Part-time Financial Analyst

This is a remote position.

Operating within an evolving entrepreneurial environment focused on mid-market business acquisitions, this long-term remote role is critical for bringing systematic order to complex transaction pipelines. Part-time hours of approximately 15–20 hours per week are required initially, offering excellent flexibility for a highly structured professional looking to make a measurable operational impact. The successful incumbent will act as the central coordinator, managing executive support, CRM administration, and contract tracking to ensure no commercial opportunity falls through the cracks. This is a fully remote role and the candidate must be willing to work between 2:30pm - 6:30pm with some flexibility. 

Key Responsibilities

• Pipeline Management: Review and organise inbound business opportunities, tracking targets systematically through various evaluation stages to ensure efficient pipeline progression.
  

• CRM Administration: Maintain data accuracy within the CRM ecosystem, updating records, tracking outreach communications, and generating activity summaries.
  

• Document & Contract Coordination: Manage confidentiality agreements, cross-reference incoming documents against standard templates, and track signature statuses.
  

• Executive Project Support: Prepare comprehensive meeting briefs, coordinate follow-up schedules, assist with market research, and monitor ongoing action items.
  

• Stakeholder Outreach: Support business development and relationship management with business owners, intermediaries, and investors by managing contact lists and drafting initial communications.
  

Requirements

• Proven experience successfully supporting executives, legal professionals, investors, or business owners who manage multiple projects simultaneously.
  

• Exceptional written and spoken English communication skills with a strong eye for detail.
  

• Demonstrated ability to manage competing priorities independently and proactively within a remote setup.
  

• High degree of professional discretion and confidentiality.
  

Preferred Qualifications

• Prior experience supporting international or US-based executives.
  

• Previous background in roles such as Executive Assistant, Operations Coordinator, Legal Secretary, or Transaction Coordinator.
  

• Document, contract, or project coordination experience.
  

Required Software Skills

• HubSpot CRM
  

• Cloud-based productivity suites (e.g., Google Workspace, Microsoft Office 365)
  

Benefits