Senior Business Data Analyst

1 day ago

Antipolo City, Calabarzon, Philippines beBeeFinancial Full time ₱18,900 - ₱20,700
Operations Financial Analyst Job Description

We are seeking an experienced Financial Operations Specialist to analyze private company financials, evaluate company data, and manage CRM systems.

The ideal candidate will be responsible for reviewing company financial statements, evaluating business models, and managing customer relationships. They will also conduct outreach to business owners via email and phone to initiate conversations and support investor and partner communication by organizing data and follow-ups.

Key Responsibilities:

  • Analyze private company financials from Excel files and confidential documents
  • 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 tasks, including scheduling and follow-ups

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

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