Operations Financial Expert

2 days ago

Pulong Santa Cruz, Calabarzon, Philippines beBeeAnalytical Full time ₱108,800 - ₱143,200
Job Description

As a key member of our team, you will be responsible for analyzing private company financials and evaluating company data to determine alignment with investment criteria.

Key responsibilities include:

  • Reviewing company financials from Excel files and Confidential Information Memorandums (CIMs)
  • Evaluating company data to determine alignment with investment criteria
  • Managing and updating CRM systems (HubSpot and Insightly)
  • Conducting outreach to business owners via email and phone to initiate conversations
  • Supporting investor and partner communication by organizing data and follow-ups
  • Assisting with various administrative and operational tasks, including follow-ups and scheduling
  • Maintaining organization across deals and communications in a fast-moving environment
Required Skills & Qualifications

Strong English fluency is critical for this role. Key qualifications include:

  • 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 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
Benefits

This role offers a dynamic work environment with opportunities for growth and development. Benefits include:

  • 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
Seniority level

This is an entry-level position.

Employment type

Full-time employment is offered.

Job function

Finance and sales are key areas of focus.

Industries

Staffing and recruiting are the primary industries served.

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