Financial Analyst

Bamboo Works; Cape Town; On-site; ZAR 200 000 - 300 000; Part time

Job summary

A leading international finance consultancy is seeking a Financial Analyst to support transaction advisory and fundraising projects. The role involves building detailed financial models, preparing materials for investors and boards, and ensuring the accuracy and quality of analyses. Ideal candidates should have 3–6 years of relevant experience, strong Excel skills, and a meticulous eye for detail. This is a part-time remote position with competitive compensation.

Qualifications

• 3–6 years of experience in M&A, Transaction Services, or FP&A.
• Strong experience working with software companies.
• Excellent grasp of valuation and deal mechanics.

Responsibilities

• Build fully linked 3-statement financial models with sensitivities.
• Reconcile and clean raw data into analysis-ready formats.
• Design board and investor reporting templates and KPI dashboards.

Skills

M&A, Transaction Services, or FP&A experience

Advanced Excel/Google Sheets proficiency

Strong communication skills

Meticulous attention to detail

Job description

We’re helping an international finance and M&A consultancy find a Financial Analyst 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.

Part time to start, 24 hours/week (with potential to transition to full time)
Schedule: CET working hours
Location: Fully Remote
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 experiencewill 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

• Theyown the numbers — every figure must be backed by logic, traceability, and quality assurance.

• Theybalance precision with practicality — models should be easy to hand over and fast to update.

• Theytranslate numbers into narratives — this role will eventually expand into creating investment memorandums where financial insights tell the story.

Recruitment Process

1. Initial Interview

2. Finance Case + bonus assignment

3. Second Interview

4. Valuation Case Test

5. Final Interview