Financial Modeler – PE, Credit, Debt
Employment Information
Report this job
Job expired or something wrong with this job?
Job Description
Financial Modeler building Excel-based PE, credit, and debt models for a U.S.-based AI technology company. Supporting investment and lending decision systems through hands-on model construction and review.
Responsibilities:
- Build PE, credit, and debt models from scratch in Excel
- Structure transactions, assumptions, and drivers
- Link full model flows from operations through cash flow, debt, and returns
- Review and debug models built by others
- Identify incorrect assumptions, broken logic, and risks
- Analyze how operating performance flows through to debt service and returns
- Clearly explain financial logic and decision-making
- Complete a take-home Excel modeling exercise designed to reflect real-world modeling work
Requirements:
- 2–10 years in finance roles with heavy, hands-on modeling
- Experience at a private equity fund, including direct investing, buy-side diligence, and portfolio company modeling, strongly preferred
- Built multiple full LBO models from scratch
- Experience with sources & uses, transaction assumptions, multi-tranche debt schedules, returns analysis, operating models, sensitivities, downside cases, and exit scenarios
- Experience with add-ons, dividend recaps, or refinancing scenarios is a plus
- Experience with 3-statement borrower models, cash flow-based underwriting, debt capacity analysis, covenant modeling, and stress scenarios
- Experience with debt sizing and structuring, amortization, PIK, cash sweeps, refinancing mechanics, recovery analysis, and payment waterfalls
- Direct experience in private equity, leveraged finance, sponsor coverage, private credit, direct lending, or credit underwriting
- Proven ability to build models from a blank spreadsheet without templates
- Experience building models that drove real investment or lending decisions
- High attention to detail and model accuracy
- Strong communication skills
- English required
- Must complete an approximately 3-hour take-home Excel modeling exercise independently
Benefits:
- Candidates who are hired will be paid for the ~3-hour take-home Excel modeling exercise
- Full-time independent contractor role, 40 hours/week
Similar Jobs
IT Finance Internship
IT Finance Intern supporting close, forecasting, reporting, and financial modeling at The Standard insurance company. Fully remote U.S. internship with cross-team exposure.
Financial Reporting – Analysis Principal
Financial reporting principal leading HCSC’s healthcare financial reporting and analysis. Advising senior management and implementing HCSC’s financial reporting strategy.
IT Solution Lead – Finance & Controlling
Finance technology lead owning Orbia’s SAP FICO and controlling solutions roadmap. Improving global finance applications, vendor delivery, and business process support.
FP&A Sales Team Leader
FP&A Sales Team Leader guiding forecasting, reporting, and commercial finance analysis across Europe. Leading analysts at O-I, a global sustainable glass packaging manufacturer.
Financial Linguists, English to Estonian
Freelance English-to-Albanian translator for TransPerfect’s financial and banking clients. Delivering specialized translations while meeting strict quality, deadline, and client onboarding requirements.
Trainee in Financial Services Sales – A Structured Career with Responsibility and Prospects
Finanzvertrieb-Trainee für Kundenberatung, Akquise und Finanzplanung bei Kevin Kehr. Vorbereitung auf IHK-Abschlüsse und Entwicklung zum lizenzierten Finanzberater.
Financial Onboarding Success Advisor – I
Onboarding advisor helping schools adopt Nelnet’s FACTS education payment software. Providing training, product support, configuration, and transition coordination.
Financial Modeler, PE, Credit, Debt
Financial modeler building Excel PE, credit, and debt models from scratch. Supporting a U.S.-based technology company developing AI systems for financial decision-making.
Strategic Planning Facilitator
Strategic Planning Facilitator guiding governments, school systems, agencies, and nonprofits through organizational strategic planning. Designing stakeholder sessions, adoption-ready roadmaps, and practical performance measures.
Senior Investment Risk Analyst
Senior Investment Risk Analyst strengthening Future Group’s sustainable investment risk capabilities. Developing analytics and reporting to support robust portfolio construction and decision-making.
Director of Finance
Director of Finance leading financial strategy, planning, and governance for The Nature Conservancy’s Oceania conservation programs. Advising regional leaders across Australia, New Zealand, Papua New Guinea, and Solomon Islands.
Finance Specialist
Finance Specialist managing vendor expenses, billing, contracts, budgets, and cash flow for JLL’s global real estate services business. Using Excel and Power BI for financial analysis and reporting.
Senior Financial Analyst
Senior Financial Analyst driving FP&A, forecasting, and executive reporting for Upstart’s AI lending marketplace. Supporting financial decisions across its Unsecured Lending organization.
SAP Support Consultant – Finance
SAP Finance Support Consultant bei AGILITA, einem SAP-Systemhaus und Cloud-Partner in der Schweiz und Deutschland. Sicherstellung stabiler Finanzprozesse und Lösung von SAP-Supportfällen für Kunden.
SAP Support Consultant, Finance
SAP Finance Support Consultant resolving incidents and supporting financial processes in S/4HANA. AGILITA delivers SAP solutions and cloud services for businesses in Switzerland and Germany.
SAP Support Consultant, Finance
SAP Finance Support Consultant supporting S/4HANA financial processes for AGILITA, a Swiss-German SAP system house and cloud partner. Resolving incidents and advising customers.
Chief Operating and Financial Officer
COFO running financial performance, revenue cycle, and operations for a Medicaid-first behavioral healthcare company. Building scalable systems and profitability across five states.
CFO
CFO leading financial strategy, capital management, and governance for an energy technology company. Building scalable finance operations and supporting growth, fundraising, and long-term value creation.
Finance Analyst
Finance Analyst supporting Cisco’s Splunk Product Organization with OPEX budgeting, forecasting, and reporting. Modeling headcount costs and guiding strategic investment decisions.
FP&A Manager
FP&A Manager owning planning, forecasting, and reporting for Engage3’s store-level pricing data and subscription services business. Connecting financial results to commercial and operating drivers.