Operations Financial Analyst

3 days ago

General Santos, Philippines Somewhere Full time

Overview

Position: Operations Financial Analyst at Somewhere

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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
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