Finance Expert – Financial Modeling & Analysis
Employment Type: Full-Time
Location: Remote – Latin America / India
About the Role
We are looking for experienced Finance Experts with strong hands‑on experience in financial modeling, financial analysis, transactions, investments, credit, corporate finance, or related areas.
The ideal candidate has personally built, owned, and maintained sophisticated financial models or analyses that was used to support real business decisions, transactions, investments, financings, credit decisions, or strategic initiatives.
This role is best suited for professionals who can go beyond general finance knowledge and clearly explain what they built, how they built it, where the data came from, which assumptions they used, how accounting considerations were incorporated, and how their analysis influenced a real‑world decision.
Key Responsibilities
Depending on your area of expertise, responsibilities may include:
- Build and own complex financial models, including integrated Income Statement, Balance Sheet, and Cash Flow models.
- Develop and analyze DCF, LBO, M&A, merger, operating, valuation, forecasting, and scenario models.
- Perform financial analysis using company filings, data rooms, management information, market data, and other relevant sources.
- Analyze revenue, margins, working capital, cash flow, capital expenditures, debt, financing, taxes, and other key financial drivers.
- Develop assumptions, sensitivities, downside cases, scenario analyses, and financial forecasts.
- Support live transactions, investments, financings, refinancing, credit underwriting, portfolio decisions, or strategic initiatives.
Areas of Expertise
We are particularly interested in professionals with experience in one or more of the following areas:
Investment Banking & M&A
- Financial modeling and valuation
- DCF and comparable company analysis
- Transaction and merger models
- Accretion/dilution analysis
- Sources & uses
- Purchase accounting / PPA
- M&A transactions
- Fairness opinions
- Corporate finance and advisory
Private Equity
- LBO modeling
- Operating models
- Investment analysis
- Returns analysis, including MOIC and IRR
- Due diligence and Quality of Earnings
- Debt schedules and capital structures
- Add‑on acquisitions / roll‑ups
- Investment committee materials
- Portfolio company analysis and value creation
Corporate Finance / FP&A / Strategic Finance
- Annual operating plans and long‑range planning
- Driver‑based financial models
- Rolling forecasts
- Three‑statement modeling
- Unit economics and cohort analysis
- Pricing and commercial finance
- Capital allocation
- Cash‑flow forecasting
- Variance and scenario analysis
- Board and management reporting
Debt, DCM & Leveraged Finance
- Debt sizing and financing models
- Debt and capital structure analysis
- Bond or loan issuance
- Refinancing analysis
- Debt schedules and interest schedules
- Covenant capacity
- Liability management
- Capital markets and treasury analysis
Credit / Private Credit / Underwriting
- Credit underwriting
- Downside and recovery analysis
- Liquidity and cash‑flow modeling
- Credit memos
- Leverage and coverage analysis
- Covenant analysis
- Unitranche, first/second lien, mezzanine, or other debt structures
- Investment or credit committee recommendations
- CECL / expected credit loss analysis where applicable
Valuation, Transaction Services & Financial Advisory
Relevant experience may include:
- Financial due diligence
- Valuation and modeling
- Transaction advisory
- Corporate finance
- Debt and capital advisory
- Turnaround and restructuring
- Financial analysis supporting transactions or strategic decisions
U.S. GAAP Experience
Strong knowledge of U.S. GAAP is highly valued.
Candidates with direct experience supporting U.S.-listed companies, U.S. clients, U.S. banks, investors, or SEC-facing reporting are particularly relevant.
Relevant experience may include:
- 10-K and 10-Q analysis
- SEC reporting and filings
- Integrated three‑statement financial modeling
- GAAP‑to‑adjusted EBITDA reconciliations
- Working capital and cash‑flow analysis
- Revenue recognition
- Leases
- Business combinations and purchase accounting
- Stock‑based compensation
- Income taxes
- Credit losses
- Debt accounting
Exposure to relevant accounting standards such as ASC 606, ASC 842, ASC 805, ASC 718, ASC 740, ASC 326, and ASC 470 is a plus, depending on the candidate’s area of expertise.
What We’re Looking For
- Demonstrated experience personally building and owning financial models or analyses.
- Recent, hands‑on experience is strongly preferred over general finance exposure or seniority alone.
- Experience with a complete model or analysis that was used in a live transaction, investment, financing, credit, operational, or strategic decision.
- Ability to explain the source of the data, key assumptions, accounting treatment, sensitivities, and modeling methodology.
- Strong understanding of financial statements and the relationship between the Income Statement, Balance Sheet, and Cash Flow Statement.
- Strong analytical and problem‑solving skills.
- Excellent attention to detail and financial accuracy.
- Ability to communicate complex financial concepts clearly.
- Ability to work independently and take ownership of complex financial analyses.
- Strong proficiency in Microsoft Excel and financial modeling.
- Experience working with U.S. companies, clients, investors, lenders, or financial institutions is highly desirable.
- Bachelor’s degree in Finance, Accounting, Economics, Business, or a related field is preferred.