Financial Modeller/Valuations

Manager - Financial Modelling (Contract)

£500-£650 per day (Umbrella)Location: Central London (4 days in-office, 1 day WFH)Duration: 6-12 months

An opportunity has arisen with a leading global private markets investment platform for an experienced Financial Modelling specialist to support a high-profile transformation programme.

This role sits at the heart of a firm-wide initiative to modernise portfolio reporting, financial data collection, and valuation processes. You will play a pivotal role in designing scalable Excel-based solutions that underpin decision-making across investment and finance teams.

The Opportunity

This is a hands-on, high-impact contract role focused on building and optimising financial data infrastructure. You'll work closely with senior stakeholders across finance, portfolio monitoring, and technology to create robust, automated solutions in a complex investment environment.

Key Responsibilities

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• Design and enhance advanced Excel templates to capture financial and KPI data across a diverse portfolio
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• Build scalable, structured models with strong data validation and auditability
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• Automate workflows using Power Query, VBA/macros, and advanced Excel techniques
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• Support data mapping, reconciliation, and integration with wider reporting systems
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• Improve data quality, consistency, and governance across financial processes
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• Partner with finance, valuation, and data teams to translate requirements into practical tools
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• Contribute to broader automation and process improvement initiatives
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Candidate Profile

We're targeting high-calibre contractors with a strong blend of financial expertise and advanced Excel capability.

Core requirements:

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• 5 years + experience in financial modelling, data/process design, or financial systems
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• Background in Big 4 Transaction Services / Deals / Valuations or a private equity / asset management environment
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• Advanced Excel skills, including experience building robust, scalable templates and models
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• Strong understanding of financial statements, KPIs, and data flows
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• Experience with Power Query, Power Pivot, VBA/macros, and data manipulation
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Why Apply?

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• Work on a high-visibility transformation programme within a leading investment environment
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• Gain exposure to portfolio-level data, valuation processes, and senior stakeholders
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• Clear scope, autonomy, and the opportunity to make an immediate impact
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