Strategic Financial Insights Specialist

3 days ago

Cagayan de Oro, Northern Mindanao, Philippines beBeeFinancial Full time ₱192,000 - ₱208,000
Job Overview

We are seeking a skilled Financial Operations Analyst to join our team.

This role requires analyzing private company financials from Excel files and Confidential Information Memorandums (CIMs) to determine alignment with investment criteria.

The ideal candidate will have strong English fluency, financial analysis experience, and proficiency in Excel, as well as hands-on experience using CRM tools like HubSpot and Insightly.

Key Responsibilities
  • Analyze financial data, evaluate results, and manage CRM systems effectively.
  • 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 administrative and operational tasks.
Requirements
  • Strong English language skills.
  • Experience in financial analysis.
  • Proficiency in Excel.
  • Hands-on experience with CRM tools.

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