Financial Modeller/Valuations

Detailed Description From Employer:

Manager - Financial Modelling (Contract)

£500-£650 per day (Umbrella)
Location: Central London (4 days in-office, 1 day WFH)
Duration: 6-12 months

An opportunity has arisen with a leading global private markets investment platform for an experienced Financial Modelling specialist to support a high-profile transformation programme.

This role sits at the heart of a firm-wide initiative to modernise portfolio reporting, financial data collection, and valuation processes. You will play a pivotal role in designing scalable Excel-based solutions that underpin decision-making across investment and finance teams.

The Opportunity

This is a hands-on, high-impact contract role focused on building and optimising financial data infrastructure. You'll work closely with senior stakeholders across finance, portfolio monitoring, and technology to create robust, automated solutions in a complex investment environment.

Key Responsibilities

• Design and enhance advanced Excel templates to capture financial and KPI data across a diverse portfolio
• Build scalable, structured models with strong data validation and auditability
• Automate workflows using Power Query, VBA/macros, and advanced Excel techniques
• Support data mapping, reconciliation, and integration with wider reporting systems
• Improve data quality, consistency, and governance across financial processes
• Partner with finance, valuation, and data teams to translate requirements into practical tools
• Contribute to broader automation and process improvement initiatives

Candidate Profile

We're targeting high-calibre contractors with a strong blend of financial expertise and advanced Excel capability.

Core requirements:

• 5 years + experience in financial modelling, data/process design, or financial systems
• Background in Big 4 Transaction Services / Deals / Valuations or a private equity / asset management environment
• Advanced Excel skills, including experience building robust, scalable templates and models
• Strong understanding of financial statements, KPIs, and data flows
• Experience with Power Query, Power Pivot, VBA/macros, and data manipulation

Why Apply?

• Work on a high-visibility transformation programme within a leading investment environment
• Gain exposure to portfolio-level data, valuation processes, and senior stakeholders
• Clear scope, autonomy, and the opportunity to make an immediate impact

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