What are the responsibilities and job description for the Financial Analyst position at Trivelo Marketing?
Company Description Trivelo Marketing builds modern marketing systems grounded in real data, deep customer understanding, and long-term brand positioning. The company supports clients through digital outreach, content strategy, and performance-based campaigns that strengthen customer engagement. Every initiative focuses on measurable impact, including increased visibility, improved customer retention, and stronger digital performance. Trivelo Marketing helps businesses respond to market shifts with agility while balancing creativity and analytical rigor to drive tangible results.
Role Description The Financial Analyst role at Trivelo Marketing is a full-time, remote position focused on supporting data-driven decision-making across the organization. In this role, the Financial Analyst will prepare, analyze, and interpret financial statements and reports to provide insights on performance, trends, and risks. The position involves building and maintaining financial models, supporting budgeting and forecasting processes, and contributing to financial planning initiatives aligned with company goals. The Financial Analyst will collaborate with marketing, operations, and leadership teams to evaluate campaign profitability, optimize spend, and ensure accurate financial reporting. This role also includes identifying opportunities for efficiency, preparing ad hoc analyses, and communicating findings in clear, actionable formats for stakeholders.
Qualifications
Role Description The Financial Analyst role at Trivelo Marketing is a full-time, remote position focused on supporting data-driven decision-making across the organization. In this role, the Financial Analyst will prepare, analyze, and interpret financial statements and reports to provide insights on performance, trends, and risks. The position involves building and maintaining financial models, supporting budgeting and forecasting processes, and contributing to financial planning initiatives aligned with company goals. The Financial Analyst will collaborate with marketing, operations, and leadership teams to evaluate campaign profitability, optimize spend, and ensure accurate financial reporting. This role also includes identifying opportunities for efficiency, preparing ad hoc analyses, and communicating findings in clear, actionable formats for stakeholders.
Qualifications
- Strong foundation in Finance, including knowledge of core financial concepts and practices.
- Proficiency in Financial Planning and budgeting, with experience supporting forecasts and long-term projections.
- Ability to analyze and interpret Financial Statements, including income statements, balance sheets, and cash flow statements.
- Excellent Analytical Skills for building financial models, interpreting data, and generating insights.
- Experience with Financial Reporting, including preparing reports and dashboards for management review.
- Advanced skills in Excel or similar spreadsheet tools; familiarity with BI or analytics platforms is beneficial.
- Bachelor’s degree in Finance, Accounting, Economics, Business, or a related field, or equivalent practical experience.
- Strong communication skills, with the ability to present complex financial information in a clear and concise manner.
- Ability to work independently in a remote environment while collaborating effectively with cross-functional teams.
- Experience in a marketing, advertising, or digital agency environment is a plus.