Analytical Finance Professional

2 days ago

Davao City, Davao, Philippines beBeeFinancial Full time $19,200 - $21,600
Operations Financial Analyst

We are seeking an experienced Financial Analyst to join our team. As a key member of our operations department, you will be responsible for analyzing financial data, evaluating company performance, and managing CRM systems.

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
Requirements:
  • 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:
  • This role offers the opportunity to work remotely and have a flexible schedule
  • A collaborative and dynamic work environment
  • Ongoing training and professional development opportunities
About this role:
  • Entry level position
  • Full-time employment
  • Finance and Sales job function
  • Staffing and Recruiting industry

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