Operations Financial Analyst

1 week ago

General Santos, Philippines Somewhere Full time

Overview Position: Operations Financial Analyst at Somewhere Join to apply for the Operations Financial Analyst role at Somewhere Get AI-powered advice on this job and more exclusive features. Working Hours: 8:00am to 5:00pm (EST) - Monday to Friday Location: Remote (preferred: Open) Monthly Salary: $1500 to $1700 per month depending on experience Key Responsibilities Analyze private company financials from Excel files and Confidential Information Memorandums (CIMs) Evaluate company data to determine alignment with investment criteria Manage and update CRM systems (HubSpot and Insightly) Conduct outreach to business owners via email and phone to initiate conversations Support investor and partner communication by organizing data and follow-ups Assist with various administrative and operational tasks, including follow-ups and scheduling Maintain organization across deals and communications in a fast-moving environment Required Skills & Qualifications Strong English fluency (spoken and written) — clear communication is critical Financial analysis experience, especially reviewing company financials and understanding business models Proficiency with Excel (VLOOKUP, PivotTables, data formatting; Google Sheets proficiency also acceptable) Hands-on experience using CRM tools like HubSpot and Instagate/Insightly Comfortable making outbound phone calls to business owners and external stakeholders Highly organized and reliable, with excellent attention to detail Ability to manage multiple tasks and adapt quickly to shifting priorities Preferred Traits A mix of mature professionalism and startup energy — proactive, curious, and motivated Background in private equity, consulting, finance, or investment analysis is a plus Strong presentation and communication skills Self-starter who thrives in a remote environment Seniority level Entry level Employment type Full-time Job function Finance and Sales Industries Staffing and Recruiting #J-18808-Ljbffr

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