Financial Modeler

Contract Financial Modeler — Investment Banking & Corporate Finance (Excel)

Full-time independent contractor role, 40 hours/week.

We are partnering with a U.S.-based technology company building advanced AI systems focused on financial modeling and decision-making.

The goal is to train AI to think like real financial professionals: how models are built from scratch, how assumptions are structured, and how decisions are made using financial models.

This is a hands-on Excel modeling role. You will build detailed financial models from a blank spreadsheet and clearly explain your logic.

This is a highly selective search. We are only considering investment banking and corporate finance candidates from top-tier backgrounds with extensive, hands-on model-building experience.

This role IS:

• Building financial models from a blank spreadsheet
• Structuring assumptions, drivers, and logic
• Linking full model flows: operations → cash flow → valuation → returns
• Debugging and improving model accuracy
• Explaining why a model works, not just producing outputs

This role is NOT:

• Dashboards, reporting, or data visualization
• FP&A focused on reporting, budgeting, or variance analysis
• Pitch decks, comps, or formatting work without building the underlying model
• High-level strategy without hands-on modeling
• Using AI tools to generate models

Investment Banking

• Fully integrated 3-statement models
• DCF and sum-of-the-parts valuation built from first principles
• Merger models: accretion/dilution, purchase price allocation, synergies
• LBO analysis in support of sponsor or sell-side processes
• Live deal execution on M&A, capital markets, or restructuring transactions

Corporate Finance

• Corporate development models: acquisitions, divestitures, joint ventures
• Capital structure, financing, and capital allocation decisions
• Long-range operating models that drive investment or strategic decisions
• Treasury modeling: liquidity, debt capacity, and refinancing analysis

• Build financial models from scratch in Excel across different use cases
• Review and debug models built by others
• Identify incorrect assumptions, broken logic, and risks
• Analyze relationships across operations, cash flow, valuation, and returns
• Clearly explain financial logic and decision-making

What Makes a Strong Candidate

• 2–10 years in finance roles with heavy, hands-on modeling
• Experience at a bulge-bracket bank, elite boutique, or a major corporate development or corporate finance team
• Direct work on live transactions or major investment decisions, backed by models you built yourself
• Experience with U.S. businesses, U.S. clients, or U.S. GAAP
• Proven ability to build models from a blank spreadsheet (no templates)
• High attention to detail and model accuracy
• Strong communication skills (English required)

Not a Fit If

Your experience is primarily:

• Reviewing models, making small updates, or producing pitch decks, comps, or outputs
• FP&A reporting, budgeting, or dashboards
• Research or valuation support without building full models
• BI tools, analytics workflows, or reporting automation

Or:

• You have not built full financial models yourself
• You rely heavily on templates, tools, or AI to generate models
• You are not comfortable explaining your work in detail

Interview Process

All candidates complete a ~3-hour take-home Excel modeling exercise.

• Designed to reflect real-world modeling work
• Must be completed independently in Excel

Final Note

Candidates with private equity, credit, or debt modeling experience should apply to our Private Equity & Credit posting instead.