Manager - Financial Data Modelling, Transaction Services
Posted 5 days ago by 1763042730
£600 Per day
Outside
Hybrid
London
Summary: The role of Excel Modeller focuses on financial data modelling and process design within a hybrid work environment in London. The position requires an expert in Excel to develop advanced templates and automate workflows, collaborating with finance and tech teams to enhance data accuracy and governance. Candidates should have significant experience in financial analysis and data process design, ideally within a Big 4 or asset management context. This high-impact role aims to shape next-generation data collection and valuation processes in a leading investment environment.
Key Responsibilities:
- 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.
Key Skills:
- 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.
Salary (Rate): £600 per day
City: London
Country: United Kingdom
Working Arrangements: hybrid
IR35 Status: outside IR35
Seniority Level: Mid-Level
Industry: IT
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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