Chief Financial Operations Specialist

1 day ago

Lipa City, Calabarzon, Philippines beBeeAnalysis Full time $14,400 - $19,200
Job Description

The Financial Business Analyst will examine financial data, assess company metrics, and manage customer relationship management systems. The ideal candidate has strong English fluency, business analysis experience, and proficiency in Excel.

Key responsibilities include examining financial statements, assessing company performance, managing CRM systems, conducting outreach to business leaders, supporting investor communication, and assisting with administrative tasks.

Required skills and qualifications include business analysis experience, proficiency in Excel, hands-on experience using CRM tools, comfort making outbound phone calls, high organization, reliability, attention to detail, and ability to manage multiple tasks.

Preferred traits include a mix of mature professionalism and entrepreneurial spirit, background in finance or business, strong presentation and communication skills, and self-starting ability in a remote environment.

Key Responsibilities
  • Financial Analysis: Examine financial statements from Excel files and confidential information memorandums (CIMs)
  • Company Evaluation: Assess company performance to determine alignment with investment criteria
  • CRM Management: Manage and update CRM systems (HubSpot and Insightly)
  • Outreach: Conduct outreach to business leaders via email and phone to initiate conversations
  • Investor Communication: Support investor and partner communication by organizing data and follow-ups
  • Administrative Tasks: Assist with various administrative and operational tasks, including follow-ups and scheduling

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