Finanshels - Financial Modeler
2 months ago
Position Overview:
We are looking for a skilled Financial Modeling Specialist to develop and deliver tailored financial models for our clients. The ideal candidate will possess a strong analytical background, experience in client-facing roles, and expertise in creating complex financial models that address various client needs.
Key Responsibilities:
Client Engagement:
- Work directly with clients to understand their financial modeling needs, objectives, and requirements.
- Gather and analyze client data to build and refine customized financial models.
Model Development:
- Design, build, and maintain comprehensive financial models for clients, including budgeting, forecasting, valuation, and scenario analysis.
- Create models that support clients' business decisions, investment evaluations, and strategic planning.
Reporting and Presentation:
- Prepare detailed reports, presentations, and dashboards to effectively communicate modeling results and insights to clients.
- Present findings and recommendations to clients in a clear and professional manner.
Project Management:
- Manage multiple client projects simultaneously, ensuring timely delivery and adherence to client specifications.
- Coordinate with internal teams to ensure models meet quality standards and client expectations.
Continuous Improvement:
- Stay updated on industry trends and best practices in financial modeling to provide clients with cutting-edge solutions.
- Seek feedback from clients to continuously enhance and improve modeling processes and Education: Bachelor's degree in finance, Accounting, Economics, Mathematics, or a related field. Advanced degree or relevant certifications (e.g., CFA, CPA) preferred.
- Experience: Proven experience in financial modeling, preferably with a focus on client services or consulting. Experience in [specific industry] is a plus.
Technical Skills:
- Advanced proficiency in Microsoft Excel, including complex formulas, pivot tables, and financial functions.
- Experience with financial modeling software and tools (e.g., Python, R, SQL) is advantageous.
- Familiarity with business intelligence tools (e.g., Tableau, Power BI) for reporting and visualization is a plus.
- Analytical Skills: Strong quantitative and analytical skills with the ability to interpret and present financial data effectively.
- Client Management: Excellent interpersonal and communication skills, with experience managing client relationships and expectations.
- Attention to Detail: High level of accuracy and attention to detail in financial modeling and reporting.
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