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Marketing Operations & Finance Virtual Assistant
UpworkUSNot specifiedexpert
Data EntryGoogle Sheets AutomationData AnalysisMarketing AnalyticsFinancial ReportingBookkeeping / Expense Tracking
Role Overview
We are looking for a detail-oriented Virtual Assistant to track and manage business financial and marketing performance data.
This role combines marketing analytics, expense tracking, and profitability reporting. The goal is to maintain accurate dashboards showing campaign profitability, affiliate payouts, expenses, and overall business performance.
You will help leadership understand which campaigns are profitable and where money is being spent.
Core Responsibilities
1. Campaign Performance Tracking
- Track marketing performance across platforms including:
- Meta Platforms ads
- Affiliate Platforms
Tasks:
- Record daily ad spend
- Track revenue by campaign / funnel
- Calculate ROAS, CPA, CAC
- Identify profitable and unprofitable campaigns
2. Expense & Cost Tracking
- Maintain a centralised expense tracker for:
- Software subscriptions
- Contractor / freelancer payments
- Advertising spend
- Operational expenses
Tasks:
- Log expenses daily
- Categorise costs
- Maintain monthly cost summaries
3. Affiliate Commission Management
- Track affiliate program payouts including:
- Affiliate revenue attribution
- Commission calculations
- Payment tracking
- Affiliate performance reports
4. Profitability & Reporting
Prepare weekly and monthly reports including:
- Campaign profitability
- Revenue vs ad spend
- Expense summaries
- Affiliate payouts
- Net profit estimates
Deliverables:
- Daily business performance tracking
- Campaign profit tracker
- Expense summary sheet
Tools You’ll Likely Use
Typical stack for this role:
- Google Sheets / Microsoft Excel
- Notion
- QuickBooks or Xero
- Looker Studio (optional dashboards)
Skills Required
Must have:
- Advanced Google Sheets / Excel
- Strong attention to detail
- Data organisation skills
- Basic marketing metrics knowledge (ROAS, CPA, CAC)
- Experience tracking financial data
Nice to have:
- Affiliate marketing experience
- E-commerce analytics
- Dashboard creation
Ideal Candidate Profile
- Loves numbers and spreadsheets
- Is extremely detail oriented
- Has worked with marketing data
- Understands business profitability
- Is proactive in spotting issues
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