Operations Finance Specialist

2 weeks ago

Manila, National Capital Region, Philippines beBeeFinancial Full time ₱16,000 - ₱20,000

We are seeking a highly skilled Financial Analyst to join our team. As an Operations Financial Analyst, you will play a critical role in analyzing private company financials and evaluating data to determine alignment with investment criteria.

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Key Responsibilities:

  • Analyze private company financials from Excel files and Confidential Information Memorandums (CIMs)
  • 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 and operational tasks, including follow-ups and scheduling
  • Maintain organization across deals and communications in a fast-moving environment

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

Benefits:

  • Remote work option available
  • Flexible working hours
  • Ongoing professional development opportunities

Others:

  • A 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
  • Entry level position
  • Full-time employment
  • Finance and Sales job function
  • Staffing and Recruiting industry

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