Financial Analyst

Are you a self-motivated and organized individual with a knack for Microsoft Excel and PowerPoint? Do you have past experience in financial services? Then this might be the job for you! In this role, you'll act as a crucial bridge between the organization and client partners, creating high-value client deliverables such as financial models, budgets, and presentations. Read on for more details. (Please read the entire post and follow the application instructions)

ABOUT THE ROLE:
A privately-held, high growth consulting firm based in the United States is looking to add a Financial Analyst who will support financial clients using Microsoft Excel and PowerPoint remotely from the Philippines during U.S. business hours.

This is a full-time (40+ hours) remote opportunity to work for a U.S. business that’s experiencing rapid growth.

RESPONSIBILITIES
- Performing basic financial modeling and analysis
- Creating comprehensive client presentations
- Facilitating client onboarding by organizing files, analyzing data and creating checklists
- Supporting our internal team by helping with bill payments, admin tasks, monthly reports, etc.

THE REQUIREMENTS
- Experience: A solid track record of 2+ years in financial services (ideally with U.S. client accounts)
- Education: Bachelor Degree or higher (summa, magna or cum laude and/or Academic Scholar from a reputable college preferred)
- English Proficiency: Possess an effective B2 level of English, demonstrating clear and easily understandable verbal and written communication skills.
- Tech-Savvy: Expert proficiency in Microsoft PowerPoint, Excel and Google Workspace (especially Gmail, Docs, Sheets, and Drive)
- Independent: A strong willingness to learn and the ability to work independently, adapting to new challenges as they arise. Able to navigate ambiguity and produce good quality work.
- Organizational Excellence: Display exceptional organizational skills, maintain a professional demeanor, and exhibit a pleasant and effective communication style in all interactions.

SALARY RANGE
$900-$1,500 USD per month

Interested? We’re glad you are! Please send your resume and cover letter to Upgrade to see actual info with the subject line “Financial Analyst | YOUR NAME” and one of our recruiters will be in touch.

**DM’s will not be entertained. Kindly follow the application instructions to be considered for the position | Open only to Philippines-based candidates**