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 will 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 are 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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