • Ensure all transactions are properly documented and coded

  • Identify discrepancies or variances and escalate when needed

  • Support audit readiness and internal financial controls

Marketing Finance & Performance Oversight

  • Monitor active marketing campaigns against predefined financial and performance benchmarks

  • Track key funnel metrics including spend, cost per lead, cost per appointment, conversion rates, and ROI

  • Identify where campaigns are underperforming (traffic, conversion, lead quality, follow-up)

  • Prepare clear performance summaries and financial insights for leadership

  • Communicate directly with external marketing agencies regarding performance gaps and improvement areas

  • Work closely with the President to align marketing spend with financial targets

  • Ensure marketing spend remains disciplined, measurable, and accountable

Tools & Systems Used

  • QuickBooks

  • Microsoft Excel / Google Sheets

  • Financial and marketing reporting dashboards

  • Collaboration tools for internal teams and external agencies



Requirements

  • Minimum of 2 years’ experience in bookkeeping, accounting, or finance support

  • Working knowledge of U.S. GAAP principles

  • Hands-on experience with QuickBooks

  • Experience handling AP, AR, reconciliations, and basic journal entries

  • Strong Excel or Google Sheets skills

  • Fluent, professional-level English (written and spoken) with minimal accent or dialect

  • Strong analytical skills with the ability to explain findings clearly

  • Highly organized, detail-oriented, and reliable

  • Comfortable working cross-functionally with finance, leadership, and marketing teams


    • Preferred Qualifications

      • Experience in a marketing-driven or performance-based business

      • Familiarity with marketing funnels and performance metrics

      • Experience working with external agencies or vendors

      • Comfort operating in a fast-growing or entrepreneurial environment

      • Background in SaaS, financial services, or professional services is a plus




    Benefits

    • Competitive salary commensurate with experience

    • Opportunities for professional development and growth

    • Work in a dynamic and supportive team environment

    • Make a meaningful impact by helping to build and strengthen families across the globe




    Salary: $7.00-7.50

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