Data-Driven Financial Expert

7 hours ago

San Fernando, Central Luzon, Philippines beBeeFinancial Full time ₱19,200 - ₱20,640
Job Overview

We are seeking a highly skilled Financial Analyst to join our organization. The ideal candidate will possess strong analytical skills and experience with financial analysis, particularly reviewing company financials and understanding business models.

Main Responsibilities
  • Analyze private company financials from Excel files and other data sources, evaluating their alignment with investment criteria.
  • Manage and update CRM systems, including HubSpot and Insightly, ensuring seamless data management and communication.
  • Conduct outreach to business owners via email and phone to initiate conversations, fostering relationships and driving growth.
  • Support investor and partner communication by organizing data and follow-ups, providing valuable insights and information.
  • Assist with various administrative and operational tasks, including follow-ups and scheduling, to ensure efficient day-to-day operations.
  • Maintain organization across deals and communications in a fast-moving environment, prioritizing tasks and meeting deadlines.
Key Requirements
  • Strong English fluency (spoken and written) — clear communication is critical for success.
  • Financial analysis experience, especially reviewing company financials and understanding business models, is essential.
  • Proficiency with Excel (VLOOKUP, PivotTables, data formatting; Google Sheets proficiency also acceptable) is required.
  • Hands-on experience using CRM tools like HubSpot and Instagate/Insightly is necessary.
  • Comfortable making outbound phone calls to business owners and external stakeholders, demonstrating excellent communication skills.
  • Highly organized and reliable, with excellent attention to detail, to manage multiple tasks and adapt quickly to shifting priorities.
Desirable Qualities
  • A mix of mature professionalism and startup energy — proactive, curious, and motivated — is highly valued.
  • Background in private equity, consulting, finance, or investment analysis is a plus, bringing relevant expertise and knowledge.
  • Strong presentation and communication skills are essential for effective collaboration and stakeholder engagement.
  • A self-starter who thrives in a remote environment, able to work independently and as part of a team.

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