Financial Modelling & Analysis Associate

Financial skills and financial nous are core to Social Finance’s history and they remain in demand in our projects today. We are creating this new, dedicated Financial Modelling & Analysis Associate role to directly deliver work that requires financial knowledge and skills (alongside experienced senior colleagues) and to build out an internal centre of expertise in financial analysis and modelling.

The team comprises around 60 dedicated change‑makers, a mix of generalists and specialists who develop depth in their specialism.

• Financial analysis and modelling (core delivery)
• Build clear, well‑structured financial models in Excel that translate project ideas, business plans or service designs into robust financial projections, including user guides, audit checks and dynamic dashboards.
• Develop and test assumptions, estimating key financial inputs (costs, revenues, demand) using logical and evidence‑based approaches.
• Conduct scenario and sensitivity analysis to help teams understand risks, opportunities and key drivers of financial performance.
• Support the development of cost‑benefit analyses and other financial assessments to inform decision‑making.
• Applying financial thinking to projects
• Bringing a strong financial lens to project work, helping teams assess viability, sustainability and value for money.
• Analyse financial and operational information to inform project recommendations.
• Support teams to identify funding requirements, including cash‑flow needs and potential financing gaps.
• Contribute to assessing different funding or delivery options, balancing commercial and social outcomes.
• Supporting development of solutions and funding approaches
• Assist in exploring and comparing potential financing approaches (grants, debt, blended finance).
• Contribute to the development of investment cases, business cases or funding proposals.
• Support preparation of materials (financial summaries, slides, models) for clients, partners or funders.
• Enabling others and building capacity
• Act as a go‑to person for financial modelling and financial thinking, supporting colleagues to build confidence and capability.
• Review and provide feedback on others’ models or analysis to improve quality and consistency.
• Translate financial concepts into clear, accessible insights for non‑financial colleagues and stakeholders.
• Contribute to developing best‑practice templates and tools across the team.
• Contributing to internal financial expertise
• Support the development of Social Finance’s internal centre of expertise, sharing learning and improving ways of working.
• Stay up to date with emerging tools, including AI, and apply them responsibly to improve financial analysis.
• Contribute to internal training, knowledge sharing or guidance on financial skills.

• Relevant experience (e.g., corporate finance advisory, transaction advisory, valuations, due diligence).
• Strong understanding of financial perspectives and mindsets, including how investors and financiers think.
• Understanding of how commercial businesses, social enterprises, public entities and charities operate from a financial perspective.
• Ability to read and interpret statutory accounts and understand financial business terms (direct/indirect costs, margin, EBITDA, VAT).
• Solid grasp of foundational financial and accounting concepts (time value of money, interest, compounding, risk and return, accruals, balance sheet vs income statement).
• Knowledge of financial terms (collateral, principal guarantee) and the financial landscape (funds, debt and equity instruments).
• Commercial sense in assessing business cases, evaluating investments or negotiating contract terms.
• Highly skilled in Excel financial modelling, building flexible, intuitive models with appropriate assumptions and formulas; eager to explore AI responsibly.
• Strong communication of investment concepts, tailoring explanations to the audience.

• Empathetic, values‑driven and interested in social impact projects.
• Strong problem‑solving ability and structured, logical thinking.
• Collaborative and supportive, willing to help others develop financial skills.
• Attention to detail and pride in quality, especially with numbers and models.
• Adaptable across multiple projects and priorities, managing time effectively.
• Curious, motivated to learn and deepen both technical skills and understanding of social issues.

Social Finance is an ambitious not‑for‑profit organisation that helps design, fund and scale solutions to complex social problems, driving a fairer world through partnership with governments, funders, communities and the social sector. Our multidisciplinary team of over 120 people brings diverse expertise in financial analysis, data insights, strategy, research and design to tackle issues such as homelessness, domestic abuse, children’s services, health, employment and skills. We offer a high‑quality training and development programme and opportunities for career progression.

We believe change for communities is possible. Our core values are curiosity, empathy and pioneering spirit.

The fixed salary for this position is £47,500 per annum. In addition to pay, we offer a culture of purpose, learning and support.

We actively encourage applications from under‑represented and minoritised groups, including those with lived experience of the social issues we address, and are an equal‑opportunity employer.

We support a range of flexible working options and welcome UK‑based applications from outside London or the Southeast. Secondments and part‑time work (minimum 80% FTE) are also considered. The first three months require attendance in the London Bridge office at least two days a week.

Depending on the project, a DBS check may be required. Candidates deemed suitable will declare any unspent convictions.