Manager - Financial Modelling (Contract)




£500-£650 per day (Umbrella)


Location: Central London (4 days in-office, 1 day WFH)


Duration: 6-12 months



An opportunity has arisen with a leading global private markets investment platform for an experienced
Financial Modelling specialist to support a high-profile transformation programme.



This role sits at the heart of a firm-wide initiative to
modernise portfolio reporting, financial data collection, and valuation processes . You will play a pivotal role in designing scalable Excel-based solutions that underpin decision-making across investment and finance teams.




The Opportunity



This is a
hands-on, high-impact contract role focused on building and optimising financial data infrastructure. You'll work closely with senior stakeholders across finance, portfolio monitoring, and technology to create robust, automated solutions in a complex investment environment.




Key Responsibilities

• Design and enhance advanced Excel templates to capture financial and KPI data across a diverse portfolio


• Build scalable, structured models with strong data validation and auditability


• Automate workflows using Power Query, VBA/macros, and advanced Excel techniques


• Support data mapping, reconciliation, and integration with wider reporting systems


• Improve data quality, consistency, and governance across financial processes


• Partner with finance, valuation, and data teams to translate requirements into practical tools


• Contribute to broader automation and process improvement initiatives

Candidate Profile



We're targeting high-calibre contractors with a strong blend of
financial expertise and advanced Excel capability .




Core requirements:

• 5 years + experience in financial modelling, data/process design, or financial systems


• Background in Big 4 Transaction Services / Deals / Valuations or a private equity / asset management environment


• Advanced Excel skills, including experience building robust, scalable templates and models


• Strong understanding of financial statements, KPIs, and data flows


• Experience with Power Query, Power Pivot, VBA/macros, and data manipulation

Why Apply?

• Work on a high-visibility transformation programme within a leading investment environment


• Gain exposure to portfolio-level data, valuation processes, and senior stakeholders


• Clear scope, autonomy, and the opportunity to make an immediate impact

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