Excel Modeller - Financial Data Modelling & Process Design

Location: London (Hybrid 3 days per week in the office)

Are you an Excel expert with a passion for financial data and process automation? This is your opportunity to take a high-impact role at the intersection of finance, data, and technology, helping to shape next-generation data collection and valuation processes for a leading investment environment.

What You'll Do

• Design advanced Excel templates for P&L, balance sheet, cash flow, and KPI data across portfolio companies.
• Implement data validation, consistency checks, and version control for clean, auditable data.
• Automate workflows using Excel formulas, VBA/macros, Power Query, and integrate with external systems like Snowflake.
• Collaborate with finance and tech teams to streamline data flows and improve reporting accuracy.
• Drive process improvement and governance, standardizing KPIs and reporting structures.

What We're Looking For

• 6-10 years' experience in financial analysis, data process design, or financial systems integration (Big 4 FDnA / TS or PE/Asset Management background ideal).
• Expert Excel skills - structured templates, large datasets, external system integration.
• Strong understanding of financial statements, KPIs, and data validation principles.
• Experience with Power Query, VBA/macros, and database connections (Snowflake, SQL, APIs).
• Bonus: Familiarity with Chronograph, 73Strings, Power BI, and ACA/CFA/CIMA qualifications.

Why Join?

• Work on cutting-edge data solutions for a global investment environment.
• Collaborate with finance and technology experts to shape scalable processes.
• Be part of a forward-thinking team driving automation and efficiency.

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