Manager - Financial Modelling (Finance)

TL;DR

Manager - Financial Modelling (Finance): Designing and optimizing scalable Excel-based financial data infrastructure for a global private markets investment platform with an accent on portfolio reporting and valuation processes. Focus on automating workflows using Power Query and VBA to improve data quality and consistency across investment teams.

Location: Central London (4 days in-office, 1 day WFH)

Salary: £500 - £650 per day

Company

A leading global private markets investment platform.

What you will do

• 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.

Requirements

• 5+ years of 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, and VBA/macros.
• Must be based in or able to commute to Central London for 4 days a week.

Culture & Benefits

• Opportunity to work on a high-visibility transformation programme within a leading investment environment.
• Direct exposure to portfolio-level data, valuation processes, and senior stakeholders.
• High degree of autonomy and the ability to make an immediate impact.