Financial Modeller

TN United Kingdom; City of Westminster; Hybrid; GBP 50,000 - 80,000; Full time

Job summary

A leading investment firm in the UK is seeking a Financial Modeller to support their growth ambitions. You will be instrumental in building financial models that guide strategic investment decisions and ensure effective portfolio monitoring. The role offers a competitive salary of up to £80,000 PA and hybrid working options, allowing you to balance office and remote work effectively. Ideal candidates will possess strong Excel skills, a solid understanding of financial principles, and relevant experience in financial modelling or analysis.

Qualifications

• 1-3 years of experience in financial modelling, accounting, or analyst role.
• Strong understanding of accounting principles and financial statements.

Responsibilities

• Design and build advanced Excel-based financial models.
• Create scenario and sensitivity analysis to support business cases.
• Collaborate with stakeholders across finance, strategy, and operations.

Skills

Advanced Excel

Commercial Awareness

Problem-Solving

Education

CFA Level I

Part-Qualified Accountant (ACA, ACCA, CIMA)

Tools

VBA

Job description

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Our client is a specialised investor and lender dedicated to supporting UK SMEs. Over the past three years, their dynamic team of 10 highly motivated professionals has successfully built a portfolio exceeding £100 million across 16 promising companies. With ambitious plans for growth, they aim to expand their portfolio to over £500 million by mid-2026.

As they scale their operations, they are seeking an analytically strong and commercially astute Financial Modeller to help shape and evaluate new opportunities. You'll play a critical role in building robust models that support strategic investment decisions, long-term forecasting, and portfolio monitoring.

Firstly, what's in it for you?

• Up to £80,000 PA
• Hybrid working, 2-3 days in office

Responsibilities

• Design and build advanced Excel-based financial models
• Create scenario and sensitivity analysis to support business cases and valuations
• Interpret financial data to provide insight and strategic recommendations
• Collaborate with stakeholders across finance, strategy, and operations
• Assist in due diligence, M&A analysis, and long-term forecasting

Requirements

• Advanced Excel skills, including financial functions, macros, and scenario tools
• Strong understanding of accounting principles and financial statements
• 1-3 years of experience in a financial modelling, accounting, or analyst role
• CFA Level I (or higher) or part-qualified accountant (ACA, ACCA, CIMA)
• Strong commercial awareness and problem-solving skills
• Experience with modelling in transaction services, FP&A, or investment analysis
• Exposure to financial modelling software or VBA
• Ability to communicate complex financial insights clearly to non-finance stakeholders

Streamline Search is a technical recruitment agency based in Chichester, West Sussex operating across the United Kingdom. We are acting as a Recruitment Agency in relation to this vacancy, and in accordance with GDPR by applying to this post you are granting us consent to process your data and contact you in relation to this application.