Financial Data Analyst

7 days ago

Biñan, Calabarzon, Philippines beBeeFinancialDataAnalysis Full time $18,000 - $20,400

Job Opportunity: Financial Data Analyst

We are seeking a skilled Financial Data Analyst to join our team. As a key member of our organization, you will be responsible for analyzing financial data from private companies and evaluating their alignment with investment criteria.

The ideal candidate will have strong analytical skills, experience with financial analysis, and proficiency in Excel and CRM tools.

The role involves conducting outreach to business owners via email and phone, supporting investor and partner communication by organizing data and follow-ups, and assisting with administrative tasks.

  • Analyze company financials from Excel files and Confidential Information Memorandums (CIMs)
  • Evaluate data to determine alignment with investment criteria
  • Manage and update CRM systems
  • Conduct outreach to business owners via email and phone
  • Support investor and partner communication
  • Assist with administrative tasks

Key Responsibilities:

  • Develop and implement effective financial analysis strategies
  • Enhance the accuracy and efficiency of CRM systems
  • Foster positive relationships with business owners, investors, and partners

Requirements:

  • Strong English fluency and excellent written communication skills
  • Proven experience in financial analysis and data evaluation
  • Proficiency in Excel, CRM tools, and other software applications

What We Offer:

  • A dynamic and supportive work environment
  • Ongoing training and professional development opportunities

Note:

This is a unique opportunity to leverage your skills and expertise in a rapidly evolving industry.

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