
Operations Financial Analyst
4 weeks ago
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
- 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
- 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
- Entry level
- Full-time
- Finance and Sales
- Staffing and Recruiting
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