Financial Modeler, PE, Credit, Debt
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Job Description
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.
Responsibilities:
- Build PE, credit, and debt models from scratch in Excel
- Structure transactions, assumptions, and drivers
- Link operations, cash flow, debt, and returns through complete model flows
- 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
- Explain financial logic and decision-making clearly
- Complete an independent 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 and transaction assumptions
- Experience with multi-tranche debt schedules, including revolver, term loans, mezzanine, and cash sweep
- Experience with IRR, MOIC, and value creation drivers
- Experience with 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
- Experience with cash flow-based underwriting and debt capacity analysis
- Experience with covenant modeling, including leverage, DSCR, interest coverage, and headroom testing
- Experience with downside and stress scenarios for lending decisions
- Experience with debt sizing and structuring
- Experience with amortization, PIK, cash sweeps, and refinancing mechanics
- Experience with private credit/direct lending deal models
- Experience with 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 independently complete a ~3-hour take-home Excel modeling exercise
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
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