Senior Financial Analyst Position

20 hours ago


Iloilo City, Western Visayas, Philippines beBeeFinancial Full time ₱192,000 - ₱201,600
Job Overview

This role involves the analysis of private company financials, with a focus on evaluating company data and managing CRM systems.

The ideal candidate will possess strong English fluency, experience in financial analysis, and proficiency with Excel.

They should also be comfortable making outbound phone calls and have a mix of mature professionalism and startup energy.

Key Responsibilities:
  • Analyze financial data from Excel files and CRM systems
  • Evaluate company information to determine alignment with investment criteria
  • Manage and update CRM platforms (HubSpot and Insightly)
  • Conduct outreach to business owners via email and phone
  • Support investor and partner communication by organizing data and follow-ups
  • Assist with various administrative and operational tasks
Required Skills & Qualifications:
  • Strong English fluency (spoken and written)
  • Financial analysis experience
  • Proficiency with Excel (VLOOKUP, PivotTables, data formatting)
  • Hands-on experience using CRM tools like HubSpot and Instagate/Insightly
  • Comfortable making outbound phone calls
  • Highly organized and reliable
Benefits:
  • Opportunity to work with a dynamic team
  • Chance to grow and develop professionally
  • Competitive compensation package


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