Interim Financial Modeller

Interim Financial Modeller (3–6 months)

Location: Predominantly remote

Duration: 3-6 months

Overview

An opportunity has arisen for an experienced Interim Financial Modeller to support a private equity-backed business during a critical planning phase. The assignment will focus on building a robust, dynamic financial model to underpin the extension of the investment case.

Key Responsibilities

• Lead the development of a fully integrated three-statement financial model (P&L, cash flow, balance sheet) in Excel
• Build a dynamic 3-year business plan model to support investment decision-making
• Translate operational drivers into financial outputs, ensuring clear linkage between assumptions and performance
• Design and implement scenario and sensitivity analysis, enabling assessment of multiple growth and cost assumptions
• Incorporate service line-level inputs, allowing for differentiated growth rates and performance dynamics
• Model workforce and salary cost structures, including variable compensation and scaling assumptions
• Ensure the model is intuitive, flexible, and audit-ready for internal stakeholders and investors
• Partner closely with senior finance and investment stakeholders to refine assumptions and outputs

Candidate Profile

• Proven experience building complex, dynamic financial models from scratch in Excel
• Strong background working with private equity-backed businesses or investment environments
• Experience in consulting, professional services, or human capital-driven businesses highly desirable
• Deep understanding of three-statement modelling and cash flow dynamics
• Ability to translate operational and commercial drivers into financial logic
• Strong stakeholder engagement skills, with the ability to work at pace and iterate quickly
• High attention to detail with a focus on clarity, usability, and robustness of outputs

Key Deliverables

• A fully integrated, flexible three-statement model
• A 3-year forward-looking business plan aligned to investment case requirements
• Scenario analysis capability across:
• Service line growth rates
• Headcount and salary assumptions
• Margin and profitability drivers

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