Data Analysis Specialist

18 hours ago

Taguig, National Capital Region, Philippines beBeeFinancial Full time $18,300 - $20,520
Operations Financial Analyst Position

We are seeking a detail-oriented Operations Financial Analyst to join our team. The ideal candidate will have strong analytical skills, excellent communication abilities, and experience working with financial data.

The successful candidate will be responsible for analyzing private company financials, evaluating company data, and managing CRM systems. They will also conduct outreach to business owners, support investor and partner communication, and assist with various administrative tasks.

In this role, you will work closely with the investment team to identify opportunities and maintain organization across deals and communications in a fast-moving environment.

We are looking for a self-starter who thrives in a remote environment and has a mix of mature professionalism and startup energy. A background in private equity, consulting, finance, or investment analysis is a plus.

Key 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
Required Skills and 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
Priorities:
  • A mix of mature professionalism and startup energy — proactive, curious, and motivated
  • Background in private equity, consulting, finance, or investment analysis is a plus
  • Strong presentation and communication skills
  • Self-starter who thrives in a remote environment
Job Requirements:
  • Full-time employment
  • Finance and Sales job function
  • Staffing and Recruiting industry

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