OverviewWe 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 be expected to build detailed financial models from a blank spreadsheet and clearly explain your logic.We prioritize strong model builders over specific domain experience. Candidates from investment banking, private equity, credit, or corporate finance are encouraged to apply if they have built full models from scratch.This role IS:Building financial models from a blank spreadsheetStructuring assumptions, drivers, and logicLinking full model flows (cash flow, debt, returns, scenarios)Debugging and improving model accuracyExplaining why a model works, not just producing outputsThis role is NOT:Dashboards, reporting, or data visualizationTraditional FP&A roles focused primarily on reporting, budgeting, or dashboards without hands-on financial model buildingReviewing credit without building modelsHigh-level strategy without hands-on modelingUsing AI tools to generate modelsWhat Good Looks LikeStrong candidates have built full financial models end-to-end (e.g., LBO, 3-statement, credit, or project finance models) and can clearly explain every component of the model.Areas of Modeling ExperienceYou must have deep, hands-on experience building full financial models from scratch in at least one of the following areas. We value strong model builders who can adapt across domains.Credit & Lending Models3-statement borrower modelsCash flow-based lending and debt sizingCovenant modeling (DSCR, leverage, coverage ratios)Loan structuring and scenario analysisPrivate Equity (LBO Modeling)Full LBO models built from scratchSources & uses, debt schedules, returns (IRR/MOIC)Operating models with sensitivities and exit scenariosAsset-Based Lending (ABL) (optional / less common)Borrowing base models (AR, inventory)Advance rates, eligibility, dilutionCollateral-driven lending structuresStructured Finance / Asset-Backed Securities (ABS) (optional / less common)Cash flow waterfall modelsTranching, credit enhancement, loss assumptionsPrepayment/default scenario modelingRisk & Portfolio ModelingScenario and stress-testing modelsLoss modeling (default, recovery, exposure)Portfolio-level analysis driven by model outputsNote: Candidates with strong experience in LBO or credit modeling are highly relevant, even without direct ABL or structured finance experience.What You’ll DoBuild financial models from scratch in Excel across different use casesReview and debug models built by othersIdentify incorrect assumptions, broken logic, and risksAnalyze relationships across cash flow, debt, and returnsClearly explain financial logic and decision-makingTranslate real-world financial thinking into structured outputsWhat Makes a Strong Candidate2–10 years of experience in finance roles with heavy modeling exposureProven ability to build models from a blank spreadsheet (no templates)Experience building decision-driving models (not just outputs or summaries)Strong understanding of how models are used in real financial decisionsHigh attention to detail and model accuracyStrong communication skills (English required)Not a Fit IfYour experience is primarily:Reviewing modes, making small updates, focused on pitch decks, comps, or outputs without building full modelsFP&A reporting, budgeting, or dashboardsCredit review without hands-on model buildingBI tools, analytics workflows, or reporting automationOr:You have not built full financial models yourselfYou rely heavily on templates, tools, or AI to generate modelsYou are not comfortable explaining your work in detailInterview ProcessAll candidates will complete a ~3-hour take-home Excel modeling exercise.Designed to reflect real-world modeling workMust be completed independently in ExcelCandidates who are hired will be paid for this exerciseFinal NoteCandidates from investment banking, private equity, debt, credit, corporate finance, treasury, quantitative finance, or related modeling-heavy backgrounds are encouraged to apply if they have built full financial models from scratch, regardless of your specific domain background.
about 2 months ago