Related skills
financial modeling excel financial statements powerpoint vba📋 Description
- Build and tailor financial models for clients using Excel add-ins.
- Develop, convert and validate model templates and client models.
- Ensure model accuracy and reflect business operations.
- Collaborate with cross-functional teams to maximize product value.
- Maintain documentation of assumptions, methodologies, and formulas.
- Support onboarding and customer adoption of Excel tools for clients.
🎯 Requirements
- Postgraduate degree in Finance/Accounting; CFA/FRM encouraged.
- 1-3 years of client-facing experience.
- Deep finance expertise; build and interpret financial models in Excel.
- Knowledge of accounting concepts; DCF and financial statements.
- Detail-oriented with ability to sift through large data sets.
- Strong time management and communication skills.
- Experience using CapIQ or Bloomberg Excel add-ins.
- Knowledge of VBA.
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