Role Description
Develop financial models and valuation analyses that support planning, investment, financing, and transaction decisions. Translate business assumptions into transparent, reliable models and explain the implications, sensitivities, and limitations of analytical findings.
Key Responsibilities
- Gather financial, operational, and market information, validating inputs with relevant stakeholders.
- Build integrated financial models linking income statements, balance sheets, and cash flows.
- Translate business drivers into forecasts, funding requirements, and investment return calculations.
- Develop scenarios and sensitivity analyses to assess uncertainty and key value drivers.
- Apply appropriate valuation methods, including discounted cash flow and market-based approaches.
- Review model formulas, logic, accounting consistency, and supporting assumptions.
- Assess existing models for errors, usability, and alignment with their intended purpose.
- Prepare reports, presentations, and supporting documentation that explain findings clearly.
- Coordinate information requests and resolve data gaps with clients or internal teams.
- Maintain version control, review records, and clear separation of inputs, calculations, and outputs.
- Support model handover, user guidance, and updates as requirements change.
- Protect confidential information and follow engagement review procedures.
Role-Specific Responsibilities
- Business Modelling Analyst: Develop driver-based models for business planning, operational scenarios, pricing, and investment appraisal.
- Financial Modelling Associate: Own defined model development and review workstreams for transactions, financing, or strategic projects, coordinating inputs and incorporating review feedback.
- Valuation and Modelling Consultant: Assess client requirements, recommend suitable modelling and valuation approaches, and communicate conclusions with appropriate senior oversight.
Qualifications
- Relevant experience in financial modelling, valuation, corporate finance, FP&A, transaction advisory, or a related field.
- Strong understanding of financial statements, accounting principles, and corporate finance.
- Proficiency in Excel and experience building structured financial models.
- Knowledge of forecasting, investment appraisal, valuation, and sensitivity analysis.
- Strong analytical and problem-solving skills, with attention to detail.
- Ability to assess assumptions critically and document limitations.
- Clear written and verbal communication skills.
- Effective stakeholder coordination and ability to manage competing deadlines.
- A degree in finance, accounting, economics, business, mathematics, or a related field, or equivalent practical experience.
- For associate and consultant roles, experience independently delivering defined analytical workstreams.
Preferred Qualifications
- Progress toward or completion of a relevant qualification such as CFA, CA, CPA, ACCA, CIMA, or an equivalent credential.
- Familiarity with recognized financial modelling conventions and review techniques.
- Experience with project finance, acquisitions, fundraising, or financial reporting valuations.
- Knowledge of Python, SQL, business intelligence tools, or model automation.
- Relevant sector expertise and familiarity with applicable valuation standards.
Scope by Role
- Business Modelling Analyst: Prepares models, validates inputs, and analyzes scenarios under guidance.
- Financial Modelling Associate: Takes responsibility for defined modelling deliverables, quality checks, and stakeholder coordination.
- Valuation and Modelling Consultant: Delivers modelling and valuation advice tailored to the assignment, explaining methods, assumptions, and business implications.