M&A Financial Modeller

Bamboo Works; Manila; Remote; PHP 400,000 - 600,000; Part time

Job summary

A financial consultancy is seeking an M&A Financial Modeller to support transaction advisory and fundraising projects. The role involves building financial models, preparing materials, and ensuring quality standards. Ideal candidates should have 3–6 years of experience in M&A or FP&A and advanced Excel skills. This position allows for part-time engagement with potential to transition to full-time, working remotely from the Philippines.

Qualifications

• 3–6 years of experience in M&A, Transaction Services, or FP&A.
• Strong experience working with software companies.
• Advanced Excel/Google Sheets proficiency.

Responsibilities

• Build fully linked 3-statement financial models.
• Reconcile and clean raw data into analysis-ready formats.
• Design board and investor reporting templates.
• Produce deal-ready schedules for buy-side and sell-side engagements.
• Follow strict QA processes and double-check work.

Skills

Financial Modelling

Data Hygiene

Communication Skills

Attention to Detail

Tools

Excel

Google Sheets

Job description

Overview

We’re helping an international finance and M&A consultancy find an M&A Financial Modeller to support transaction advisory, fundraising, and strategic finance projects for high-growth startups and scaleups. You’ll build sophisticated financial models, prepare investor and board materials, and support valuation and deal execution across software and deeptech companies. This is a hands-on, high-accountability role where flawless work is non-negotiable — your analyses will directly inform key decisions and client strategies.

This role is ideal for someone who is a wizard with numbers, detail-obsessed yet commercially minded, and capable of seeing both the story and strategy behind the spreadsheets.

Role details

Part time to start, 24 hours/week (with potential to transition to full time). Schedule: CET working hours. Location: Fully Remote (PH-based candidates preferred). Engagement: Independent Contractor. Compensation: $1440-$2200 (based on a 24-hour workweek, depending on level of experience); $2400-$3680 for full time.

Key Responsibilities

• Financial Modelling (Forecast & Scenario Analysis): Build fully linked 3-statement financial models with sensitivities and scenarios (base, downside, management). Create cash flow forecasts, liquidity bridges, and valuation-ready modules (DCF, comps, transaction comps).
• Historical Restatement & Data Hygiene: Reconcile and clean raw data (GL exports, bank data, SaaS metrics) into analysis-ready formats. Maintain version control, audit trails, and traceability from trial balance to model.
• Reporting Templates & Automation: Design board and investor reporting templates, KPI dashboards, and variance analysis frameworks. Build SaaS metrics (ARR/MRR bridges, churn, LTV/CAC, NRR) and recurring revenue templates.
• Transaction Support (Model-Led): Produce deal-ready schedules for buy-side and sell-side engagements (QofE, NWC, closing adjustments). Translate model outputs into charts and visuals for investment memorandums and management presentations.
• Quality Assurance & Standards: Follow strict QA processes (FAST/SMART methodology). Double-check every formula, input, and output — your work must be flawless. Ensure transparency through consistent assumptions pages, error checks, and version logs.

Requirements

• 3–6 years of experience in M&A, Transaction Services, or FP&A, ideally from a Tier 1 investment bank or M&A boutique
• Candidates with more years of experience will also be considered if they remain flexible and open to new approaches
• Strong experience working with software companies; exposure to deeptech (e.g., chipmakers) is a plus
• Advanced Excel/Google Sheets proficiency (array formulas, Power Query, dynamic formulas, structured refs)
• Excellent grasp of valuation and deal mechanics (NWC, closing adjustments, leakage, earn-outs)
• Ability to turn messy data into clear historicals and models — quickly and accurately
• Strong communication and interpersonal skills — able to explain the story behind the numbers
• Meticulous attention to detail and ability to self-check work before submission

Nice-to-Haves

• Experience preparing materials for investment memorandums (IMs)
• Familiarity with CAPEX modelling and debt structuring
• Previous experience in software or SaaS transactions; exposure to deeptech deals a bonus

How Our Client Works

• They own the numbers — every figure must be backed by logic, traceability, and quality assurance
• They balance precision with practicality — models should be easy to hand over and fast to update
• They translate numbers into narratives — this role will eventually expand into creating investment memorandums where financial insights tell the story

Recruitment Process

• Initial Interview
• Finance Case + bonus assignment
• Second Interview
• Valuation Case Test
• Final Interview