Operations Financial Specialist

7 days ago

Tanauan, Calabarzon, Philippines beBeeAnalysis Full time $18,000 - $20,400

Financial Analysis Expert

">

Job Description

This position involves analyzing financial data from Excel files and Confidential Information Memorandums (CIMs) to identify trends and patterns. The ideal candidate will have a strong understanding of financial analysis, particularly in reviewing company financials and understanding business models.

The successful candidate will be responsible for evaluating company data to determine alignment with investment criteria, managing and updating CRM systems, conducting outreach to business owners via email and phone, and supporting investor and partner communication by organizing data and follow-ups.

Additionally, the candidate will assist with various administrative and operational tasks, including follow-ups and scheduling, and maintain organization across deals and communications in a fast-moving environment.

Required Skills & Qualifications

  • Strong English fluency — clear communication is critical
  • Financial analysis experience, especially reviewing company financials and understanding business models
  • Proficiency with Excel (VLOOKUP, PivotTables, data formatting)
  • 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 the opportunity to work remotely and have a mix of mature professionalism and startup energy. A background in private equity, consulting, finance, or investment analysis is a plus, as is having strong presentation and communication skills.

Self-starters who thrive in a remote environment are encouraged to apply. The position is full-time and entry-level, with a focus on finance and sales in the staffing and recruiting industry.

Seniority level

Entry level

Employment type

Full-time

Job function

Finance and Sales

Industries

Staffing and Recruiting

  • Financial Operations Specialist

    7 days ago

    Tanauan, Calabarzon, Philippines beBeeFinance Full time $40,000 - $60,000

    Financial Operations SpecialistWe are seeking a skilled Financial Operations Specialist to join our team. In this role, you will play a key support role within the finance team, bridging day-to-day financial operations with business unit collaboration.As a Financial Operations Specialist, you will be responsible for ensuring timely and accurate invoice...

  • Financial Operations Specialist

    7 days ago

    Tanauan, Calabarzon, Philippines beBeeAccounting Full time ₱250,000 - ₱350,000

    Financial Operations SpecialistWe are seeking a skilled Financial Operations Specialist to maintain accurate financial records and support our accounting operations.Key Responsibilities:Manage and categorize transactions using accounting software, ensuring accuracy and efficiency.Reconcile bank and credit card statements on a regular basis to ensure account...

  • Financial Operations Specialist

    7 days ago

    Tanauan, Calabarzon, Philippines beBeeAccountant Full time ₱65,000

    Financial Operations Specialist","][description with HTML tags]We are seeking an experienced professional to maintain accurate financial records and oversee day-to-day financial operations.", "titles": [

  • Financial Operations Specialist

    7 days ago

    Tanauan, Calabarzon, Philippines beBeeAccounting Full time $7,500 - $7,750

    Job Title:Financial Operations SpecialistAbout the Job:We are seeking a highly motivated and detail-oriented Financial Operations Specialist to support our clients with their financial operations.The ideal candidate will possess strong financial skills, proficiency in various accounting software, and a proactive approach to managing financial...

  • Financial Operations Specialist

    7 days ago

    Tanauan, Calabarzon, Philippines beBeeCreditCard Full time ₱400,000 - ₱600,000

    Financial Operations SpecialistWe are seeking a highly skilled Financial Operations Specialist to oversee the financial operations related to credit card transactions. This includes processing payments, tracking expenses, and reconciling statements to maintain accurate financial records.Key Responsibilities:Credit Card Management:Monitor and record credit...

  • Financial Operations Specialist

    7 days ago

    Tanauan, Calabarzon, Philippines beBeeAccountant Full time ₱39,500 - ₱53,000

    Job Title: Financial Operations SpecialistAbout the RoleWe are seeking a highly skilled and experienced Financial Operations Specialist to join our team. The ideal candidate will have at least 1 year of proven experience in bookkeeping with international clients.The successful candidate will be responsible for:Monitoring contracts and agreements with...

  • Financial Operations Specialist

    7 days ago

    Tanauan, Calabarzon, Philippines beBeeFinance Full time ₱4,000,000 - ₱8,000,000

    Job OpportunityWe are seeking a skilled Financial Operations Specialist to support our financial operations team. This role will be responsible for ensuring the accuracy and efficiency of our financial processes.Key Responsibilities:Expense Management: Ensure all corporate expenses are properly categorized and recorded in a timely manner.Coding Accuracy:...

  • Financial Operations Specialist

    7 days ago

    Tanauan, Calabarzon, Philippines beBeeCompliance Full time A$16,000 - A$20,000

    Job DescriptionAs a key member of our organization, we are seeking an experienced Financial Operations Specialist to oversee the management of financial communications and documentation. This role will be responsible for ensuring seamless accounts payable, accounts receivable, payroll, reconciliations, and reporting processes.Key ResponsibilitiesManage...

  • Financial Operations Specialist

    7 days ago

    Tanauan, Calabarzon, Philippines beBeeBookkeeper Full time ₱720,000 - ₱780,000

    Job Title: Financial Operations SpecialistA skilled professional is required to manage financial records using QuickBooks Desktop software. The ideal candidate will have experience in accounting, record-keeping, and financial reporting.Key Responsibilities:Manage and maintain accurate financial records in QuickBooks Desktop.Process daily financial...

  • Financial Operations Specialist

    7 days ago

    Tanauan, Calabarzon, Philippines beBeeDigitalAsset Full time ₱300,000 - ₱420,000

    Job Title: Financial Operations SpecialistThis is a unique opportunity for an individual with a strong finance or accounting background and expertise in digital assets to join our organization.Key Responsibilities:Manage and reconcile cryptocurrency and fiat transactions across multiple platforms and systemsEnsure accurate records of token distributions,...