Financial Modelling - Manager - Energy, Infrastructure & Environment

Forvis Mazars is a leading global professional services network providing audit & assurance, tax, and advisory services. Forvis Mazars in the UK spans 14 offices across the nation and has over 3,400 professionals, with 190 partners. We have a clear purpose and a shared commitment to shape a better future.

You will join a collaborative and inclusive team where you are supported to grow your skills, explore new opportunities, and contribute from day one. You will work with a diverse client base, develop meaningful connections, and gain experience that extends beyond your local team. Together, we grow, belong and impact.

Forvis Mazars' Energy, Infrastructure & Environment practice is trusted by the world's leading investors and developers in the sector to deliver a broad range of services. Within this practice, the Infrastructure Finance business unit provides modelling, model audit, valuations, training and advisory services to clients across EMEA and the Americas, from regional hubs in London, Paris, New York, Toronto, Johannesburg and Delhi.

As a financial modelling practice, Forvis Mazars delivers its EMEA modelling assignments through a team which includes technical modelling specialists as well as people with broader sector and commercial experience. We are known in the market for our world-leading proprietary methodology and have built up a significant track record globally with some of the largest investors across the sector. We have a particular specialism in delivering complex portfolio models, often multi-jurisdictional, and alongside a breadth of infrastructure experience bring deep expertise across the energy transition space that we are looking to grow further.

Job Role

We are now looking for the right person to help drive the business forward. The right person would:

• Be able to lead financial modelling assignments, both through proactive project management and by providing commercial and sector-based direction to a broader team of modellers;
• Have excellent client relationship building skills, combining commitment to first-rate client service with the curiosity to understand the client's business;
• Be able to interpret a client's requirements and translate this into a modelling specification that can be included in proposals and that the team can deliver to;
• Be committed to business development as well as project execution;
• Have significant experience in the energy and infrastructure sector already.

The role requires technical proficiency with Excel-based models, but would not be envisaged to be primarily focused on coding work in practice. Client and project management skills informed by strong sector knowledge are likely to be more important.

Professional Responsibilities

Manage a portfolio of financial modelling engagements in the EMEA region, from proposals through to scoping, development, review and delivery. This will include:

• Being the main day to day contact with clients, forming long-standing relationships which will help drive repeat business;
• Financial management of projects, including financial forecasting, billing and debt collection, and reporting on their progress to the Director/Partner;
• Ensuring the quality of deliverables to meet internal standards and client requirements, and ensuring that best practice modelling is adhered to at all times;
• Leading, coaching and reviewing the work of junior modellers.

Where required, also help to manage modelling support in the context of transaction advisory work and/or valuation work. Potential to help deliver modelling training courses from time to time.

People and Product Development

Help to develop both our models and our team technically by ensuring that they are properly informed by relevant sector dynamics and a commercial understanding of what underpins the models. Help to ensure that our models are visually effective and transparent to use. Find solutions for clients to ensure we are meeting their needs, and use this to help inform our business development strategy. Build broader market relationships and knowledge that will help to ensure that our models are up to date and informed by the latest market developments; help to build the culture of the team so that junior team members also become used to doing this. Help to promote a general culture of learning and development across the team from one job to the next.

Business Development and Broader Team Engagement

Active member of the wider team, participating in general business development and marketing activities and co-ordinating with other service lines across Mazars. Participate in thought leadership, including public webinars and other marketing efforts.

Client Development

Broaden client relationships to help drive opportunities across other service lines. Build your personal network across the sector.

Key Requirements

The right person is likely to have several years of experience across modelling and/or deal advisory in the energy and infrastructure sector (at least 4 years for the manager role). Technically strong including, for instance: proven financial modelling and analysis skills, understanding of project structures and ability to interpret, sense-check and run Excel-based financial models with 3-way financial statements, supporting both transactions and asset management, and modelling both operations and finance. Strong sector experience with particular areas of strength in one or more sub-sectors within the energy and infrastructure market. Commercial understanding of project finance structuring, documentation and processes. Strong interpersonal skills and comfortable presenting to senior client personnel. Ability to communicate complicated concepts clearly and concisely – to clients, to trainees and to the team, both in writing and verbally.

Desirable, but not a requirement: practical knowledge of key accounting and tax concepts and principles under IFRS and EMEA region GAAP. Self-motivated, ambitious and hard working. Driven by a passion to provide excellent client service and to build a growing business, with a strong team ethic.

Diversity, Equity & Inclusion

At Forvis Mazars diversity, equity and inclusion are central to our values. We value our people's unique backgrounds, perspectives, and experience, and know this diversity creates better outcomes for our clients. We seek to attract, develop, and retain the best talent, inclusive of sex, ethnicity, disability, socio-economic background, sexual orientation, gender identity, nationality, and faith. We select candidates based on skills, knowledge, qualifications, and experience and aim to support all our team members to reach their potential. At Forvis Mazars, we promote an environment in which you can grow your skills, belong to a team that values your ideas, and make an impact that matters.