Chief Financial Analyst

2 days ago

Taguig, National Capital Region, Philippines beBeeAnalyst Full time $19,200 - $20,400
Financial Analysis Position

We are seeking a skilled Financial Analyst to join our team. This role will involve analyzing private company financials, evaluating data to determine alignment with investment criteria, and managing CRM systems.

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 & Qualifications
  • Strong analytical skills — ability to interpret complex financial data
  • Proficiency with Excel (VLOOKUP, PivotTables, data formatting; Google Sheets proficiency also acceptable)
  • Hands-on experience using CRM tools like HubSpot and Instagate/Insightly
  • Excellent communication and organizational skills
  • Ability to manage multiple tasks and adapt quickly to shifting priorities
PREFERRED QUALIFICATIONS
  • Maturity in professional work environment
  • Background in finance or related field
  • Strong presentation and communication skills

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