Senior Business Valuation Coordinator

6 days ago

Sorsogon, Bicol, Philippines beBeeValuation Full time ₱600,000 - ₱800,000
About the Role

Our organization requires a skilled professional to provide support for business valuation services. This includes helping clients make informed decisions through data-driven insights and strategic commercial planning.

The successful candidate will play a vital role in project delivery, client management, and administrative workflows within our specialist valuation practice.

Key Responsibilities:
  • Client Liaison & Scheduling: Coordinate calendars, schedule remote meetings with clients or team members, manage reminders, and facilitate follow-ups.
  • Documentation & Reporting: Prepare and maintain standardized templates for valuation reports, draft initial sections, format documents, and compile financial modeling data.
  • Email & Communication Management: Monitor and triage inquiries from prospective and current clients, draft standard responses, flag urgent items, and escalate as needed.
  • Data Gathering & Research Support: Assist in gathering supporting materials needed for valuations: company financials, market benchmarks, comparable company data, industry reports.
  • Administrative & Travel Support: Manage travel bookings (if needed), invoicing, expense logs, data entry, CRM updates, and document filing.
Requirements:
  • Experience: 3-5 years supporting consultants, analysts, or project teams in a professional services or finance-adjacent environment.
  • Technical Aptitude: Highly proficient in MS Office (Excel, Word, PowerPoint), comfortable with CRM tools, virtual meeting platforms, and handling basic spreadsheet inputs.
  • Communication: Strong written English capable of drafting clear, professional correspondence and basic report content.
  • Organizational Skills: Exceptional at multitasking, setting reminders, managing deadlines, and following up without oversight.
  • Attention to Detail: High accuracy in data entries and document formatting; ability to critically check for consistency in reports.

Preferred Qualifications:

  • Dependable internet connection, structured workspace, proactive work habits, and the ability to work autonomously.

Additional Requirements:

Remote-readiness is essential for this position.

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