Operations Financial Analyst

2 days ago

Manila, National Capital Region, Philippines Somewhere Full time $18,000 - $20,400 per year
Position : Operations Financial Analyst
Working Hours : 8:00am to 5:00pm (EST) - Monday to Friday 
Monthly Salary : $1500 to $1700 per month depending on experience
Location : Remote (preferred: Open)

Key Responsibilities:
Analyze private company financials from Excel files and Confidential Information Memorandums (CIMs)Evaluate company data to determine alignment with investment criteriaManage and update CRM systems (HubSpot and Insightly)Conduct outreach to business owners via email and phone to initiate conversationsSupport investor and partner communication by organizing data and follow-upsAssist with various administrative and operational tasks, including follow-ups and schedulingMaintain organization across deals and communications in a fast-moving environmentRequired Skills & Qualifications:
Strong English fluency (spoken and written) — clear communication is criticalFinancial analysis experience, especially reviewing company financials and understanding business modelsProficiency with Excel (VLOOKUP, PivotTables, data formatting; Google Sheets proficiency also acceptable)Hands-on experience using CRM tools like HubSpot and Instagate/InsightlyComfortable making outbound phone calls to business owners and external stakeholdersHighly organized and reliable, with excellent attention to detailAbility to manage multiple tasks and adapt quickly to shifting priorities
Preferred Traits:
A mix of mature professionalism and startup energy — proactive, curious, and motivatedBackground in private equity, consulting, finance, or investment analysis is a plusStrong presentation and communication skillsSelf-starter who thrives in a remote environment

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