Operations Business Analyst

2 days ago

Makati City, National Capital Region, Philippines beBeeFinancial Full time ₱15,000 - ₱20,000
Job Overview

We are seeking a detail-oriented financial analyst to fill a key position within our organization. As a financial analyst, you will be responsible for analyzing private company financials, evaluating company data, and managing CRM systems.

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
  • 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
Preferred Traits:
  • A mix of mature professionalism and entrepreneurial spirit — proactive, curious, and motivated
  • Background in private equity, consulting, finance, or investment analysis is beneficial
  • Strong presentation and communication skills
  • Self-starter who thrives in a remote environment

This role requires a strong analytical mindset, excellent communication skills, and the ability to work independently in a fast-paced environment.

The ideal candidate will have experience in financial analysis, CRM management, and customer outreach. A background in private equity, consulting, finance, or investment analysis is highly desirable.

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