OUR SERVICES: FINANCIAL DATA EXPERTS

Financial Modeler

What does a Financial Modeler do?

A Financial Modeler is responsible for creating mathematical models that simulate a company’s or investment’s financial performance. They analyze historical data, market trends, and economic indicators to develop forecasts and projections for revenue, expenses, cash flows, and other financial metrics. Financial Modelers use these models to evaluate investment opportunities, assess risk, and make strategic decisions. They may also develop scenario analyses to test the impact of different variables on financial outcomes and support financial planning, budgeting, and valuation processes within organizations or for clients. Additionally, they communicate findings and recommendations to stakeholders through reports and presentations.

    Tier 1

    .

    		 1 to 2
    years of
    experience

    Tier 2

    .

    		 3 to 5
    years of
    experience

    Tier 3

    .

    		 > 5
    years of
    experience

    ABOUT THE ROLE

    Roles and Responsibilities

    • Developing and maintaining complex financial models to forecast financial performance.
    • Analyzing historical data and market trends to inform model assumptions.
    • Conducting scenario analysis to assess the impact of various factors on financial outcomes.
    • Supporting investment decisions by evaluating risks and returns.
    • Collaborating with stakeholders to understand business requirements and objectives.
    • Communicating model findings and recommendations to management and other relevant parties.

    Day-to-Day Duties

    • Developing and updating financial models.
    • Analyzing market trends and data.
    • Conducting scenario analysis.
    • Collaborating with stakeholders.
    • Communicating findings and recommendations.

    SKILLS AND TOOLS

    Soft Skills

    • Analytical thinking
    • Attention to detail
    • Problem-solving abilities
    • Communication skills
    • Critical thinking
    • Adaptability
    • Time management
    • Collaboration

    Hard Skills

    • Financial modeling
    • Data analysis
    • Statistical analysis
    • Excel proficiency
    • Scenario analysis
    • Accounting principles

    Tools

    Microsoft Excel for data manipulation, calculation, and visualization. 70%
    DCF (Discounted Cash Flow) model templates or Quantrix 90%
    Python, R, or MATLAB 80%

    Education

    Common Educational Backgrounds and Careers for this Role:

    • Economics
    • Mathematics
    • Statistics
    • Data Analytics
    • Accounting
    • Quantitative Finance
    • Business administration
    • Forensic Finance
    • Computer Science
    • Econometrics

    CANDIDATES TESTS

    Tests & Evaluations for Candidates

    Financial Modeling Test

    Valuation models

    8/10

    For financial analysts, M&A consultants, and valuation specialists.

    Valuation Principles Test

    Knowledge of valuation methods

    9/10

    For corporate finance, investment banking, and strategic advisory roles.

    Advanced Excel

    Proficiency in financial models

    8/10

    For candidates handling complex data-driven financial assessments.