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For Companies At a Glance
- Tasks: Build advanced financial models and provide strategic insights for investment decisions.
- Company: Join a dynamic team supporting UK SMEs with a growing portfolio exceeding £100 million.
- Benefits: Enjoy hybrid working, bonuses, and a standard pension with a salary up to £80,000 PA.
- Why this job: Be part of an ambitious growth journey and make a real impact in investment banking.
- Qualifications: Advanced Excel skills and 1-3 years in financial modelling or accounting required.
- Other info: Opportunity to work with a motivated team and develop your financial expertise.
Our client is a specialised investor and lender dedicated to supporting UK SMEs. Over the past three years, their dynamic team of 10 highly motivated professionals has successfully built a portfolio exceeding £100 million across 16 promising companies. With ambitious plans for growth, they aim to expand their portfolio to over £500 million by mid-2026.
As they scale their operations, they are seeking an analytically strong and commercially astute Financial Modeller to help shape and evaluate new opportunities. You will play a critical role in building robust models that support strategic investment decisions, long-term forecasting, and portfolio monitoring.
What's in it for you?
- Up to £80,000 PA
- Hybrid working, 2-3 days in office
- Bonuses
- Standard pension
Responsibilities
- Design and build advanced Excel-based financial models
- Create scenario and sensitivity analysis to support business cases and valuations
- Interpret financial data to provide insight and strategic recommendations
- Collaborate with stakeholders across finance, strategy, and operations
- Assist in due diligence, M&A analysis, and long-term forecasting
Requirements
- Advanced Excel skills, including financial functions, macros, and scenario tools
- Strong understanding of accounting principles and financial statements
- 1-3 years of experience in a financial modelling, accounting, or analyst role
- CFA Level I (or higher) or part-qualified accountant (ACA, ACCA, CIMA)
- Strong commercial awareness and problem-solving skills
Desirable:
- Experience with modelling in transaction services, FP&A, or investment analysis
- Exposure to financial modelling software or VBA
- Ability to communicate complex financial insights clearly to non-finance stakeholders
Financial Modeller employer: CV-Library
Contact Detail:
CV-Library Recruiting Team
StudySmarter Expert Advice 🤫
We think this is how you could land Financial Modeller
✨Tip Number 1
Familiarise yourself with the specific financial modelling techniques that are commonly used in investment banking. This will not only help you understand the role better but also allow you to speak confidently about your knowledge during interviews.
✨Tip Number 2
Network with professionals in the investment banking sector, especially those who work in financial modelling. Attend industry events or join relevant online forums to gain insights and potentially get referrals.
✨Tip Number 3
Brush up on your Excel skills, particularly advanced functions, macros, and scenario analysis tools. Consider taking a short course or using online resources to enhance your proficiency, as this is crucial for the role.
✨Tip Number 4
Prepare to discuss real-world examples of how you've applied financial modelling in previous roles. Be ready to explain your thought process and the impact of your models on business decisions, as this will demonstrate your practical experience.
We think you need these skills to ace Financial Modeller
Some tips for your application 🫡
Tailor Your CV: Make sure your CV highlights your advanced Excel skills and relevant experience in financial modelling. Use specific examples from your past roles that demonstrate your ability to create financial models and perform scenario analysis.
Craft a Compelling Cover Letter: In your cover letter, express your enthusiasm for the role and the company. Mention how your background aligns with their goals of supporting UK SMEs and your understanding of investment banking principles.
Showcase Relevant Skills: Emphasise your strong understanding of accounting principles and financial statements. If you have experience with financial modelling software or VBA, make sure to include that as well.
Prepare for Potential Questions: Think about how you would explain complex financial insights to non-finance stakeholders. Be ready to discuss your problem-solving skills and provide examples of how you've used them in previous roles.
How to prepare for a job interview at CV-Library
✨Showcase Your Excel Skills
Since the role requires advanced Excel skills, be prepared to discuss your experience with financial functions, macros, and scenario tools. You might even want to bring examples of models you've built in the past to demonstrate your proficiency.
✨Understand Financial Statements
Make sure you have a strong grasp of accounting principles and can interpret financial statements. Be ready to explain how these insights can influence strategic decisions and support business cases.
✨Demonstrate Commercial Awareness
The company is looking for someone who is commercially astute. Research the current trends in investment banking and be prepared to discuss how they could impact the company's growth plans and portfolio management.
✨Communicate Clearly
You will need to convey complex financial insights to non-finance stakeholders. Practice explaining your modelling work in simple terms, focusing on how it adds value to the business and supports decision-making.
