
Enhance Your Career as a Financial Analysis Professional
3 days ago
We seek a detail-oriented professional to fill the position of Financial Analyst.
Key Responsibilities:- Analyze private company financials and CIM data from Excel files
- Evaluate company performance against investment criteria
- Manage CRM systems (HubSpot, Insightly) and maintain organization across deals and communications
- Conduct outreach via email and phone for business development purposes
- Support communication by organizing data and follow-ups
- Assist with various administrative tasks, including scheduling and data maintenance
- Strong English fluency — clear communication is essential
- Experience in financial analysis and reviewing company financials
- Proficiency in Excel (VLOOKUP, PivotTables; Google Sheets acceptable)
- Hands-on experience using CRM tools like HubSpot and Insightly
- Comfortable making outbound calls to stakeholders
- Highly organized and reliable, with excellent attention to detail
- Ability to manage multiple tasks and adapt to changing priorities
- A balance of professionalism and entrepreneurial spirit
- Background in finance, consulting, or investment analysis is beneficial
- Strong presentation and communication skills
- Self-motivated and adaptable in a remote work environment
The ideal candidate will possess strong analytical skills, be highly organized, and have excellent communication skills. They should be able to prioritize tasks effectively in a fast-paced environment.
Our team offers a dynamic and supportive work environment with opportunities for growth and professional development.
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