Financial Analyst Position

1 day ago

Mandaue City, Central Visayas, Philippines beBeeFinancial Full time ₱15,000 - ₱20,000
Job Overview

Operations Financial Analyst

Join us as we seek a skilled Operations Financial Analyst to join our team in this exciting role.

This is an excellent opportunity to apply your financial analysis skills and experience to drive business growth and success.

As an Operations Financial Analyst, you will play a critical role in analyzing private company financials, evaluating company data, and managing CRM systems.

Key Responsibilities:

  • Analyze financial statements from Excel files and CIMs to identify trends and opportunities for improvement.
  • Evaluate company performance metrics to ensure alignment with investment criteria.
  • Manage and update CRM systems (HubSpot and Insightly) to track customer interactions and follow-ups.
  • Conduct outreach to business owners via email and phone to initiate conversations and build relationships.
  • 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.

Required Skills & Qualifications:

  • 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:

  • Competitive salary and benefits package.
  • Opportunities for career growth and professional development.
  • Collaborative and dynamic work environment.

Others:

  • Entry-level position in Finance and Sales.
  • Full-time employment with a reputable company.

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