Contract Financial Modeler — Investment Banking & Corporate Finance (Excel)
Full-time independent contractor role, 40 hours/week.
Overview
We are partnering with a U.S.-based technology company building advanced AI systems focused on financial modeling and decision-making.
The goal is to train AI to think like real financial professionals: how models are built from scratch, how assumptions are structured, and how decisions are made using financial models.
This is a hands-on Excel modeling role. You will build detailed financial models from a blank spreadsheet and clearly explain your logic.
This is a highly selective search. We are only considering investment banking and corporate finance candidates from top-tier backgrounds with extensive, hands-on model-building experience.
This role IS:
Building financial models from a blank spreadsheet
Structuring assumptions, drivers, and logic
Linking full model flows: operations → cash flow → valuation → returns
Debugging and improving model accuracy
Explaining why a model works, not just producing outputs
This role is NOT:
Dashboards, reporting, or data visualization
FP&A focused on reporting, budgeting, or variance analysis
Pitch decks, comps, or formatting work without building the underlying model
High-level strategy without hands-on modeling
Using AI tools to generate models
Investment Banking
Fully integrated 3-statement models
DCF and sum-of-the-parts valuation built from first principles
Merger models: accretion/dilution, purchase price allocation, synergies
LBO analysis in support of sponsor or sell-side processes
Live deal execution on M&A, capital markets, or restructuring transactions
Corporate Finance
Corporate development models: acquisitions, divestitures, joint ventures
Capital structure, financing, and capital allocation decisions
Long-range operating models that drive investment or strategic decisions
Treasury modeling: liquidity, debt capacity, and refinancing analysis
What You'll Do
Build financial models from scratch in Excel across different use cases
Review and debug models built by others
Identify incorrect assumptions, broken logic, and risks
Analyze relationships across operations, cash flow, valuation, and returns
Clearly explain financial logic and decision-making
What Makes a Strong Candidate
2–10 years in finance roles with heavy, hands-on modeling
Experience at a bulge-bracket bank, elite boutique, or a major corporate development or corporate finance team
Direct work on live transactions or major investment decisions, backed by models you built yourself
Experience with U.S. businesses, U.S. clients, or U.S. GAAP
Proven ability to build models from a blank spreadsheet (no templates)
High attention to detail and model accuracy
Strong communication skills (English required)
Not a Fit If
Your experience is primarily:
Reviewing models, making small updates, or producing pitch decks, comps, or outputs
FP&A reporting, budgeting, or dashboards
Research or valuation support without building full models
BI tools, analytics workflows, or reporting automation
Or:
You have not built full financial models yourself
You rely heavily on templates, tools, or AI to generate models
You are not comfortable explaining your work in detail
Interview Process
All candidates complete a ~3-hour take-home Excel modeling exercise.
Designed to reflect real-world modeling work
Must be completed independently in Excel
Final Note
Candidates with private equity, credit, or debt modeling experience should apply to our Private Equity & Credit posting instead.